OUR PEOPLE

While our clients are always at the heart of everything we do, it is our team of hand-selected professionals who deliver the excellent service we’re known for. Our team’s experience and commitment are second to none, and each and every member plays an invaluable role. It’s our people that make the difference.

Steve’s extraordinary combination of technical, research, and communication expertise has taken him to the highest levels of academia, finance and business.

Steve played a key role in helping to grow the Australian arm of global asset manager, Dimensional Fund Advisors and managed Australian and global equity portfolios, the Asia Pacific trading team and the introduction of direct market access trading and fixed interest strategies.

Steve also held a key role in helping to communicate investment processes to institutional and advisor clients and prospects. He has the gift of synthesizing complex ideas, adding context and bringing them to life in new ways for multiple audiences.

Steve served on the faculty of the University of New South Wales, with teaching and research interests in quantitative finance. 

Dr Stephen Garth

Manager : Strategy & Corporate Development

The difference is our PEOPLE

  • All
  • Advisers
  • Board
  • Executive Leadership Team
  • Investment Committee
All
  • All
  • Advisers
  • Board
  • Executive Leadership Team
  • Investment Committee

James Beresford

Managing Director | Financial Adviser

Trudi Beresford

Director | Financial Adviser

Harry Bronn

Senior Financial Adviser

Lara Gomez

Relationship Manager

Sam Carmiggelt

Associate Adviser

Scott Marshall

Head of Investments

Alex Mercado

Associate Adviser

Saul Eslake

Chief Economic Adviser

Vic Chau

Chairman

Dr Stephen Garth

Manager : Strategy & Corporate Development

Michael Clegg

External Senior Investment Adviser