Neil Younger
Group CEO and Managing Director
Neil is the Group CEO and Managing Director of Fortnum Private Wealth and brings his dynamic, organisational leadership experience to the team.
Daniela Mascarello
Head of Advice
Daniela has over 13 years’ experience in the financial planning industry.
Glen Castensen
Chief Operating Officer
In addition to his other COO duties, Glen is responsible for Research, Platforms and the MDA Service. He is part of the leadership team and also assists with key strategic and growth initiatives. Glen has over 25 years of experience establishing, developing and managing private wealth services firms. Outside of work Glen enjoys family, technology,…
Cassandra Mackay
Head of Technology
Cassandra believes that technology can deliver efficient solutions for great advice and client engagement in the financial services industry.
Simone Munro
Head of Professional Development
Simone’s role at Fortnum incorporates her passion for helping people grow and develop.
Jenny Psathas
Head of Operations
Jenny is responsible for all group operation functions within Fortnum inclusive of policies and procedures, onboarding, brokerage and scheduling of adviser audits.
Robert Skinner
Head of Key Accounts
Rob has been in the financial services industry for over 25 years. He was worked in successful planning practices, corporate roles, built and ran his own planning practice and was the lecturer for Financial Planning at the Newcastle Graduate School of Management. Rob then sold his practice and built a client engagement platform, innergi, which…