David studied Commerce, majoring in Economics at Curtin University, Western Australia.

He joined AMP Capital Investors in 2006, as a portfolio analyst, working closely with AMP’s quant, multi-asset, enhanced index and ISET teams.

He gained his CFA Charter in 2010 and was also promoted to portfolio manager.

David joined Commonwealth Private in 2012. He was responsible for the investment strategies of Commonwealth Private and the formulation of House Views across all asset classes, including the management of diversified investment portfolios.

He was promoted to Senior Investment Strategist in 2020

Greg has over 18 years of experience in the finance industry. His experience spans institutional asset management, sales and distribution, practice development, at a corporate level, as well as accounting and financial planning having begun his career as an accountant in a leading Private Wealth and Accounting firm.

Greg has deep experience across capital markets and has specifically gained asset class experience across listed equities, property, fixed interest, and private equity. Greg has extensive experience in assisting businesses develop their investment philosophy and then implement their approach through establishing and running investment committees whether that be at a firm or UHNW client level.

Given Greg’s experience spans advice firm client strategy, as well as investment management and dealing with asset consultants at a portfolio level, he is uniquely placed to work with Principals of advice firms to design, construct, implement, and manage tailored client portfolios. These solutions have been proven to drive significant benefits for advice firms as well as achieve superior outcomes for clients.

Greg is a CFA charterholder, and has a Bachelor of Laws, and a Bachelor of Business (Accountancy) from Queensland University of Technology. Greg also holds a Graduate Diploma of Applied Finance and Investments from FINSIA

Hugh founded Atlas Funds Management in 2016 and is the portfolio manager of Atlas Core Australian Equity Portfolio and the Atlas High Income Property Fund (ASX:AFM01).

Prior to founding Atlas, Hugh was a Senior Portfolio Manager at Aurora Funds Management and Head of Listed Securities, managing over $1 billion in managed accounts for Centric Wealth. Hugh has also previously been Head of Basic Materials at Citigroup Investment Research. In this role he covered the chemicals, building materials and steel sectors. In the 2011 Reuters StarMine Equity Analyst Awards, he was rated 5th overall in Australia for stock picking and first in the Diversified Industrials and Chemicals sectors.

Hugh has extensive portfolio management experience gained at Investors Mutual, with a successful track record managing both small and large capitalisation value funds. In 2009, one of the funds he helped manage, the Investors Mutual Future Leaders Fund, won the AFR Smart Investor Award for the best Australian small-cap fund.

Hugh started in funds management with CC&L Investment Management in Vancouver, Canada’s largest independent fund manager with C$60B under management. At CC&L he focused on asset allocation and Canadian equity analysis.

Hugh holds bachelor's degrees in both Economics and Law from the University of Sydney/the University of British Columbia, Canadian Securities Course (Honours) and is a CFA charter holder.

Jonathon brings 14+ years of industry experience to the Melbourne Office, with a primary focus on the wealth channel.

Prior to joining the Firm in 2021, Jonathon was a Senior Investment Specialist with Walsh Bay Partners, a Portfolio Manager and Senior Investment Analyst with Australian Unity, and an Investment Analyst with JBWere.

He also served as a Business Development Manager and Investment Controller with K2 Asset Management, and began his career as a Research Analyst with Standard & Poor’s Fund Ratings.

Jonathon holds a Bachelor of Social Science degree in Psychology from RMIT University, and a Master of Business degree in Banking and Finance from Monash University. He is a Chartered Alternative Investment Analyst, and is a CFA® charterholder

For more than twenty years, Matthew has held a variety of client advisory and corporate roles across the Wealth Management industry in Australia and the UK, with a particular focus on high net worth individuals and families, as well as not-for-profit organisations.

As Head of Investment Relations for Findex, Matthew works in collaboration with the Findex Investment Team and Findex Financial Advisers to help construct and deliver the Findex investment proposition to clients.

Matthew holds a Bachelor of Commerce and a Graduate Diploma in Applied Finance. He is a member of the Financial Planning Association of Australia (FPA) and the Financial Services Institute of Australasia (FINSIA).

Michael Salvatico leads environmental, social and governance (ESG) business development in Asia Pacific for S&P Global Sustainable1, based in Sydney.

For more than 20 years Michael has been providing investment solutions for financial markets. Over the last decade he has focused on sustainable solutions for investors, banks, corporates, regulators, governments and academics. Michael works with these organisations to understand and better Benchmark, Report, Engage, Analyse and Model ESG risks and opportunities across their organisations.

Over this time, a key focus has been climate change impacts on global economies, corporates and financial institutions, with deep experience in de-risking portfolios, identifying opportunities and reporting on baseline footprinting and scenario analysis.

Michael founded the first carbon offsetting service of its kind in 2009, that leveraged compliance markets carbon credits, with Climakind.net. Michael regularly presents at events and has been and continues to be involved in ESG initiatives including, ASFI Technical Working Group – Enhancing sustainability/resilience/stability of the financial system, PRI Fixed Income Working Group, Willoughby Council Sustainability Reference Group, IGCC - Policy Advocacy Working Group, AIGCC - Physical Risks & Resilience Working Group, HKGFA - ESG Disclosure and Integration Working Group.

Prior to joining S&P Global Sustainable1, Michael led Asia Pacific ESG Business Development for Trucost, part of S&P Global.

Michael was an Executive Director at MSCI Inc. and oversaw the company’s ESG Research in Australia and New Zealand. His career experience involves working in portfolio analytics, quantitative investment analysis and ESG research.

Before MSCI Inc., he was part of the highly rated research team at Bank of America - Merrill Lynch for nine years, where he was head of Emerging Markets quantitative analysis.

Michael received a Master of Applied Finance and Investment from the Securities Institute of Australia, and a Bachelor of Commerce from the University of New South Wales.

Robert founded Activus in 2016 with the aim of supporting and enhancing Wealth Practices’ value proposition. He believes that an effective investment management structure is one that delivers alpha through multiple sources, such as asset allocation, investment manager selection, and currency management. Also, he stresses the importance of diversification through listed and unlisted assets to optimise portfolio’s risk and return.

Robert is an investment veteran with more than 27 years of industry experience across regions providing investment management and asset consulting services.
Prior to establishing Activus, Robert founded Brightstone Capital Advisors, a firm that provided investment advisory services to Australian superannuation, institutional and high net worth investors. Preceding that, he was responsible in managing the $3 billion Global Private Markets and $5 billion Global Shares portfolios at Australia's largest corporate superannuation fund.

Before founding his own firm, Robert was an Investment Consultant at one of Australia’s largest asset consulting firms providing investment advice to large industry and corporate super funds, charities, and private wealth clients totaling $50 billion. He had also spent time in London serving three of the largest investment management and asset consulting firms in the region.

Robert champions for Autism related charities and causes, and he was a Board Member of the Autism Behavioural Intervention Association.
Robert holds a Bachelor of Business (Accounting & Law) from Victoria University and has a Graduate Diploma of Applied Finance & Investment from the Financial Services Institute of Australia (FINSIA).

HIs qualifications include B.A; B.Comm; FIAA; CFA; M.Fin