Leadership Overview
Macquarie has 10 executives leading key functions including operations, finance, risk, and revenue.
Driven by a commitment to innovation, Macquarie provides a comprehensive suite of financial services across 33 global markets, impacting both business and consumer clients with specialized expertise in investment and finance solutions.
Driven by a commitment to innovation, Macquarie provides a comprehensive suite of financial services across 33 global markets, impacting both business and consumer clients with specialized expertise in investment and finance solutions.
Leadership Roles at Macquarie
Patrick Upfold - Chief Financial Officer
Patrick Upfold, the Chief Financial Officer at Macquarie, oversees the financial health and strategic fiscal planning for the global financial services group. This critical position involves managing all financial operations, including accounting, budgeting, forecasting, and financial reporting, across Macquarie's extensive network in 33 markets. Upfold's responsibilities encompass ensuring robust financial controls and driving financial strategies that support the company's diverse service offerings, from asset management to commodity trading. The Chief Financial Officer plays a key part in capital allocation and investment decisions, directly influencing Macquarie's ability to expand its market reach in regions like North America, Europe, and Asia Pacific. By maintaining financial discipline and identifying growth opportunities, Patrick Upfold ensures the company's sustained profitability and its capacity to deliver specialized investment and finance solutions to a global client base. This role is fundamental to supporting Macquarie's diverse portfolio and its commitment to serving both business and consumer clients.
Timothy Petty - Finance Principal & Chief Financial Officer
Timothy Petty, the Finance Principal & Chief Financial Officer at Macquarie, directs the financial strategy and operational accounting for key financial initiatives within the global financial services group. This role involves deep engagement with financial planning, analysis, and reporting across Macquarie's diverse business units operating in 33 markets. Petty's responsibilities as Finance Principal include providing expert financial guidance on complex transactions and investment opportunities, while the Chief Financial Officer function ensures the integrity of financial data and compliance with global regulatory standards. The Finance Principal & Chief Financial Officer plays a vital part in optimizing financial performance and resource allocation, supporting Macquarie's comprehensive range of services from leasing and asset financing to commodity trading. By ensuring sound financial management, Timothy Petty contributes to the company's ability to deliver specialized finance solutions and maintain its strong market presence in regions such as Europe and the Middle East.
Jas Dosanjh - Chief Operating Officer
Jas Dosanjh, the Chief Operating Officer at Macquarie, directs operational strategy and execution across the global financial services group. This leadership role involves optimizing internal processes and ensuring the efficient delivery of Macquarie's diverse offerings, which span asset management, banking, wealth management, and leasing. Dosanjh's oversight extends to streamlining operations in North America, Europe, Asia Pacific, South America, Africa, and the Middle East, aligning with the company's broad market presence. The Chief Operating Officer ensures that operational frameworks support the company's mission of providing specialized expertise in investment and finance solutions. By driving operational excellence, Jas Dosanjh directly contributes to the company's ability to serve both business and consumer clients effectively across 33 markets worldwide. This involves managing the complex interplay of various business units and ensuring seamless integration of new services and technologies to maintain a competitive edge in the global financial landscape.
Chris Silva - Manager, Distribution Governance & Chief Operating Officer, Team
Chris Silva, the Manager, Distribution Governance & Chief Operating Officer, Team at Macquarie, leads critical functions related to the governance of distribution channels and operational oversight for a specific team within the financial services group. This dual focus ensures that distribution strategies align with regulatory requirements and operational efficiencies are maximized. Silva's responsibilities include establishing and enforcing governance frameworks that dictate how Macquarie's comprehensive range of services are brought to market across its 33 operating regions. The Manager, Distribution Governance & Chief Operating Officer, Team also drives operational improvements within their designated team, contributing to the seamless delivery of asset management, banking, and wealth management services. By ensuring robust governance and efficient team operations, Chris Silva supports Macquarie's mission to provide specialized expertise and investment solutions to a global clientele, reinforcing the company's presence in key markets like North America and Asia Pacific.
Kate Hesse - Manager, Equities Global Chief Operating Officer Division
Kate Hesse, the Manager, Equities Global Chief Operating Officer Division at Macquarie, directs operational strategy and execution within the equities segment of the global financial services group. This leadership position involves overseeing the operational frameworks that support Macquarie's extensive equities trading and asset management activities across its 33 international markets. Hesse's responsibilities include ensuring the efficiency and effectiveness of operations within the Equities Global Chief Operating Officer Division, aligning with the company's broader mission to provide specialized investment and finance solutions. The Manager, Equities Global Chief Operating Officer Division focuses on optimizing processes related to market access, commodity trading, and specialist advisory services. By driving operational excellence in the equities domain, Kate Hesse contributes significantly to Macquarie's ability to serve business clients globally, particularly in regions with active capital markets such as North America and Asia Pacific. This role is vital for maintaining the integrity and performance of Macquarie's financial offerings.
Jess Walpole - Chief Operating Officer, Macquarie Capital (APAC)
Jess Walpole, the Chief Operating Officer, Macquarie Capital (APAC), spearheads operational strategy and execution for the capital markets division within the Asia Pacific region. This leadership role involves optimizing the delivery of Macquarie Capital's comprehensive suite of services, including specialist advisory and capital raising, across the APAC markets. Walpole's responsibilities focus on enhancing operational efficiency and ensuring robust governance frameworks that support the division's growth objectives. The Chief Operating Officer, Macquarie Capital (APAC) works closely with regional leadership to align operational capabilities with strategic priorities, contributing to Macquarie's overall mission of providing expert financial solutions. By driving operational excellence in the APAC region, Jess Walpole directly supports Macquarie's expansion and its ability to serve business clients effectively in this dynamic market. This role is crucial for maintaining the high standards of service and operational integrity expected of Macquarie's global operations.
Endy Susanto - Associate and Manager, FIC Chief Operating Officer
Endy Susanto, the Associate and Manager, FIC Chief Operating Officer at Macquarie, oversees critical operational functions within the Financial Institutions Group (FIC) of the global financial services group. This role involves ensuring the efficient and effective delivery of services related to banking, wealth management, and specialist advisory within the FIC segment. Susanto's responsibilities include implementing operational improvements and maintaining governance standards that align with Macquarie's broader business objectives across its 33 markets. The Associate and Manager, FIC Chief Operating Officer focuses on streamlining processes and enhancing the operational framework to support client needs in areas such as leasing and asset financing. By driving operational excellence within the FIC division, Endy Susanto contributes to Macquarie's ability to provide specialized financial solutions and maintain its strong presence in key global markets, including North America and Asia Pacific.
Lisa Sonnabend - Head Global Chief Operating Officer, Central Division, Commodities & Global Markets , Macquarie Group (Cgm)
Lisa Sonnabend, the Head Global Chief Operating Officer, Central Division, Commodities & Global Markets, Macquarie Group (CGM), directs operational strategy and execution for a significant segment of Macquarie's global operations. This leadership position involves overseeing the complex processes that underpin the company's commodity trading, market access, and global markets activities across its 33 operating regions. Sonnabend's responsibilities include ensuring operational resilience, driving efficiency, and maintaining high standards of governance within the Commodities & Global Markets division. The Head Global Chief Operating Officer, Central Division, CGM focuses on optimizing the delivery of Macquarie's diverse financial offerings, from asset financing to specialist advisory services. By enhancing operational frameworks and fostering collaboration across global teams, Lisa Sonnabend directly supports Macquarie's mission to provide expert financial solutions and maintain its competitive edge in international markets, particularly in North America and Europe.
Annabel Stewart - Head Chief Operating Officer, Rmg Central, Risk Management Group
Annabel Stewart, the Head Chief Operating Officer, Rmg Central, Risk Management Group at Macquarie, leads operational strategy and execution within the central functions of the Risk Management Group. This critical role involves ensuring the efficiency and effectiveness of operational processes that support Macquarie's comprehensive risk management framework across its 33 global markets. Stewart's responsibilities include optimizing internal operations, implementing robust governance, and driving continuous improvement initiatives within the Rmg Central division. The Head Chief Operating Officer, Rmg Central, Risk Management Group plays a vital part in aligning operational capabilities with the group's mandate to safeguard Macquarie's assets and client interests. By enhancing operational performance and ensuring seamless integration of risk management processes, Annabel Stewart contributes to the company's ability to deliver specialized financial solutions and maintain its reputation for stability and expertise worldwide, particularly in regions like North America and Asia Pacific.
Amy Mahony - Chief Risk Officer & Chief Revenue Officer, Macquarie Asset Management
Amy Mahony, the Chief Risk Officer & Chief Revenue Officer, Macquarie Asset Management, holds a dual mandate critical to the success of Macquarie's asset management division. This leadership role involves rigorously managing financial and operational risks while simultaneously driving revenue growth across the division's extensive portfolio. Mahony's responsibilities encompass developing and implementing comprehensive risk management frameworks that safeguard Macquarie's assets and client investments across its global operations in 33 markets. Concurrently, the Chief Revenue Officer, Macquarie Asset Management focuses on identifying and capitalizing on new revenue streams, enhancing client relationships, and expanding market share in key areas like wealth management and specialist advisory. By integrating risk mitigation with revenue generation strategies, Amy Mahony ensures the sustainable growth and financial stability of Macquarie Asset Management, reinforcing its position as a leading provider of investment solutions worldwide, particularly in regions like North America and Asia Pacific.
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Frequently Asked Questions Regarding Macquarie Top Executives and Leadership Team
