Our Team

Meet our leadership team of finance specialists

Sam Phillips
CEO

Sam has 25 years+ in the financial services sector in Australia, Taiwan, and Hong Kong. In his last role he was the Head of Secondary Private Equities at MCM Partners in Hong Kong.

Hugh McCaffreyCOO

Hugh has over twelve years’ legal experience, having worked in top-tier law firms in New Zealand, the Cayman Islands and Australia, in banking & finance, and dispute resolution.

Jonathan NgHead of Investments

Jonathan has over 15 years' experience as a finance and investment specialist, with his last 10 years at Russell Investments. He is a CFA charterholder and a Fellow of the Institute of Actuaries of Australia.

Jessica CollinsInvestor Relations

Jess has over 8 years experience in the financial services industry, specialising in business operations, sales and technology.

Rachel TraceyInvestor Relations

Rachel has over 6 years’ of financial services and investment experience, with expertise in client relationship management and investment analytics. Rachel graduated with bachelors of law and commerce.

And board advisers

Damian FoxPartner, Carthona Capital

Damian is a Partner at Carthona Capital, an Australian-based venture capital fund. Damian worked in the Investment Banking Division of Macquarie Group (MacCap) across its TMET, Leveraged Finance, and Infrastructure teams in both Sydney and New York.

Ant MilletGlobal Partner, Antler Capital

Previous CEO of BrickX and now Head of Antler Capital, Ant works across the private wealth space, providing access to Global Venture Capital from the earliest of stages, through heavily curated, diversified, unique & proprietary portfolios.

David JenkinsCTO, Pepperstone

A globally experienced technologist and leader with nearly three decades of experience. David has held executive level positions at globally recognised financial technology providers such as Frontier, Bloomberg, Thomson Reuters, Fidessa and Liquidnet.

Lee PorterEx-Reg. Head APAC, Liquidnet

An industry veteran with 30+ years' experience in Banking/Fintech. Lee has worked for Tier 1 Banks in London, New York, Singapore and Hong Kong and most recently spent the last 10 years as Regional Head of APAC for Liquidnet.

Supported by a team of experienced professionals

Tim BakerMD, Boutique Capital

The Managing Director of Boutique Capital, Mr Tim Baker, has more than 25 years’ experience in risk
management, funds management and trading activities both domestically and in international
markets.

Sarah PoulosCFO, Boutique Capital

The Chief Financial Officer of Boutique Capital, Sarah Poulos, has more than 25 years’ experience as
a Chartered Accountant. Qualifying with Coopers & Lybrand in the UK before transferring to Sydney to work as a Senior Audit Manager for PwC.

Linda CarrollCOO, Boutique Capital

Linda Carroll has been an integral part of Boutique Capital for 3 years, managing operations and
more recently compliance. Linda has built a foundation in business administration and management in the trading, investment banking and wealth management sectors.

Justin SmithCompliance, Boutique Capital

A Compliance Manager of Boutique Capital, Justin Smith has more than 17 years’ experience in risk
and compliance, training and auditing financial advisers as well as overseeing the monitoring and
supervisory function across various AFSLs.

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