Stephen joined Swell in April 2021. He is a financial services executive with more than 25 years experience in general management and implementation roles across financial advice, business services and product solutions. Stephen has worked with small, medium and large corporations including MLC/NAB, Keystone Partnership, Centrepoint Alliance, Suncorp Life and the Macquarie Group.

Stephen holds a Diploma of Financial Markets from FINSIA, an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, and has completed the Company Director’s Course with the Australian Institute of Company Directors. He is currently undertaking a Graduate Diploma of Financial Planning with Deakin University on his pathway to completing a Masters in Financial Planning.

Lachlan is the CIO, with responsibility for all investment decisions of the Swell Global Portfolio. Previously Lachlan was a Senior Analyst with NovaPort Capital. During his tenure, the team achieved an annual return of 23.56% over the period from 2009 to 2013, outperforming the S&P/ASX Small Ordinaries Accumulation Index by 15.42% and earning the Lonsec Fund Manager of the Year (Rising Star) award in 2012. Prior to that, Lachlan was a corporate lawyer working with King & Wood Mallesons (Sydney), The Bank of New York (London) and Allco Finance Group.

Lachlan earned the right to use the CFA designation granted by the CFA Institute in 2010. His professional qualifications include a Bachelor of Commerce (Finance) and a Bachelor of Laws.

Alex commenced his career with Swell in August 2015 and developed many of the technical models and quantitative screens used to manage Portfolio investments and research. In addition to his responsibilities for allocated investments in the Swell Global Portfolio, he directs investment team research projects.

Alex earned the right to use the CFA designation granted by the CFA Institute in 2021. He holds a Bachelor of Commerce (Finance) from Griffith University and was an inaugural member of the Griffith University Student Investment Fund.

Sally joined the investment team in January 2020 and is responsible for research projects related to the Portfolio including concentrated analysis of companies being considered for inclusion. Her fluency in both Mandarin and Cantonese provides critical insights to investment research. While completing her studies Sally gained valuable research experience through intern positions in the UK, China and Australia.

Sally is a CFA Program participant, having successfully completed level III in 2020. She holds a Bachelor of Economics and Finance from the University of Hong Kong and a Masters in Investment and Wealth Management (Distinction) from Imperial College Business School, London.

Denis joined the investment team in January 2020 and is responsible for research projects related to the Portfolio including concentrated analysis of companies being considered for inclusion. Previously Denis directed business development for Seismic Asia Pacific working with technology partners across the Asia Pacific region. He also worked in the mining industry and spent eight years in the Australian Defence Force including two deployments in Afghanistan.

Denis earned the right to use the CFA designation granted by the CFA Institute in 2021. He holds a Bachelor of Commerce (Distinction) from Griffith University and was a member of the Griffith University team who were runners up at the Australian National Finals for the CFA investment research challenge in 2018.

Carol joined Swell in August 2018 as Operations Manager and is responsible for business administration and compliance. She has worked in management consulting, technology and small business, and was part of the team delivering transport services to the 2018 Gold Coast Commonwealth Games.

Carol holds a Bachelor of Arts (Psychology) (Honours) from Sydney University.

Peter joined the Swell Asset Management Board in February 2020. He was Chief Executive Officer of Cambooya Services Pty Limited, one of Australia’s largest single-family offices, from 2000 to 2012. In conjunction with that role, he was also a Non-Executive Director of Rural Press Limited and Landis+Gyr AG.

He currently serves on the investment and trustee boards of various well-known Australian families.

Peter holds a Bachelor of Commerce, MBA and Master of Letters. He is a member of the Institute of Chartered Accountants and Fellow of the Australian Institute of Company Directors.