Wilson Asset Management

Geoff Wilson AO has over 38 years’ direct experience in investment markets having held a variety of senior investment roles in Australia, the UK and the US. Geoff founded Wilson Asset Management in 1997. Geoff created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Investment Company and Future Generation Global Investment Company. Geoff is Chairman of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active and WAM Microcap. Geoff holds a number of additional directorships with investment companies and non-profit organisations, you can read his full bio here.

Kate Thorley has more than 13 years’ experience in the funds management industry and more than 18 years of financial accounting and corporate governance experience. Kate is the Chief Executive Officer of Wilson Asset Management, Director of WAM Capital, WAM Leaders, WAM Global, WAM Research, WAM Active, WAM Microcap and Future Generation Investment Company. Kate is also the Company Secretary of  Future Generation Global Investment Company.

Chris Stott has more than 15 years’ experience in the funds management industry. Chris joined Wilson Asset Management in 2006 after being employed with Challenger Financial Services Group in various research roles specialising in Australian equities. Chris is a Director of WAM Capital and WAM Microcap. Chris is Wilson Asset Management’s Chief Investment Officer and the Portfolio Manager responsible for WAM Capital, WAM Research, WAM Active and WAM Microcap.

Matthew Haupt has more than 15 years’ experience in the investment industry working as both a portfolio manager and analyst. He gained extensive large-cap experience in his previous role within Australian Executor Trustees (now part of IOOF). Matthew is the Portfolio Manager responsible for WAM Leaders and Century Australia.

Oscar has more than 13 years’ experience in financial markets. Before joining Wilson Asset Management, Oscar worked as a sell-side Analyst at CLSA and three years’ at Grant Thornton working in transaction advisory services.

Martin Hickson has more than 11 years’ experience in the funds management industry. Martin joined Wilson Asset Management in 2010 after working with Challenger Financial Services Group in various roles within the funds management division.

Catriona has more than 16 years’ investment experience with over 5 years’ focused on global equities. Catriona began her career with Wilson Asset Management in 2003 before relocating to London to work with Hunter Hall Investment Management as a Portfolio Manager responsible for global equities with a bias to small-to-mid cap companies. In 2012, Catriona joined John Sevior and David Cooper at the inception of Airlie Funds Management.

Tobias Yao has 12 years’ experience in the investment industry. Prior to joining Wilson Asset Management, Tobias spent five years as an investment analyst at Pengana Capital and he previously worked in Ernst & Young’s transaction advisory services division.

John has 12 years’ industry experience, most recently working at Credit Suisse as a director in equity sales and trading focusing on both large and small caps. Prior to this, John worked as a research analyst and in corporate finance at Ord Minnett and was previously a corporate lawyer.

Cooper Rogers joined Wilson Asset Management in 2017. Previously, Cooper spent four years’ in the investment industry, most recently working as the DTR for the Institutional Sales division at Hartleys Limited.

Louise Walsh is the Chief Executive Officer of the Future Generation companies and works with Wilson Asset Management on its philanthropic initiatives. Louise is a senior executive with a strong mix of experience in the not-for-profit, government and private sectors. A former solicitor at Allens, she has spent most of her career in sport, arts and philanthropy. Louise was previously the CEO of Philanthropy Australia, the peak body for philanthropy in Australia. Louise is a board member of St Vincent’s Curran Foundation and the City Recital Hall in Sydney.

Jesse is a Chartered Accountant with over 10 years’ experience working in advisory and assurance services, specialising in funds management. Prior to joining Wilson Asset Management, Jesse worked as the Chief Financial Officer of a ASX listed company. Jesse previously specialised in assurance services, valuations, mergers and acquisitions, financial due diligence and capital raising activities for listed investment companies.

Before joining Wilson Asset Management, Linda spent five years working at RBC Dexia Investor Services as a Senior Fund Accountant and prior to that in various accounting and business advisory roles. Linda is the Company Secretary for WAM Capital, WAM Leaders, WAM Research and WAM Active.

Before joining Wilson Asset Management, Colette Connolly worked in the financial services sector for RARE Infrastructure and prior to that in various accounting and business advisory roles both in Australia and Ireland.

Lillie Johnson has worked in various accounting roles across a broad range of sectors, including media, property and healthcare, both in Australia and in London over the last 11 years.

Ophelia Lam joined Wilson Asset Management in 2016. Previously, Ophelia spent over three years as an Assistant Accountant at Secure Parking Pty Limited and prior to that in various administrative roles.

Phil has more than 11 years’ experience in the financial services and property sectors. Before joining Wilson Asset Management, Phil worked in a number of property accounting roles in Australia and in various fund accounting roles in Ireland and the Channel Islands.

James is a corporate affairs advisor with more than 10 years’ experience. Prior to joining Wilson Asset Management, James was a Manager at a leading Australian consultancy, delivering strategic advice to clients in the mining, oil and gas, construction, agribusiness and government sectors throughout the Asia Pacific region.

Before joining Wilson Asset Management, Alexandra was the National Events and Education Manager for industry association Consult Australia and prior to that she spent two years in the United States as Investor Relations and Marketing Manager at a boutique investment bank in Los Angeles.

Martyn has significant experience in middle and back office operations gained in senior roles in Australia and Scotland. Previously, Marty spent five years as a Senior Operations Manager at RARE Infrastructure. Prior to Rare Infrastructure Marty also held positions with RBC Dexia IS in Sydney and RBS Trustee and Depositary Services in Edinburgh, Scotland.

Tyler McKay joined in the Company in 2017, having previously spent time working in Operations at Challenger Limited within their funds management division.

Samantha has 15 years of administration experience across the finance, IT management consulting and legal industries. Prior to joining Wilson Asset Management, Samantha worked at Apostle Asset Management in marketing and administration.

Marika Hemming is an Executive Assistant with more than 21 years’ experience supporting executives in the Financial Services industry.  Before joining Wilson Asset Management, Marika spent over three years supporting the CFO for Macquarie Bank’s Banking and Financial Services division, and prior to this, the Head of M&A at Challenger Limited.