About us

Jerry Lees has been an active entrepreneur in the success of multiple technology and financial businesses. Previously, Global Head of Alternative Execution at Credit Agricole Cheuvreux and Partner on the Executive Committee for 12 years in the Group, firstly in Asia and then Europe.

Paul was previously a Managing Director at Citigroup and Head of Wholesale Execution Services EMEA, spearheading the new wholesale broker to broker business and tasked to integrate electronic trading products with custody and clearing. Prior to Citigroup he was CEO of NYFIX International Ltd, responsible for the build out and launch of NYFIX Euro Millennium MTF (Multilateral Trading Facility – a dark pool).

Steve has over 25 years of experience in both front and back office roles across multi-asset class environments. Having built and managed stable trading infrastructures for many years, Steve has held previous roles as COO, Director, and Head of Technology & Operations at firms including Kyte Broking, Marex Spectron, and Eden Financial

Mark has over 28 years of experience in the Investment Banking Industry – and joined Linear Investments in January 2014. Working for S.G. Warburg & Co on the European market making and Portfolio Trading Desks from 1987. Following this Mark was a Managing Director at Bear Stearns International where he helped build the European Portfolio Trading sales desk and was a key contact for the Prime Brokerage team. Thereafter Mark held positions on the electronic trading sales desks at CA Cheuvreux (Senior Sales Manager) and Knight Capital (Director).

A mutli-asset sales and trading career in institutional financial services. Covering Equities, Fixed Income, Structured Products, Mutual Funds, FX, Futures & Options. Extensive breadth of experience and a reputation for a strong work ethic, integrity and results. Meticulously balances customer service with risk, revenue and cost. Differential factors: deep practical and academic understanding of sales, trading and risk management through specialised MBA. Continued professional development in Compliance and Investment Management. Enjoys horse racing, football (viewing) and boot camp (participant).

Simon has over 20 years of experience working within financial services and is considered an expert in multi-disciplines across traditional and alternative asset classes. As CIO and founding member of Blue Oak Capital Group, Simon implemented advanced research systems, taking on responsibility for proprietary software and portfolio construction. A member of the Investment Committee he also undertook responsibility for two fund of hedge funds, a structured European equity portfolio, establishing an on-shore private equity team for Chinese investments, and building a multi-currency debit card.