The key members of the team who deliver the services are:
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Anne Laing CA - Head of Administration Services
Scottish Chartered Accountant - Professional office background - working in financial services since 1995. FSA threshold competent investment administrator and NFA associated person. Registered Auditor authorised by the Institute of Chartered Accountants of Scotland. |
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David Fraser ACCA - Company Accountant
David joined Valu-Trac in December 2010. Previously working in General Practice with Frame Kennedy & Forrest (2001 - 2005) and with Ritsons (2005 - 2010), both of which are independent chartered accountancy firms. He qualified as a member of the Association of Chartered Certified Accountants (ACCA) during April 2010.
David obtained a BA in Accounting and Finance from Heriot-Watt University in 2001. |
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Marian Conti - Senior Fund Accountant
Professional office background in accountancy and investor services. Experienced in administration of equity, bond and hedge funds. |
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James Brown - Fund Accountant
James joined Valu-Trac on August 1st 2011 from Caley Fisheries in Peterhead where he had been involved in the administration and accounting for fishing vessel partnerships and companies since 2001. He had previously worked in similar roles with Smith Maritime and Shore Hydraulics and had also a years work experience with BP/Britoil whilst at University.
James is a graduate of the Robert Gordon University of Aberdeen where he obtained a BA (Hons) in Business Studies in 1991. He is currently studying towards the ACCA qualification. |
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Carol Kirk ACCA - Fund Accountant
Carol joined Valu-Trac in 2010. She qualified as a member of the Association of Chartered Certified Accountants (ACCA) during August 2011.
Prior to joining Valu-Trac she worked as a Corporate Finance Executive with Chartered Accountants Johnston Carmichael and previous to that she was an investment assistant with Bell Lawrie. She is a graduate of Aberdeen University in Accountancy and German (MA Hons). |
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Barbara Richards - Fund Accountant
Barbara has extensive investment fund administration experience coupled with SFA qualifications gained whilst working in financial services since 1986 in various sizes and types of organisations. |
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Elise Reid - Fund Accountant
Retail financial services background with degree in mathematics and financial services. Studying towards Securities and Investment Institute – investment administration. Experienced in administration of UCITS funds and hedge funds. |
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Andrew Gordon - Fund Accounting Assistant
Financial Services background including hedge fund administration. Has BSc(Hons) degree in Economics and attained the Securities & Investment Institute’s Investment Management Certificate in 2001. |
