FOUNDER, MONTH WEALTH
MW IC Chairman

-Founded Mont Wealth to combine high-level advice with cutting-edge investment solutions

-20+ years of experience across stock brokering and wealth management.

-Passionate about investing with a knack for finding skilled investment managers and building long-term client and investment relationships

-Highly communicative and dedicated steward of client capital responsible for directing the

effectiveness and research efforts of the IC to ensure improved well-being and investment excellence for clients.

DIRECTOR, GREENWOOD CO
MW IC Member

-18+ years of investment analyst and portfolio manager roles across passive, active, multi-asset and quant fund.

-Responsible for the daily monitoring and oversight of the Mont Wealth Wholesale MDA portfolios on Hub 24 to ensure high integrity and consistency across data, investment decisions and implementation.

-Provides portfolio analytics, performance & attribution reporting to assist with investment decision-making and portfolio positioning.

DIRECTOR, FORESIGHT ANALYTICS
MW IC Member

-Founded Foresight Analytics to provide innovative, data-backed investment analysis and research  to illuminate complicated issues.

-25+ years of research experience recognised by industry peers as innovator and thought leader

-Responsible for providing portfolio construction, asset allocation, manager due diligence, asset class and investment research to the Month Wealth IC.

-Provides portfolio style and characteristics modelling; advises on currency positioning and hedging recommendations.

MACRO STRATEGIST, FORESIGHT
MW ICA Member

- 20+ experience as asset allocation strategist to wealth management firms, pension funds and asset managers.

- Assists with asset class long-term and short-term risk/return forecasts and portfolio positioning.

- Provides timely views on markets to steer the investment committee decisions around asset class positioning (SAA/TAA).