Meet the executive team
Our business continues to grow through the excellent reputation of our people
Chairman & Founder
After leaving Durham University, Lee was a Financial Planning Manager for HSBC. He then served as a Director of a large independent financial advisory firm for six years before becoming Chief Executive of Cooper Associates Group in 2008.Lee moved to the role of Chairman in September 2021.
Lee is in a non advisory role and responsible for the group’s strategy.
Malcolm works closely with our Board, constructively challenging and helping to develop strategic decisions.
Malcolm has over 30 years’ experience in the manufacturing, service and charity sectors, including running the finance functions for both FTSE quoted companies and Private Equity backed entrepreneurial businesses.
Charles plays a key role within our Board where we benefit from his knowledge in corporate law, to constructively challenge and contribute to our ambitious growth strategies.
Charles is the Managing Partner of Cook Corporate Solicitors. As a result, Charles has strong links in both the investor and corporate community. Charles has extensive experience of working with private companies, public companies, financial institutions, partnerships, private individuals and entrepreneurs.
Cook Corporate Solicitors is a separate and distinct business from Cooper Associates Wealth Management.
As CEO Samantha is responsible for leading the development and implementation of the Group’s short and long term strategy.
Samantha joined the company in 2009 and has held a number of roles within the business, including most recently the position of Group Managing Director.
Having graduated from Cardiff University Samantha joined Cooper Associates in 2008 and was made a director in 2011. Prior to joining Cooper Associates, Samantha worked for a FTSE financial firm in London.
Jack joined Cooper Associates Group in 2011 from a Senior Management position in the Skipton Building Society.
Prior to being appointed Managing Director of Cooper Associates Wealth Management, Jack has held a number of roles in Cooper Associates Group. Working closely with the Senior Leadership team, Jack is responsible for the implementation of the business plans set by the Cooper Associates Group Board.
Most importantly, Jack is responsible for ensuring each client receives an outstanding advice and service proposition from Cooper Associates Wealth Management.
CAA Managing Director
Following an extensive career with leading accountancy firms Kevin joined Cooper Associates Accountants* as its Managing Director in 2016.
Kevin is a trustee of the Cooper Associates Foundation.
*Cooper Associates Accountants is a separate and distinct business from Cooper Associates Wealth Management.
CAM Managing Director
Thomas is the Managing Director of Cooper Associates Mortgages, responsible for the strategic direction and growth of this division. Prior to his appointment as Managing Director, Thomas acted as a Senior Adviser for a number of years and was also responsible for Adviser Development within the firm.
Prior to joining Cooper Associates, Thomas worked for a FTSE-100 firm as a relationship manager.
Operations and Finance Director
Diana joined Cooper Associates Group in 2008 from a senior role in a large financial services firm.
Diana provides strategic direction to the operations and finance divisions.
Neil joined Cooper Associates in January 2018 and is responsible for the marketing strategy within our business.
Neil has over twenty-five years’ marketing experience in a number of industries including the financial services, healthcare, manufacturing and charity sectors.
Neil is a trustee of the Cooper Associates Foundation.