Our Team

Stephen Everard is a highly acclaimed entrepeneurial business leader and chief executive with an exceptional track record developing innovative leading technology solutions.

Daron Pearce is an award winning industry leader, experienced Chairperson and trusted senior adviser. Prior to founding Daron Pearce Associates, he served as CEO of BNY Asset Servicing in EMEA, leading a $1.5bn turnover business with responsibility for their largest and most complex institutional investor relationships as Head of Global Financial Institutions.

Katherine Damsell was the CEO of The Bank of New York Mellon International for four years until 2022, and prior to that, held several other senior leadership roles within The Bank of New York Mellon, holding both local and global roles. Katherine sat on various Boards as a GNED for the Bank and has a strong background in European Board governance and regulatory requirements. Prior to joining BNYM, Katherine spent 20 years at BGI – now BlackRock – in a variety of leadership roles. Katherine presently sits on several boards as an INED based in the U.K.

Sarah Webb is a highly effective technology specialist with a successful career in digital delivery for global companies. During her tenures she has delivered high value, complex solutions across multiple time zones and operating locations for private companies, corporate and government entities.

Graham Barnes is a senior project, operations and client relationship leader with over 20 years’ experience across banking, consultancy and technology-enabled transformation. He has a strong commercial focus and a proven track record of driving growth across Tier 1 investment banks. He has led major regulatory programmes, delivered multi-jurisdiction change initiatives, and built trusted relationships with global clients and senior executives, combining commercial acumen with delivery expertise to achieve successful outcomes.

Charlotte Everard has overall responsibility for the client experience globally at TaxTec, with over 12 years experience serving institutional investors in the tax recovery sector. Prior to joining, Charlotte was a multiple industry award winner with responsibility for query handling, service reviews and client satisfaction around the globe.

Michael Solo has a long standing background in supporting some of the largest and most demanding Asset Servicing relationships in the world. His career has taken him from being based in Boston, New York and London managing clients with extensive global footprints and complex operating models. Mike has spent the majority of his career with BNY after his early years with Fidelity Investments

Carol Danneau joined TaxTec as Global Operations Manager, having previously served as Head of Operations, EMEA at Goal Group since 2017 where she was also responsible for the global finance team. Prior to that, Carol worked for an employee benefit and financial planning consultancy, building strong client relationships and ensuring outstanding service delivery.

Philip Rothfield is a marketing and business development expert with over 30 years experience in banking, investment and wealth management focused on understanding the needs of complex institutional investors and their clients. Prior to TaxTec Philip was Head of Marketing and Communications, International (EMEA, APAC, LATAM) for BNY.

Will is Senior Managing Director and President of IVY Creek Associates, a global consulting firm serving the financial services industry. He is also a Founding Partner of Global Asset Management Consultants and a Board member of Tokenbridge, an international fintech token distribution firm. Will brings more than 45 years of experience in financial services and previously served as Global Chief Operating Officer of ING Investment Management and COO of New York Life Investment Management. He has also held senior leadership roles at Citigroup, Merrill Lynch, Barclays Group, Security Pacific, and Al Rajhi Capital.

Andrew has spent 35 years in the City working in the post trade space, most recently at DTCC where he was both CEO of their largest Derivatives Trade Repository, DDRL and the head of DTCC’s Regulatory Affairs outside of the US. Today, Andrew is Chair of the UK Accelerated Settlement taskforce leading planning of the UK migration to T+1 in 2027. He is also Chair designate of a new tokenisation venture, the Digital Value Foundation and was until earlier this year when his term expired, Chair of the Data Standards Committee for the Bank of England’s ‘Transforming Data Collection’ initiative.

James is the Chief Finance and Chief Operating Officer for Future Growth Capital, a private markets investment management joint venture between Schroders plc and Phoenix Group plc. James previously held several senior investment management finance roles as CFO for Neuberger Berman Europe Limited, Hermes Investment Management Limited and Morgan Stanley Investment Management Limited. He is a Fellow of the Institute of Chartered Accountants in England and Wales having qualified with KPMG, and holds the Financial Times level 7 Non-executive Director Diploma.

Brian was formerly the Managing Director at Bank of New York Mellon as head of the Securities Services businesses in Australia. He also served as General Manager, Australia for Bank of America Global Custody. Most recently, Brian was General Manager, Sales & Relationship Management at Financial Recovery Technologies, a firm specialising in Class Action Recovery based in Boston, USA.

Peter started his career in London as a stockbroker and subsequently joined Royal Trust Bank of Canada with overall responsibility for Investment Operations and Corporate Trust, also creating a boutique Global Custody business for institutional clients. After retiring as a director of Fidelity Pensions Management, Peter chaired the securities industry ‘Institutions Settlement Group’ comprised of 22 major banks and financial institutions and was appointed to a number of senior non-executive board roles.

Simon is the founder of SC Solves Pte Ltd, a Singapore-based asset services consultancy firm supporting digital custodians and securities services FinTechs establish themselves in Asian markets. He is a former ‘C’ level executive with nearly 40 years securities services experience in multiple leadership roles in the UK, Luxembourg and Singapore. Most recently, Simon spent 12 years in Singapore with Standard Chartered, having previously worked for Brown Brothers Harriman, SWIFT, Citi, Bank of New York and Chase Manhattan Bank.

Stjepan is CEO of Koios Consulting, a leading pan-European IT consultancy and implementation company. He has grown Koios significantly both organically and through selective acquisition since he co-founded it in 2008. Stjepan is an entrepreneur with a Masters in Computer Science and a background as a software developer. He excels at building and leading development teams and has an extensive track record of successfully delivering complex technology projects for large financial institutions.

Steven Weisbrot is an entrepreneur, investor, and creative producer focused on building scalable, technology-enabled platforms in complex, regulated industries. He is the Founder and CEO of Angeion Group, a national leader in legal administration and litigation infrastructure. Under his leadership, the company has evolved into a reputation-driven, technology-forward platform serving complex litigation, mass tort, and restructuring matters across the United States and internationally. Steven’s work centers on operational discipline, proprietary fraud detection and validation systems, AI-enabled workflow automation, and long-term capital alignment designed to create durable competitive advantage.