Peter Marshall is one of the original founders of Preferred Partners, and has been tirelessly working to ensure that each of our clients receive the best advice and service.
With over thirty years of experience in the investment and finance industry Peter is well equipped to lead our team to success. Having originally founded Preferred Partners to offer clients a
transparent and efficient solution to modern day investing, Peter has taken the once small local brokerage, and turned it into an internationally recognized powerhouse of the financial industry.
Chief Operations Officer
Luca Miller as chief operating officer, is one of the more senior members of our team, who works closely with our interdepartmental teams to ensure efficient and correct day to day workings.
With multiple years of experience in the financial industry, Luca is a valuable asset to Preferred Partners, and their day to day running of the company.Working closely with the CEO Michael Reed, Luca
and his team are always looking for ways to improve the way we conduct ourselves in a changing industry.
Chief Executive Officer
As the CEO of Preferred Partners, Michael is a key decision maker in the expansion and growth of the company, by utilizing his wealth of knowledge of the industry, and network of experts.
Micheal has a solid record of developing unique pathways in the financial industry, and increasing profits not only for the company, but the shareholders and clients as well.
With his unique blend of cross border industry knowledge, Michael’s main focus is on creating longevity in the markets, and ensuring that Preferred Partners can be used for generations.
Senior Portfolio Manager
As one of the more senior advisors at Preferred Partners, Charlie brings 17 years of knowledge and experience of dealing within the US Markets.
Having joined the firm 12 years ago - Charlie is a prime example of what we strive to achieve here at PP. Family-oriented approach, professional and customer service all while making sure his clients are setting up their futures finances securely.
Originally from the Mid-West in the US, Charlie earned a B.S in Business Administration from the University of Minnesota with emphases in Finance and Business Economics.
Mason Bennett is the Chief Trader of Preferred-Partners. He has been with the company for 9 years, having been headhunted from JP Morgan in 2013 where he had spent 7 years prior.
Having 16 years of experience Mason brings a wealth of knowledge to his role specializing in Wealth Management, Capital Growth and Risk Analysis. Priding himself on understanding his individual client’s wants,
needs and risk tolerance to tailor a portfolio to achieve their financial goals.
Chief Compliance Officer
Jacob Peterson has served as Chief Compliance Officer of Preferred Partners since 2012. In addition he has served the financial industry in a career spanning over 30 years, working for the likes of JP Morgan and HSBC. He has also shared his wealth of industry knowledge with aspiring financial advisors through his many lectures.
Jacob Peterson spent almost a decade at JP Morgan where he held leadership positions in international finance, securities, equities and investment banking, as well as serving as a portfolio manager at the firm. The experiences that Jacob Peterson gained from working in the fast pace environment have provided him with deep international financial knowledge, as well as a unique experience with risk management.
Emma Pierce successfully applied to Barclays Bank immediately after graduating from the university of Cambridge and begun her lengthy career in finance.Starting off as a junior assistant broker while working towards her series 7 Emma Pierce absorbed all of the knowledge he could. After earning her series 7 license, he was promoted to a senior broker and started creating her own book of clients.
Emma Pierce became a Preferred Partners portfolio manager after our recruitment team headhunted her for her unique approach to investments and portfolio management came to our attention. Since 2015 Emma Pierce has been happily growing her client book from our office in Taipei.
Head Of Portfolio Management
Kieran Payne has been working in the financial industry for the last 16 years, as a financial advisor working in close quarters with his clients. In his career he has truly learned to understand what a client needs from their financial advisor, and has become a integral part of Preferred Partners team.
With his extensive knowledge of industry rules and regulations as well as a network of associates in the financial industry, Kieran Payne is of paramount importance when it comes to ensuring that our clients receive the best possible advice and information regarding their investment portfolios.
Chief Financial Officer
Gabriel Schmidt joined Preferred Partners back in 2015 bringing his wealth of industry knowledge and private fund management experience with him. Gabriel Schmidt is a former Meryll Lynch analyst and broker which has given him the ability to create unique portfolios for his clients.
Gabriel Schmidt is prides himself on his ability to tailor each investment portfolio to the account holder, based on their financial goals and needs. With over two decades of experience in the financial markets, Gabriel Schmidt’s experience and knowledge has been of great use to us here at Preferred Partners.
Senior Account Manager
Victor Reid brings over 12 years experience to his role as a Senior Account Manager with Preferred Partners
and relishes the opportunity to supply his clients, which range from institutional investors to retail traders, with the same level of high quality information and service.
Victor was headhunted by Preferred Partners 15 years ago after 8 very successful years with HSBC Bank in the UK specializing in Wealth Management for high net worth clients.
With Preferred Partners he values working with all types of investors and guiding them to help achieve theirs and their family’s financial goals faster.
Michael began his career in 1999 as an off shore wealth manager for high net worth individuals and larger international corporate entities. Michael received a DBA from the London School of economics.
Michael Daniels who has been with Preferred Partners for almost a decade brings with him almost 25 years of financial experience with him. As one of the most senior portfolio managers, Michael has lots of
experience with dealing with the market under its many varying peaks and valleys.
Jonathon, as one of our Portfolio Managers, prides himself on providing his clients with in-depth financial advice and portfolio management.
Jonathon has in his years in the financial industry made strong networks with our international client base, by offering them transparent advice.
Jonathon joined the Preferred Partners team in early 2015, after a decade long position at HSBC bank managing personal finance and investment
portfolio’s for their client base. Born in Belfast, Northern Ireland, Jonathon graduated from John Moores Univerity with an MBA in business management.
Rikesh, one of the top brokers here at Preferred-Partners relishes the opportunity to understand his client’s needs in order to formulate a unique plan and strategy to help them achieve their long term goals. Rikesh is very thorough in detail as he ensures clarity is delivered to his clients in order for them to make educated financial decisions.
Rikesh originally graduated from the University of Leeds with a Masters Degree in International Business and Economics. He was head hunted by Preferred Partners in 2015 after spending just over 10 years with Lloyds Bank specializing in Capital Growth Portfolios.
Michael Rawlings,formerly of HSBC Singapore as an investment banker, Graduated from the London school of economics with a 2:1 in business and economics. Michael is well versed in finance with almost two decades of experience in the financial sector.
Michael joined Preferred Partners in 2012 and has been a key player in our client communication progress through the years. He has been integral in improving our investment division and always has believed in successfully guiding his clients towards achieving financial security.
David Clarke has been part of the Wealth Management team for 5 years, having joined us from City Bank in 2017.
David started his career at City Bank after having achieved a 2:1 in Business Economics and Finance from Edinburgh University in 2006.
During his 11 years at City Bank in London, David has been able to gain an in-depth understanding of the world of investing. David's approach is one that allows his investors the ability to build wealth and plan for the future.
Matthew brings with him a true understanding of portfolio management , backed with 14 years of experience and a proven track record of success. Since joining Preferred Partners in late 2008 from the University of Portsmouth, Matthew has aided both retail and institutional investors alike in order to reach financial freedom and security.
Matt has been a shining example of what can be achieved through dedication to our clients cause and his figures really do speak for themselves.
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