Our Management Team
Laura Russell-Young MCSI, Managing Director
Laura is the Managing Director of Yealand and has been with the Company since early 2014. She has worked in the financial industry for the last 18 years primarily in client services and operations for investment management companies. Laura was previously Head of Operations for Sand Aire Ltd, a multi family office and was responsible for the operation of their ACD. Prior to that she was Head of Client Services at Berry Asset Management, a boutique investment management company where she worked for 12 years.
Stuart Smith, Operations Director
Stuart is responsible for the day to day running of the Fund Administration, Transfer Agency and Fund Accounting areas of the business. He has 25 years experience of working in operational departments within financial services companies including 9 years at Royal & Sun Alliance and 9 years at Capita Financial Group. He joined Yealand when it was first established in 2008 and is now an Executive Director of the Company. Stuart is an associate member of the Chartered Institute of Securities & Investments (CISI).
Michelle Gordon, Transfer Agency Manager
Michelle is responsible for the Transfer Agency department which includes the dealing, registration, settlements and distributions. Michelle joined Yealand in 2008 and is a member of the Management Board. Before joining Yealand Michelle work for 8 years at Capita Financial (formally City Financial). Her role at Capita was the London IT Support Supervisor, supporting over 120 staff across 3 offices. Prior to that Michelle worked for First Group as a Technical Support Supervisor and was responsible for cash reconciliations, IT and product support as well as software development.
Peter Wallace, Operations Manager
Peter is responsible for the Valuations and Administration function for all of the funds, as well as the Fund Accounting Team, focusing on the statutory reporting requirements for all Yealand clients. He joined Yealand in 2008, when the business was first established and is a member of the Management Board. Peter has 18 years of Fund Accounting experience in the financial services sector, including Unit Trusts, OEICs and Life and Pension Funds. Previously he has worked at Royal & Sun Alliance in unit pricing roles and spent 12 years with Pearl Assurance as a Trust Accountant and Life Fund Accountant. Peter is an associate member of the Chartered Institute of Securities & Investments (CISI).
Joe Duffy, Compliance Manager
Joe is responsible for the Compliance Oversight function, in respect of each of Yealand’s clients. He joined Yealand in 2008, when the business was established and has over 16 years experience within the financial services industry, including over 7 years with Capita Financial Group, working in fund administration, client liaison and compliance. Joe is an associate member of the Chartered Institute of Securities & Investments (CISI) and a member of the Institute of Credit Management (ICM).
Roger Scholes, Finance Manager
Roger joined Yealand in 2015 and is responsible for the Finance function including the accounting for Yealand as well as their clients. Roger has over 15 years experience of working in the financial services sector, including pension administration, treasury back office and insurance. Previously he has worked at Royal & Sun Alliance, Alexander Forbes and Thomas Cook financial service division. He has been a member of the Association of Chartered Certified Accountants (ACCA) since 2002.