• Kristopher Heck Founder, Managing Partner, Chief Investment Officer

    Kris came to the UK in 2007 with one of the world’s largest asset management companies. Having experienced many of the challenges faced by American expats in the UK, he decided that he wanted to help other expats solve those problems.  He set up Tanager in 2012 to do just that and, as our CIO, utilises his extensive investment experience and knowledge to help structure our clients’ portfolios to maximise US/UK tax efficiency.

  • Jeff Hedges Founder, Partner, Senior Financial Advisor

    Jeff is a Founding Partner and Advisor at Tanager, providing investment advice to US families living in Europe. Combining cross border know-how with an extensive international network, Jeff delivers robust solutions for his clients, using both his 25 years of experience in institutional banking and a decade in wealth management. By the time Jeff was 24 he had attended 17 different schools and universities and resided in Africa, Asia, Europe and the USA.

  • Alex Eichhorn Managing Partner

    Alex is responsible for the day to day running of Tanager with a focus on Client Service. With over 17 years experience in private banking and wealth management, working both with clients and having valuable operational and compliance experience, Alex is our in-house project manager and go-to guy for non-investment related issues. He also explains the rules of cricket to the rest of the team and takes the blame for the rain.

  • David Costello Partner, Financial Advisor

    David came to the UK having been a financial advisor for 13 years in Boston.  As well as a liking for Boston sports teams, David is an experienced financial planner who has quickly grasped the issues that fellow American expats in the UK face.  David specialises in building financial plans for UK-based households that include US taxpayers and leads the Tanager Financial Planning Team.

  • Kate Hedges Communications Advisor

    Kate has been a US expat for over 25 years with her family. Initially working in Germany and then moving to the UK in 1995, Kate has combined a career in corporate communications with raising three sons and a daughter.  A keen blogger herself, Kate is editor of our podcast, Tanager Talks, and oversees our client communications.

     

  • Kyle Pettigrove Partner, Financial Advisor

    Kyle joined Tanager in London in 2016 having moved to the UK with his fiancee. A US/UK dual citizen and Philadelphia native, Kyle previously worked as a financial adviser in the US specializing in retirement planning.  Now spearheading Tanager’s Philadelphia office Kyle brings both relevant personal and professional experience to his role and is an avid traveler and craft beer enthusiast.

  • Patrick Mulhern Financial Advisor

    Patrick has been an off-and-on resident of the UK since 2003, when he came to university in Scotland and subsequently met his English wife.  He brings years of experience as an advisor and financial planner in America, where he worked for a number of prominent international firms.  He has also spent time in the legal industry, and is a published author on trusts and estates law.  Patrick specialises in financial planning with a focus on trusts and inheritance issues and he enjoys helping his clients navigate the intricacies of living and working between the UK and the USA.

  • Abbas Somji Financial Advisor

    Abbas joined Tanager in early 2018 having previously worked at an RIA in Houston, Texas.  Holding the US CFP®, Abbas is an expert in US retirement planning and, being married to a Brit, understands the tax and planning issues faced by Anglo-American households.

  • James Barnett
    James Barnett Compliance and Operations Manager

    James joined Tanager in the summer of 2018 having gained valuable experience working for a large investment management firm. James provides first class client service to clients and financial advisors alike.

  • Shivani Hindocha Client Service Manager

    Shivani joined Tanager at the start of 2019 having gained experience from a large international investment management firm. Shivani provides outstanding service to both our clients and financial advisors. Always thinking about the small things, she consistently aims to provide a better client experience.

  • Alistair Jackson Investment Associate

    After graduating with an MPhil from St John’s College at the University of Cambridge in 2018, Alistair chose to follow in his father’s footstep and pursue a career in the financial services. Alistair joined Tanager in February 2019 after six months at an executive search firm in the City of London and now provides investment research and client reporting support to the financial advisors.

  • Jeremy Bailey Financial Advisor

    Jeremy joined the Tanager team in 2019 bringing 15 years of experience in helping clients align their finances with what is most important to them. He specialises in retirement income strategies and multigenerational planning. Jeremy decided to leverage his US/UK dual citizenship status to relocate to London in 2017. He quickly identified the breadth of financial challenges faced by Americans and US connected families living and working abroad. Jeremy comes to London via Cleveland Ohio and Miami Florida. In his free time, he enjoys running the Thames path, spending time outdoors, and travelling.

  • Alicia Bonser Office Administrator

    Alicia joined Tanager Wealth in 2019, as our Office Administrator. After moving to London from Yorkshire, she has been enjoying furthering her career in the big city. Often the first point of contact for our clients, Alicia is responsible for the smooth running of the office.

  • Alexander Hill Paraplanner

    Alexander joined Tanager in 2019 with 4 years’ experience in UK financial planning. Having graduated with a fine art degree from Wimbledon College of Art in 2012, he then made an unconventional move into finance. Alexander initially picked up experience in banking, whilst independently studying for his CII Level 4 Diploma which helped him secure his first role as a paraplanner in 2015. He now applies his knowledge in supporting the advisory team with the technical aspects of the planning process.

  • Susan Blaylock
    Susan Blaylock Junior Financial Advisor

    Susan is thrilled to be starting a new career in financial advising. She holds a US CPA, and has extensive experience in the financial services industry, having worked in accounting operations at an international asset management firm and in financial planning and analysis at a multinational corporation. In the course of helping organizations to understand and achieve complex financial goals, she realized that her true passion was applying her expertise to help individuals. After moving to London in 2019, Susan joined Tanager as a junior financial advisor, where she has focused on writing financial plans and learning the ropes. When she’s not at work, she enjoys exploring her new home, especially going on countryside walks and stopping for cream tea.

  • Nicole Ralph Financial Advisor

    A global wealth professional for over 15+ years, I specialize in helping US expats and foreign nationals relocating to the US optimize their finances and acclimate to their new financial life through holistic financial planning.

    A dual US/UK citizen myself, I am intimately aware of the complex challenges and decisions facing families moving across borders having moved back and forth three times with my family. My most recent move was in late 2018 when we moved from Madison, Wisconsin to Hove on the south coast of England.

    As the world grows smaller and families explore options to live and work on a global scale, obtaining appropriate professional financial advice on their global assets and income has become the key foundation to realizing professional and personal dreams of living abroad.

  • Lewis Semakula Paraplanner

    Lewis joined Tanager Wealth Management in February 2020 as a Trainee Paraplanner. Having two years prior experience in Wealth Management as a Junior Paraplanner dealing with high net worth UK based clients, Lewis is well versed in what it means to deliver client- centred financial planning processes. He will be providing support to the financial planning team to ensure that client expectations are met.

  • Krishna Gaglani Investment Associate

    Krishna Joined Tanager in early 2020 with over 4 years of experience in the Wealth Management industry. Krishna works within the investment team specialising in investment research and building portfolios for clients, helping them reach their financial aims and objectives.

  • Harshita Bedi
    Harshita Bedi Client Service Associate

    Harshita joined Tanager in April 2020 and provides valuable support to our Financial Advisors dealing with new and existing clients.

  • Marta de Gouveia Paraplanner

    Marta joined Tanager in early 2020 with many years prior experience in a wide range of financial planning firms in the UK and 3 years in the USA. Marta loves working in a dynamic, diverse and multi-cultural city like London and working with and understanding and serving people each with a different and unique background.