Concise Asset Management (Concise) is a Melbourne based Australian Equities Funds Management business. Concise specialise in Mid Cap Australian equities. Concise managed of more than $1.2b on behalf of both institutional and retail clients.As CEO my responsibilities involve all operation duties of running the business including, accounting, legal, IT, HR, Compliance, managing relationships with various third party providers including fund administration, custody and audit. I also Chair the Concise Shareholders Board.One of my primary responsibilities is that of sales and marketing and maintaining and fostering relationships with various clients both in the institutional (Super Funds & Investment Consultants) and retail space (Family Offices, Independent Research Groups, Platform Providers, Dealer Groups and Financial Planners . When Concise opened its doors in 2007 it had $1m in funds under management. At the peak we managed more than $1.25b.

UBS Global Asset Management is one of the largest investments mangers globally. In Australia I was part of a team that oversaw more than $25b in funds under management across more than 12 strategies.I was employed as a Director of Business Development/Sales and Marketing. In this role I was the Account Manager responsible for all wholesale managed investment sales in Victoria, Western Australia and South Australia. I was a member of the Ascent Global Leadership program within UBS.