Lachlan founded Swell Asset Management in 2014. He is the Portfolio Manager and responsible for investment decisions. Prior to founding Swell, Lachlan worked for six years as a Senior Analyst with NovaPort Capital, a boutique fund manager owned by Challenger Limited. He has sixteen years’ experience in the financial services industry having held legal and investment roles with The Bank of New York (London), King & Wood Mallesons and Goldman Sachs JBWere.
Professional Qualifications and Memberships: Chartered Financial Analyst (CFA), Bachelor of Commerce (Finance), Bachelor of Laws, Member of Responsible Investment Association Australasia.
Mike commenced work with Swell Asset Management in October 2015 moving to a full-time position in August 2016. He is responsible for research and analysis of investment ideas. Mike holds a Bachelor of Commerce (Finance) from Bond University and is a CFA Level 2 candidate.
Christine commenced work with Swell Asset Management in January 2017. She is responsible for promoting Swell Asset Management through marketing, public relations and communication. Christine holds a Bachelor of Education from Griffith University.