Our Team

Frank started his career in 1993 at Credit Suisse Financial Products as an Equity Derivatives trader based in London. He later worked at Bankers Trust as a senior multi-asset Equity Derivatives Trader before becoming Head of Exotic Equity Derivatives Trading at Commerzbank. After a decade as a trader, Frank moved to Deutsche Bank to build and manage the Quantitative Products Engineering businesses across EMEA and Asia, being based in London and Hong Kong. In 2008, Frank joined Morgan Stanley to run Financial Engineering in EMEA and Americas, being based in London and New York and later became Global Head of the Retail Structured Products platform. Prior to launching Levendi Investment Management, Frank was the Global Head of Equities (Structured Products) at Jefferies. Frank holds a Doctorate from Oxford University and is a Freeman of the City of London.

Alae has been actively involved in most aspects of the Fund since close to inception from managing risk, deal origination, day to day processes, to liaison with the Fund’s stakeholders. He brought with him Investment experience from one of the biggest multi-jurisdictional offshore and onshore players in the Pension industry, looking after c. £2b of assets with a significant exposure to a variety of structured products. Previously to that Alae has held a number of positions which gave him a ‘full-stack’ range of experience and understanding of the Finance industry. Alae has conducted his education at top European Business Schools and holds a Masters in Finance.

Nick has more than 22 years experience in the derivatives space, starting at Dresdner Kleinwort Wasserstein in 2002 where he worked on the first UCITS Equity Structured Product Fund, before building the UK Equity derivatives business at Lehman Brothers until shortly before their demise in 2008. Moving to Santander he spent 7 years first setting up the UK Private Banking Structured Business, before moving across the trading floor to develop UK Institutional Fixed Income solutions covering Pension Funds, Insurance Companies for Santander. In 2015 Nick joined Jefferies as the Head of Equity Structured Product Sales EMEA tasked with building out their Securitised Products business. Nick has had significant experience structuring market leading and tax efficient solutions for UK investors, and joined Levendi in November 2022 to broaden our client base. Nick sits on a number of boards and holds an Economics degree from the University of Bristol.

Tara joined Levendi in April 2024 to broaden our client base and provide further sales and analytics capabilities.

Prior to Levendi, Tara worked as a Private Equity Advisory Analyst at Rede Partners supporting in the preparation of materials and executing fundraising processes. She has also undertaken an Investment Banking Analyst role in the Equity Capital Markets division at Lazard. Throughout university, Tara completed a myriad of internships with Goldman Sachs, Lazard, Blackstone, Citi, RBC and PIMCO across investment banking, private equity, sales and trading, and asset management.

Tara holds a First Class Honours degree in Economics from the University of Warwick.

Art is responsible for the product analysis that is at the heart of Levendi’s proposition. Art started to develop the model that we use to evaluate risk and return immediately after the March 2012 paper from the FCA. Prior to working on this Art was developing statistical arbitrage strategies and portfolio optimisation tools at Noble and Co. At J.P. Morgan Art was responsible for marketing derivative products and had a particular focus on hedge fund derivative solutions and asset and liability modelling. He was also responsible for building pricing models, risk management tools and value-at-risk techniques that became RiskMetrics.

Stefan is currently the Chief Legal Officer at NEOM Company, which is developing a region in the North West of Saudi Arabia as part of the Kingdom’s Vision 2030 strategic framework. Stefan is an English law solicitor and before joining NEOM has held Executive Committee roles in listed energy companies variously as General Counsel and as Commercial and Legal Director, Chief Risk Officer, and Company Secretary. He has been a Partner in a major international law firm and has worked across the globe including assignments in the UK, Paris, Dubai, Jakarta, Singapore, and Hong Kong.

Before setting up Wealth Management Experts Ltd, Arek Martirossian worked at HSBC Bank, where he was one of the Bank’s top advisers in the UK. He advised entrepreneurs and business owners as well as commercial, corporate, personal and offshore clients. He has 30 years experience in the financial services industry.

He read Physics at Cardiff University before embarking on a career in finance. He lives in Sussex and is married with two children. He enjoys skiing, tennis, travelling and the occasional game of golf.