Stephen has over 30 years’ experience in investment management, retail and wholesale marketing & distribution and portfolio construction & administration. He joined Atlas from CoreData where he was Director, Partnerships for the global financial services research & strategy consultancy. Immediately preceding this he served as Head of Retail Distribution at Clime Investment Management.
Prior to this Stephen was a founding member and Head of Sales, OneVue Platform Services, where they pioneered the design, development and launch of managed accounts in Australia. Stephen worked with the trustee board at OneVue to drive early managed account market understanding and adoption. He has also served in sales and distribution roles at Philo Capital Advisers and Macquarie Bank.
Stephen holds a Bachelor of Economics (UQ), a post-graduate Diploma of Applied Finance & Investment (FINSIA) and has completed an accelerated executive MBA program at London Business School (LBS).