Alex Sumner
Chief of Staff @Blackfinch Group
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WORK HISTORY
Chief of Staff @Blackfinch Group
Gloucestershire, GB
As Chief of Staff, I support the CEO and senior leadership in delivering the firm’s strategic priorities, overseeing planning cycles, and ensuring operational alignment across our multiple business functions. I help shape group-level initiatives and lead on priority workstreams, working across teams to ensure progress is monitored, challenges are addressed, and our company remains agile and responsive to commercial opportunities and external change.
ABOUT ALEX SUMNER
As Chief of Staff and a member of the Group Senior Leadership Team, I work alongside the CEO and business leaders to shape business priorities that benefit our clients and support our corporate objectives. My role offers a broad view across multiple areas of the business and the financial services industry, providing valuable opportunities to evaluate evolving trends and align strategic initiatives to serve both our clients and the company effectively.I am a Chartered Fellow of the CISI and hold Merit Status in the level 6 Private Client Investment Advice & Management (PCIAM), as well as the Diploma in Investment Advice. I also hold the CFA Certificate in ESG Investing. With a background in discretionary fund management, I am an active member of our multi-asset investment team and committee.Recognised for my contributions to the financial services industry, I have twice been named one of Citywire Wealth Manager’s Top 30 under 30 and awarded Incisive Media’s Investment Week Trailblazer Award for impactful and innovative contributions to the field.
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