Meet the team

Governing BoardExecutive CommitteeSales & DistributionInvestment Team

Craig Burgess

CEO & CIO

Craig Burgess is Chief Executive Officer of ebi Portfolios. Craig has been involved in financial services since 1992, with experience in the wealth management industry both as a financial adviser and serial entrepreneur. 

See full profile

Harry Hitchcock

Chief Operating Officer

Harry Hitchcock is the Chief Operating Officer at ebi Portfolios and a member of the board. Since joining the firm in 2019, he has been instrumental in developing and leading ebi’s operational strategy, ensuring the business remains agile, efficient, and scalable in support of long-term growth.

See full profile

Paul McMahon

Chairman of the Board

Paul McMahon is an Independent Non Executive Director at ebi. In a distinguished 40-year career in financial services, Paul has been chair or member of more than 50 regulated boards.

See full profile

Mike Morrow

Non-Executive Director

As a Non–Executive Director, Mike brings over 30 years of industry experience to ebi. Mike is an ex-board member of PIMFA, the trade body for the UK financial profession. 

See full profile

ㅤ

ㅤ

Craig Burgess

CEO & CIO

Craig Burgess is Chief Executive Officer of ebi Portfolios. Craig has been involved in financial services since 1992, with experience in the wealth management industry both as a financial adviser and serial entrepreneur. 

See full profile

Harry Hitchcock

Chief Operating Officer

Harry Hitchcock is the Chief Operating Officer at ebi Portfolios and a member of the board. Since joining the firm in 2019, he has been instrumental in developing and leading ebi’s operational strategy, ensuring the business remains agile, efficient, and scalable in support of long-term growth.

See full profile

Ashley Owen

Head of Business Development

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered.

See full profile

Nick Walker

Head of Client Relations

Nick Walker is Head of Client Relations at ebi Portfolios. Joining in 2016, he leads all aspects of client engagement across ebi’s core services, supporting financial advisers with evidence-based portfolio construction and the full range of resources they need to deliver the best outcomes for their clients.

See full profile

Sue Smith

Head of Compliance & MLRO

Sue Smith is Head of Compliance and MLRO at ebi. Sue has worked within regulatory and compliance for over 20 years across wealth management, investment platforms and asset management.

See full profile

Jonathan Griffiths, CFA

Head of Investment

Jon is Head of Investment at ebi Portfolios. Joining ebi in 2023, he has 14 years’ experience in the investment industry, including roles as an Investment Specialist within a fund manager and as an Investment Analyst within an investment consultancy.

See full profile

Ashley Owen

Head of Business Development

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered.

See full profile

Debbie Holmes

Business Development Manager

Debbie Holmes is Business Development Manager at ebi Portfolios. Joining in 2017, Debbie is responsible for introducing ebi Portfolios to new advisers and building relationships with both new and existing firms, providing training and support to onboard and utilise the tools and materials ebi provides it’s members.

See full profile

Dan Gregory

Business Development Executive

Dan is a Business Development Executive within ebi. Joining in 2025.

Tom Ranft

Business Development Manager

Tom Ranft is a Business Development Manager at ebi Portfolio’s joining in 2024. Tom is responsible for introducing ebi to advisors across his regions, London and Southeast. 

See full profile

Richard Kelly

Business Development Manager

Richard joined ebi as Business Development Manager in 2024.  Richard’s main remit is to promote ebi’s investment solutions and supporting client engagement tools to prospective new advisers. 

See full profile

Jack Thorogood

Account Manager

Having worked in the financial services industry for over 10 years, I’m proud to bring my expertise to my role as Account Manager at ebi. My mission is simple: to offer the best service and support to our clients, ensuring that their needs are met with the highest standards of care.

See full profile

Craig Burgess

CEO & CIO

Craig Burgess is Chief Executive Officer of ebi Portfolios. Craig has been involved in financial services since 1992, with experience in the wealth management industry both as a financial adviser and serial entrepreneur. 

See full profile

Jonathan Griffiths, CFA

Head of Investment

Jon is Head of Investment at ebi Portfolios. Joining ebi in 2023, he has 14 years’ experience in the investment industry, including roles as an Investment Specialist within a fund manager and as an Investment Analyst within an investment consultancy.

See full profile

Joshua Clarke, CFA, CPIM

Portfolio Manager

Josh is the Portfolio Manager at ebi Portfolios. Joining in 2018, Josh is responsible for ebi’s evolving performance and analytical resources, trading and rebalancing, as well as developing ebi’s portfolios and strategy.

See full profile

Sam Startup, ACSI

Investment Analyst

Sam, an Investment Analyst at ebi portfolios, became part of the team in July 2022 following his graduation from the University of Liverpool with a BA (Hons) Degree in Business Economics.

See full profile

Jonathan Simpson, MSci

Investment Oversight Analyst

Jonathan joined ebi in January 2024. He graduated from the University of Birmingham with a Master’s degree in Theoretical Physics in 2015 and has since had a varied career before settling in to the finance industry.

See full profile

Jaideep Dosanjh

Data Analyst

Jaideep is a data analyst at ebi Portfolios, and joined the team in September 2025. He graduated from Aston University in July 2024 with a first-class honours degree in BSc Business Analytics.

See full profile