Education
The Wharton School
Master of Business Administration - MBA, Finance and Strategic Management -UNSW
Bachelor of Science, Co-op Program Scholar -Work Experience
Aware Super
Current
Aware Super
Vestmark
2022-01-01 - 2023-01-01
Vestmark
Vanguard
2018-02-01 - 2022-01-01
Vanguard
Charles Schwab
2009-09-01 - 2018-02-01
Charles Schwab
BlackRock
2004-01-01 - 2009-01-01
BlackRock
Skills
Summary
Accomplished investor and leader with over two decades of experience managing global institutional assets at leading asset management firms and asset owners. As the Head of Public Equity at one of Australia's largest superannuation funds, I am responsible for the A$100+ billion Equity asset class, encompassing both internally and externally managed portfolios. I oversee capital allocation, portfolio construction and investment strategy, while leading teams in Fundamental and Systematic Active portfolio management, and Manager Selection. I have a proven track record of building high-performing teams, scaling investment processes and technology, and delivering consistent performance in both start-up and mature environments. Throughout my career, I have launched one of the most successful ETF businesses, led investment teams overseeing trillions of assets in global equities, as well as launching responsible investing, personalized investing and tax management strategies. With experience in management consulting and technology in Australia, Asia and the Silicon Valley, I bring a diverse skill set and a global perspective. Specialties include: Institutional Investing, Active and Passive Investing, Leadership, Capital Allocation, Portfolio Management, Portfolio Construction, ETFs