Sydney, New South Wales, Australia
Believer in the boutique advantage (nimble and founder led) in asset management and that the ‘click to buy’ convenience of listed funds will become the principal way in which people invest. Pinnacle Investment Management Group Limited (Pinnacle) is an ASX listed (ticker: PNI), multi-affiliate investment management firm with ~$150 billion in assets. Pinnacle’s mission is to establish, grow and sustain a diverse and complimentary stable of world-class specialist investment management firms. Visit us at https://pinnacleinvestment.com/ Asset management and stock market expert: With experience having managed client money in listed global equities, written research on US listed asset managers, founder/CEO of an equity research and trading business and founder/CEO and executive of two multi-boutique asset managers. Globally experienced: Worked for top tier firms in London, NYC and Johannesburg, before settling in Sydney which is now home.
Pinnacle Investment Management Group Limited (Pinnacle) is an ASX listed (ticker: PNI), multi-affiliate investment management firm with ~$195 billion in assets. Pinnacle’s mission is to establish, grow and sustain a diverse and complimentary stable of world-class specialist investment management firms. https://pinnacleinvestment.com/
Asset manager that identifies, partners and grows independent asset managers in South Africa by becoming a strategic shareholder in their business alongside the investment team. https://www.rmiim.co.za/
Founding and running #1 ranked institutional equity business in South Africa - a joint venture between Morgan Stanley and Rand Merchant Bank. Equity sales, trading, research and equity capital markets.
US Brokerage, asset manager and exchanges equity research analyst covering stocks such as Goldman Sachs, BlackRock and NYSE.
Managed portfolios of global and US equities. Mercury asset management that subsequently became Merrill Lynch (now Blackrock).
Financial services sector analyst of JSE listed companies and trainee portfolio manager on core portfolios and life insurance funds