I am an experienced financial services CEO, COO, and Director who has overseen clients’ investment funds as a trustee or fiduciary for over 30 years in leading Australian and global firms. Experienced in general management, governance/compliance, risk management, relationship and partner management, investment operations, IT/cybersecurity oversight in highly regulated, high-value fields. Experienced business unit manager with a long history of line management, business development, and P&L responsibility. I am the Chief Operating Officer at Bell Asset Management, previously Chief Executive Officer and member of the Board, and President and Director of Bell Asset Management USA Inc. Prior to joining Bell as COO in 2008 I held senior positions at Bell Potter, UBS Wealth Management and National Australia Trustees. From 2017 to 2024 I was CEO and Managing Director of Bell Asset Management before returning to the role of COO.I have a technical approach of being both very broad (covering all the necessary domains in a medium-sized fund manager with global operations) and very deep (with technical expertise and an approach of “getting under the hood” in a range of areas).I have deep experience as a company director and trustee with current and recent directorships in the for-profit, not-for-profit and statutory body sectors in Australia and the USA. Practiced committee chairman and company secretary.Ongoing commitment to socially responsible investment, with 10 years of ESG Officer responsibilities in a fully integrated ESG firm, membership of Financial Services Council and UNPRI expert groups, and personal postgraduate research and study in the area.