Executive Management Team

SAA Master Stockbroker

Mr Coppin has over 18 years professional experience in the area of financial services. Having commenced his career at McIntosh Securities, which later formed part of the Merrill Lynch Group, Andrew has been actively involved in the area of Private Wealth Management since 1995. Having worked with Merrill Lynch in retail and institutional equities, both domestically and internationally, Andrew went on to further his career as a Senior Financial Adviser with Johnson Taylor Potter, a firm which later merged with Bell Potter in 2001. His progression into executive management commenced with Bell Potter where he fulfilled the role of State Manager (WA and NSW), as well as acting as the General Manager for national business development over a number of years. Following this, Andrew was appointed to the positions of Executive Director and Head of Private Wealth at Patersons Securities Ltd, where he worked for two years, managing and growing their national business.
In 2009, Andrew founded Coppin and Partners under his own AFSL, a boutique wealth management firm for high net wealth private and corporate clients. Coppin and Partner merged with Wilson HTM in February of 2011. This coincided with his appointment as the Head of Private Wealth Management, before subsequently being appointed as Managing Director in October 2011.
Andrew holds a Professional Diploma in Stockbroking and is registered as a Master Stockbroker of the Stockbrokers Association of Australia (SAA), where he also sits as a Director on the SAA board.

Bachelor of Commerce, University of Queensland
Member, Securities & Derivatives Industry Association

Duncan Gamble began his career with Wilson HTM in 1994, managing the operating department in the Brisbane office before moving to Sydney in 2001 to focus on Institutional Sales. In 2006 Duncan was promoted to the Head of Institutional Sales to lead his team through his experience and success.
His key clients are based in Australia, Asia and Europe.

B.Ec
Jamie has over 25 years experience in investment markets including 10 years in London as Head of Australian Institutional Sales for Merrill Lynch.
After returning from London, Jamie ran Corporate Broking for Merrill Lynch whilst working alongside the Equity Capital Markets team and was later appointed co-head of ECM in 2004.
Jamie worked for Paterson's Securities as a Director in Corporate Finance before joining Wilson HTM in April 2007 as a Director in the Corporate Finance team.

BCom / LLB
Graduate Diploma in Applied Finance from Finsia
CFA.

Jacqui has over 18 years’ financial markets experience, joining Wilson HTM in 1994 before moving to Credit Suisse First Boston in late 1996 where she was part of the number one rated small companies team for 6 years. Jacqui left CSFB to join Suncorp Investment Management in 2002, before joining Magellan Financial Group in 2007 to lead their Research team.

In 2008, Jacqui re-joined Wilson HTM as a Senior Research Analyst and in late 2011 was appointed to the role of Wilson HTM Head of Research.

Bachelor of Commerce

Karen joined Wilson HTM Investment Group Ltd in early 2010. She is the Group’s CFO and responsible for all the support activities including IT, HR, Operations, Compliance and Risk Management.

Prior to joining WIG, Karen was CFO at Keybridge Capital Limited for four years. Other organisations in her career include Commonwealth Bank, where she held senior leadership roles in the Bank’s Institutional, Agribusiness and Corporate businesses and as a member of the advisory board for Colonial’s Private Equity, Leighton Holdings Limited, HSBC Australia and Esso Australia. Karen is also a Council member of Chief Executive Women.

Bachelor of Economics, UQ

Sandy Grant has been the Fund Manager of the Wilson HTM Priority Growth Fund since 2005, and co-manager of the Core Fund since its inception in mid 2010. He has 30 years experience in the industry with a number of institutions including 4 years at Jardine Fleming as an Institutional Adviser.

Sandy joined Wilson HTM in 1992 where he has been Head of Institutional Stockbroking and was a Director of Wilson HTM Ltd from 2004 to 2007, and has been a Wilson HTM shareholder since 1995 and a key investor in the Wilson HTM Priority Funds.