TEAM

Let us introduce you to our Clarus Fortior and Another View Team

 

Kevin Ronaldson

Founder Director

 
Kevin worked for Hambro Life, Allied Dunbar and Zurich Financial Services, becoming a UK Board member for 6 years with responsibility for marketing and products. He had an extremely successful career in sales, as the top financial planning consultant in Allied Dunbar from 1994-97. Influential and well known in the UK financial services arena and strategically proven in establishing new opportunities from existing markets.

Kevin is an experienced executive and entrepreneur with an enviable track record of building significant value from new and current businesses. One of his enduring strengths has been to raise capital and founding new companies, with his two most recent successes being the capital raise and establishment of both Intrinsic Financial Services and Bellpenny – leading both as CEO. In each case, he raised over £25m and grew the businesses to over 300 employees over a three year period with an annual turnover of over £100m and funds under management of over £3bn.

Previously also Chairman of Dunbar Independent, Kevin is currently non-executive Chairman of fintech start-up Wealth Kernel Ltd and has a small portfolio of other new businesses that he monitors on an on-going basis.

Grant Goss

Founder Director

Grant Goss has a background in financial services and has been a business consultant for over 20 years. He has created companies with multi-million pound turnover and has a wide variety of experience in many sectors including financial services, aviation, textiles and leisure and tourism. Grant has an impressive track record of creating increased sales both as a consultant and Sales Director.

His work is spilt between strategic planning and sales consultancy. The varied consultancy for over  two decades allows him to call upon his experience and use this valuable asset to breathe new life into the management and staff of the companies that he works with.

Jeremy Lodwick

Group Leader

Jeremy started his career in financial services in 1984, specialising in the management of UK and European equity portfolios. He was with Morgan Grenfell for twelve years working in New York between 1987 and 1990. In 1998 he joined Morgan Stanley, becoming a Managing Director in 2001 and Chief Investment Officer in London in 2002. He was responsible for assets in excess of US$15bn and a team of 25 portfolio managers. In 2005 he joined Framlington Group as CIO helping to sell the business to AXA Investment Managers in 2006.

He joined Geneva based Mirabaud Asset Management in 2007 dealing with Swiss high net worth investors. Separately, he was also a founder shareholder  of Parmenion in 2007, a technology-led fund selection platform, later acquired  by Aberdeen Asset Management in 2015. Since retiring from  Mirabaud in 2015 he has had a non executive roles at Parmenion and Financial Advisory network,  CAERUS. He also fits in pro bona work as the deputy chairman of Tetbury Hospital Trust and as a trustee of New Brewery Arts Centre in Cirencester.

Daniel Torres

CFO Advisor

 
Daniel started his career with Arthur Andersen in Silicon Valley, amongst IPOs and booming technology. After graduate school he worked for PwC in San Francisco, and eventually became the Corporate Controller for NetManage, a software company in Cupertino. He was closely involved in the sale of NetManage to Micro Focus, which brought him to the UK in 2008 as the EMEA Financial Controller.
During his time with Micro Focus in West Berkshire, he was involved in upscaling and streamlining the finance function for EMEA, as well as on boarding newly acquired companies.
Afterwards he worked for 5 years with IQPC, a global events company, in various offices between the UK and US, involved in several Projects including setting up the finance function for new offices. His last role was as CFO for Ocean Media based in London.
 
He has worked across different industries, including software, manufacturing, events and media.
Daniel’s skill set is around the finance function, including financial reporting, international tax, business partnering, as well as leadership and M&A.

Tajana Pošta

Operations Manager

 

Tajana has a background in financial services, she worked in London as a financial adviser and mortgage broker for companies such as Halifax, Prudential and Hamptons International. She moved to Zagreb, Croatia in 2010 and has been supporting various UK businesses remotely since, in a capacity as FD and operations manager.

Tajana has also been practicing yoga and meditation for over 15 years. She is a certified yoga instructor, aromatherapist and is familiar with various energy healing techniques.