HERE TO HELP
A wealth of expertise
Everyone who works for SIS across Scotland draws on wide-ranging experience relevant to the needs of the sector. That can be in previous jobs or how they spend their free time in community activities. Their understanding of how organisations really work means they’re best placed to tailor social investment and support to your specific needs.
Head of Finance
Jill is the Head of Finance who looks after the day to day finance and supports the governance at SIS. Jill helps with the running of both the Audit and Risk and Capital and Finance committees, as well as managing relationships with key external stakeholders. Jill is a vital member of the financial team using her knowledge of the third sector, as well as her commercial awareness skills. Before joining SIS, Jill trained with RSM in Edinburgh, becoming a qualified Chartered Accountant. During this time her focus was internal and external audit for the third sector across Scotland. She worked with large national charities as well as smaller organisations, groups and academic associations. Outside of work, Jill volunteers as a financial mentor for the charity Sported and is currently an executive committee member for South East Scotland Scouts. Jill is also a budding triathlete!
|07823 415 002|
Alastair joined SIS in 2009 initially to run the investment team, however in 2011, Alastair became SIS’s Chief Executive. Before joining SIS he worked with Bank of Scotland’s community banking, where he developed his broad and extensive knowledge of social investment. In 2012, Alastair completed the prestigious ‘Strategic Perspectives in Non Profit Management’ programme at Harvard Business School and in 2017 was awarded a Fellowship of the Chartered Banker Institute. Alastair is currently on the board of the North East Social Investment Company in England and the advisory boards of Big Society Capital and Scottish EDGE. Whilst not at SIS or on holiday on the high seas, Alastair enjoys spending time in the kitchen working on his latest culinary creations.
Head of Impact
Lindsay joined SIS in April 2018, bringing with her 16 years of experience advising and supporting businesses, social enterprises, community organisations and charities. Lindsay has supported many organisations in Scotland, and across London and the South East, to build sustainability, supporting them either directly or through partner organisations. Lindsay previously managed a small grant-making trust and brings expertise in creating social impact communications, frameworks and measurement tools.
Lindsay’s role involves managing SIS’ business support activities including our workshop programme, one-to-one support and social enterprise academies. Lindsay and her team are often the first people new customers talk to when they get in touch with SIS.
Lindsay loves living in East Lothian and visiting the beautiful beaches and countryside nearby. In her spare time, you’ll find Lindsay at the cinema, reading, swimming or playing the piano. Lindsay has previously volunteered with Oxfam and a community woodland.
Head of Credit & Compliance
SIS’s Head of Compliance Officer is Alistair, who started in 2011. He is responsible for the company’s investment activities and credit compliance. Alistair provides strong direction and support for credit risk compliance across SIS. Alistair is able to support all types of organisations through SIS due to his extensive financial and relationship skills. He is eager to let organisations know that SIS is here to help and occasionally attends conferences outside of the office, providing credit support. Before his career at SIS, Alistair joined Bank of Scotland where he worked for over 20 years in various roles. His most memorable and enjoyable was the role of Relationship Manager. In his spare time, Alistair enjoys playing football and walking his border terrier.
|07900 571 485|
Investment Manager, Highlands & Islands
Based in Inverness, SIS Investment Manager for the Highlands and Islands is Eileen. Eileen has strong networks across all sectors and is a wealth of practical and personal advice and support to develop community and social enterprises across the region. Having worked previously with the Highlands and Islands Enterprise (HIE) for 20 years, where she was involved in various Community and Business projects, Eileen brings SIS both public and private sector experience. In 2002, she joined Bank of Scotland where she worked in both the Business Bank as well as in Wealth and International as a Private Banking Manager for 6 years. In her spare time, Eileen enjoys travelling and spending time with her grandchildren.
|07747 274 116|
Head of Market Building
Kieran started his career as a youth worker at The Prince’s Trust, devising and delivering training programmes. He’s worked in social enterprise and business development for over 15 years in Senior Management roles, for a range of arts, volunteering and youth organisations. He was Chief Operating Officer of food waste and food poverty fighting organisation, FoodCycle, where he grew the organisations presence from 14 to 30 locations around England in under two years, through a social franchising model, in addition to running FoodCycle’s income generation and operational functions. Most recently he was Scotland Manager for Big Issue Invest, where he delivered a multi-agency partnership, engaging the private, public and third sector in mentoring and lending money to early stage social ventures. He is a keen cyclist who and enjoys giving back by being on the Boards of Scottish social enterprises, MsMissMrs and the TIE campaign.
Fin is the Operations Assistant. Her focus is to ensure the smooth running of the SIS operations and provide admin support to Alastair Davis and the senior management team. Fin brings her acute administrative and organisational skills to SIS and is enthusiastic about the future of social investment and social enterprise in Scotland and beyond. Previously, Fin worked as a Youth Worker in Birmingham, where she helped to run a local youth club for disadvantaged kids in the community. She has worked extensively in both the private and public sectors with Xerox and latterly with Police Scotland. Fin has been involved with charities both in the UK and overseas, and in her free time loves to travel and experience new cultures.
|0131 558 7706|
Lead Fund Manager
Joanne joined SIS as an Investment Manager after a 20 year career in banking. She enjoys supporting organisations to achieve growth and continues to support local communities through Social Investment Scotland. She supports social enterprises to secure investment and enabling organisations to deliver impact and grow their local economy. Previously, Joanne worked with Lloyds Banking group within the Corporate and Commercial sectors and latterly at TSB Business Banking. In her spare time, she enjoys meeting friends and watching her son develop his football prowess.
|07823 414 972|
Brian is an Investment Manager here at SIS. Originally from North Berwick in East Lothian, he’s come from a 30 year career in banking where he found his passion for building lasting relationships and coaching and mentoring organisations and businesses to achieve their goals.
Here at SIS, he supports charities and social enterprises to secure investment, supporting them every step of the way enabling them to develop and grow their business and their impact. Previously, Brian was a Relationship Director for SMEs across the East of Scotland, a Business Mentor for start-up organisations and roles in Business Development.
Brian loves the sea and sports such as golf, kayaking and body boarding. In his spare time, Brian is also a qualified Scuba diving instructor and acts as an instructor at Edinburgh Napier University.
Working closely with the Investment Managers, Brian our Investment Assistant, supports customers through the smooth and simple process of taking on investment. This involves securing and administering all the legal and formal paperwork required to draw down their loan and a variety of investment activities across the team.
For 12 years, Brian worked at Royal Bank of Scotland in various roles. Most laterally as a Portfolio Manager within Credit Delivery, Brian was responsible for completing financial analysis and credit reports for new and existing business lending requests. For 7 years he worked within the retail branches of RBS and then progressed to Commercial Banking where he supported local businesses across a variety of sectors.
Out of the office, when he’s not at the football club, he spends time with his family and looks after his two children.
|07584 028 777|
Head of Investments
Chris joined the SIS family in 2016 as the Lead Fund Manager for the Social Growth Fund. Following 19 years working extensively in corporate and business banking with Royal Bank of Scotland. Chris is passionate about building new relationships as well as supporting high growth and impact for social enterprises across Scotland. By taking time to provide voluntary support to charitable organisations and social enterprises, Chris has developed strong commercial experience through writing grant applications and providing an insightful perspective during meetings. With this experience, Chris has combined his financial and business expertise with his passion to make a measureable and sustainable social impact. Chris is a keen sportsman, taking part in competitive golf and fencing.
|07469 662 157|
Events Project Manager
New to the team for 2020, Julie has spent over 30 years with Bank of Scotland and Lloyds Banking Group delivering arts and sports community sponsorships and a range of stakeholder events. Previous partners Julie has worked with include the Edinburgh International Festival, the Great Scottish Run and the Scottish Football Association.
Julie has many years of experience in planning and delivering large and small scale events with a passion for supporting projects which make a real difference to communities and charities.
In her Spare time Julie loves travelling, going to the gym and walking with her dog, Frank.
Derek is an Investment Manager. His role requires him to travel all around the country including the Highlands and Islands, Argyll and the West of Scotland. During his travels, he regularly meets organisations face to face to discuss funding opportunities. With a strong financial background, he is able to develop business plans and financial information in order to support social enterprises and charities, allowing them to become more financially savvy and access investment. Previously, Derek worked at Bank of Scotland in Relationship Management, as well as TSB. As a lover of football, Derek used to play professionally for Dundee United and East Stirlingshire FC. He is always keen for a charity match.
|07458 048 977|
Laura joined SIS in May 2018 as a Management Accountant. Laura has over 20 years experience in Financial Services where she covered a wide range of responsibilities from income and costs, staff management to major international projects. Her more recent project roles have focused on improving systems, processes, procedures and as a result she hopes to embed some of this experience within SIS as the company continues to grow. In her spare time Laura is an assistant leader at a local girl guide unit, is a qualified yoga teacher and has an interest in alternative therapies.
Trainee Investment Manager
Having completed a summer internship with SIS in 2019, Harry re-joined the SIS family in July 2020 as an Investment Manager Trainee. Harry graduated from the University of Edinburgh with a First Class Honours degree in International Business, during which he studied abroad at the University of Texas in Austin. Now undergoing training with ICAS to become a chartered accountant, Harry works to support our investment team and finance team. His role involves the completion of due diligence assignments, supporting the legal processes on transactions and supporting the portfolio management function. Outside of the office, you will most likely find Harry out on the golf course or spending time with his friends and family.
Events Assistant (Maternity Leave)
Louise joined SIS in April 2018. Louise has over 12 years’ experience in hospitality and events and began her career with Macdonald Hotels. Since then, Louise has gained further experience working on a wide range of events, in addition to weddings, hospitality, city centre venues and Stadia; including Hearts F.C. and BT Murrayfield. Louise hopes to bring her established organisational and planning skills to SIS, ensuring every event runs perfectly.
In her spare time, Louise loves to travel and looks to jet off as much as possible. When she is at home, Louise enjoys spending time with her family and little puppy Alfie.
Marketing and Events Assistant
Jason joined SIS as our Marketing and Events Assistant after over a decade working in the hospitality and drinks industries. He has spent a large portion of that time working to improve and develop several different websites, creating engaging content and working on SEO to optimise the performance of each. He will be assisting our marketing and events team to make sure that SIS keeps on delivering whilst continuing to grow. In his spare time, Jason writes for his own whisky blog and other publications. He also loves the cinema and looks forward to spending the weekends with his young family.
|07783 802 861|
Theresa joined the Investment Team where she supports and assists our customers to secure investment. She is passionate about the third sector and this shines through. For 10 years, Theresa enjoyed her role as a Commercial Relationship Manager at Lloyds Banking Group where she managed a portfolio of 200 customers. Over her career she has worked at HSBC, RBS and recently the Prince and Princess of Wales Hospice in Glasgow.
Theresa volunteers at her local church and attends various charity walks. Previously, she volunteered at a soup kitchen in Glasgow, where she served meals and socialised with those suffering from homelessness. Alongside this, she takes part in Race for Life every year with her friends. In her spare time, Theresa loves to read, goes for regular 5k walks and spends time with her family.
|07458 048 834|
Working closely with the Investment Managers, Sean our Investment Assistant, supports customers through the smooth and simple process of taking on investment. This involves securing and administering all the legal and formal paperwork required to draw down their loan and a variety of investment activities across the team.
For 6 Years Sean played professional rugby in the borders, Edinburgh, Newcastle and South Africa. Over this time, he completed an economics distance learning degree with Heriot Watt university. He has spent the last 4 years in alternative investment advisory, working across numerous asset types and businesses, helping to source and deliver the right funding in each case.
Out of the office Sean continues to stay involved within the rugby community, although playing less these days. He is an avid supporter of sport bringing out the best in communities and has worked with charities such as the School of Hard Knocks to help further this.
|0131 558 7706|
Finance & Operations Manager
Oliver is SIS’s Finance and Operations Manager, supporting and over-seeing the day to day finance processes and operations of SIS. Prior to joining SIS, Oliver studied and qualified as a Chartered Accountant in Aberdeen before moving to Edinburgh to further his career within external audit at Chiene + Tait. Whilst here, Oliver had varied exposure to many small and medium sized Scottish charities including some existing customers of SIS.
Oliver is passionate about providing opportunities for learning and development and in his spare time helps to mentor University of Aberdeen students as they look to kickstart their career. Oliver also volunteers for Edinburgh South Community Football Club and is a keen fan of his hometown football team. He tells us his ability to watch is far superior to his playing!
|0131 558 7706|
Tracy, one of our Investment Managers, spends her time supporting organisations and local communities to achieve growth, enabling organisations to deliver impact and support their local economy. She specialises in community sport social enterprises and helps them to secure investment.
Previously in her career, Tracy focused on the distribution of Scottish Government funding to community organisations and charities. She was Community Safety Development Manager for 6 years and an Investment Manager for Museums Galleries Scotland for 4 years. Tracy is an integral part of the team due to her experience and sector specific knowledge. In her free time, Tracy spends most of her time with her young family.
|07770 019 540|
Lead Fund Manager
Rob is a Lead Fund Manager and works closely with everyone in the investment team. He has worked with SIS for four years. Rob’s role involves the assessment of new lending proposals and relationship management of a portfolio of SIS’s customers. He has experience of making and managing social investments to wide range of sectors including community renewables, arts and culture and consumer products. Rob is a Chartered Accountant and prior to joining SIS he worked at Deloitte advising on the sale of Scottish businesses to both corporate and institutional investors. In his spare time, Rob enjoys the outdoors and is a keen climber and mountain biker.
|07776 760 196|
Jenny started with SIS in January 2020. With a background in finance both in the UK and overseas across a variety of companies and charities, Jenny is excited to move back to the third sector having enjoyed working in this area previously, most recently for Children’s Hospices Across Scotland.
In addition to her extensive experience, Jenny brings a positive attitude and all round good energy to the SIS team and its finance funcation.
In her free time, Jenny enjoys spending time with family and friends, reading, listening to music, food (both cooking and eating!) and planning her next travel destination.
|0131 558 7706|