Wilson Asset Management

Geoff Wilson AO Chairman & Chief Investment Officer BSc GMQ FFINSIA FAICD T + 61 2 9247 6755

Geoff has over 41 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 and created Australia’s first listed philanthropic wealth creation vehicles, Future Generation Australia and Future Generation Global. Geoff is Chairman and Chief Investment Officer of WAM Capital, WAM Leaders, WAM Global, WAM Microcap, WAM Research, WAM Active, WAM Strategic Value and is a Director of WAM Alternative Assets. Geoff holds a number of additional directorships with investment companies and not-for-profit organisations.

Kate Thorley Chief Executive Officer BCom CA GAICD T + 61 2 9247 6755

Kate has more than 16 years’ experience in the funds management industry and more than 21 years’ 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 WAM Strategic Value. Kate is a Director of Future Generation Australia and Future Generation Global.

Caroline Gurney Chief Executive Officer, Future Generation BA (Hons) MA T + 61 2 9247 9202

Caroline is Chief Executive Officer of Future Generation and has more than 25 years’ experience in the financial services sector focused on marketing, corporate affairs and corporate social responsibility. Caroline has held senior roles at UBS and Citibank and has worked in London, across Asia-Pacific and Australia during her career. She is a member of Ascham School Council and the Centennial Park and Moore Park Foundation, an ambassador for the Australian Indigenous Education Foundation (AIEF), a director of Our Watch, an organisation focused on preventing violence against women and children and set up and was a director of the UBS Australia Foundation. Caroline has also previously served as a director of Future Generation Australia and as a Council Member of Chief Executive Women, and is currently an active member.

Catriona Burns Lead Portfolio Manager of WAM Global BCom (Lib Studies) MApp Fin CFA T + 61 2 9247 6755

Catriona has more than 17 years’ global and Australian investment experience. 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. Catriona is the Lead Portfolio Manager responsible for WAM Global.

Matthew Haupt Lead Portfolio Manager of WAM Leaders BCom GradDip App Fin CFA T + 61 2 9258 4910

Matthew has more than 20 years’ experience in the investment industry working as both a portfolio manager and analyst. Prior to joining Wilson Asset Management, Matthew gained extensive large-cap experience in his previous role within Australian Executor Trustees (now part of IOOF). Matthew is the Lead Portfolio Manager responsible for WAM Leaders.

Oscar Oberg Lead Portfolio Manager of WAM Capital, WAM Microcap, WAM Research and WAM Active LLB BBus CFA T + 61 2 9247 6755

Oscar has more than 14 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. Oscar is the Lead Portfolio Manager responsible for WAM Capital, WAM Microcap, WAM Research and WAM Active.

Tobias Yao Portfolio Manager of WAM Capital, WAM Microcap, WAM Research and WAM Active BCom CFA T + 61 2 9258 4949

Tobias joined Wilson Asset Management in 2014 and works within WAM Capital, WAM Microcap, WAM Research and WAM Active. Tobias has 13 years’ experience in the investment industry. Prior to this he spent five years as an investment analyst at Pengana Capital, and previously worked in Ernst & Young’s transaction advisory services division.

John Ayoub Portfolio Manager of WAM Leaders LLB BA GradCert App Fin T + 61 2 9258 4920

John joined Wilson Asset Management in 2016 at the inception of WAM Leaders. John has 14 years’ industry experience, working at Credit Suisse as a director in equity sales and trading, focusing on both large and small-cap companies. Prior to this, John worked as a research analyst and in corporate finance at Ord Minnett and was previously a corporate lawyer.

Dania Zinurova Portfolio Manager of WAM Alternative Assets MSc (Real Estate Investment) MEB State Dip Banking & Finance T + 61 2 9247 6755

Dania has held senior roles in Australia, the US, Europe and the UK throughout her 23-year career. Dania most recently held the position of Director of Manager Research in Australia, Head of Real Assets Australia at Willis Towers Watson. Prior to this, Dania held various real assets investment roles with Willis Towers Watson in London and New York.

Nick Healy Portfolio Manager of WAM Global BEng (Hons) MBA T + 61 2 9258 4923

Nick has more than 5 years’ global investment experience. Nick joined Wilson Asset Management at the inception of WAM Global in 2018, after three years in London covering US industrials companies for Fidelity International. In 2015, Nick received his MBA from INSEAD, where he received the Henry Ford II prize for graduating first in class. Prior to his MBA, Nick spent six years as a mechanical engineer.

Shaun Weick Senior Equity Analyst BBus (Fin) CA T + 61 2 9258 4924

Shaun joined Wilson Asset Management in 2020 and works within WAM Capital, WAM Microcap, WAM Research and WAM Active. Shaun has more than 10 years’ experience in financial markets. Prior to joining Wilson Asset Management, he worked as a sell-side analyst at Macquarie Group and CLSA. Prior to that, he spent five years at KPMG in the M&A Advisory division.

Sam Koch Equity Analyst BBus CFA T + 61 2 9258 4913

Sam joined Wilson Asset Management in 2018 and works within WAM Capital, WAM Microcap, WAM Research and WAM Active. Sam has more than 3 years’ experience in financial markets and has worked in the financial industry for more than 6 years. Prior to joining Wilson Asset Management, Sam was an equity analyst and dealer at IFM Investors and was previously an accountant at Colonial First State.

William Liu Equity Analyst BCom MFin T + 61 2 9258 4948

William joined Wilson Asset Management in 2020 and works within the WAM Global team. William has more than 7 years’ experience in the investment industry. Prior to joining Wilson Asset Management, William was global equity portfolio manager at Wilsons Advisory and was previously a credit research analyst at UBS Asset Management.

Anna Milne Equity Analyst BCom CFA T + 61 2 9258 4918

Anna joined Wilson Asset Management in 2020 and works with the WAM Leaders team. Anna has more than 4 years’ experience in financial markets. Prior to joining Wilson Asset Management in 2020, Anna was a sellside equity research analyst at UBS, Credit Suisse and Jarden.

Cooper Rogers Senior Equities Dealer BCom GradDip App Fin T + 61 2 9258 4912

Cooper joined Wilson Asset Management in 2017. Previously, Cooper spent 4 years in the investment industry, most recently working as the designated trading representative for the Institutional Sales division at Hartleys Limited.

Will Thompson Equities Dealer BCom T + 61 2 9258 4932

Will joined Wilson Asset Management in 2021 and has worked in financial markets for over 4 years. Prior to joining Wilson Asset Management, Will most recently worked as an equities dealer at Terra Capital.

Jesse Hamilton Chief Financial Officer BCom (Acc) CA T + 61 2 9247 6755

Jesse is a Chartered Accountant with more than 13 years’ experience working in advisory and assurance services, specialising in funds management. As the Chief Financial Officer of Wilson Asset Management, Jesse oversees the finance, accounting and company secretary responsibilities for the WAM Entities. Jesse previously worked as an advisor specialising in assurance services, valuations, merges and acquisitions, financial due diligence and capital raising activities for LICs.

Linda Kiriczenko Finance Manager & Company Secretary BCom CPA T + 61 2 9258 4939

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.

Ophelia Lam Finance Manager BBus CPA T + 61 2 9258 4921

Ophelia 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.

Lillie Johnson Finance Team Leader BCom GradDip Acc CPA GIA(Cert) T + 61 2 9258 4938

Lillie joined Wilson Asset Management in 2011. Lillie has worked in various accounting roles across a broad range of sectors, including media, property and healthcare, both in Australia and in London. Lillie has 20 years’ accounting experience.

Huseyin Dervish Finance Team Leader BCom GradDipCA T + 61 2 9258 4941

Before joining Wilson Asset Management, Hus was at Pitcher Partners for over six years in audit and assurance, specialising in funds management as well as working in its London office.

Felicity Jung Financial Accountant BCom CA T + 61 2 8311 2900

Felicity joined Wilson Asset Management in 2021. Felicity is a Chartered Accountant with seven years’ experience in assurance and taxation from previous roles at PwC and BT Super.

Rachel Nguyen Financial Accountant BBus CA T + 61 2 9258 4942

Rachel joined Wilson Asset Management in 2021. Rachel is a Chartered Accountant with over 5 years’ experience in corporate accounting and reporting across various industries.

Sara Ahmed Financial Accountant BCom BA GradDipCA T + 61 2 9258 4956

Sara joined Wilson Asset Management in 2021. Sara has over five years’ experience working in business services and taxation roles in public practice accounting firms.

Jacob Grover Financial Accountant BAcc CA T + 61 2 8311 2902

Jacob joined Wilson Asset Management in 2021. Jacob is a Provisional Chartered Accountant with over four years’ experience across corporate accounting and finance.

Isabel Mills Assistant Accountant BCom (Accounting and Finance) T + 61 2 9258 4909

Isabel joined Wilson Asset Management in 2020 as a graduate accountant, working within the Finance team. Isabel completed her Bachelor of Commerce (Accounting and Finance) at the University of Sydney in 2019.

Eileen Oei Graduate Accountant BCom (Accounting and Finance) MFA T + 61 2 9258 4957

Eileen joined Wilson Asset Management Team in 2021 as a Graduate Accountant. Eileen completed her Master of Financial Analysis at the UNSW in 2021 and Bachelor of Commerce at the University of Sydney in 2020.

Alexandra Hopper Irwin Communications Manager BFA T + 61 2 9258 4904

Alexandra joined Wilson Asset Management in 2015. Previously, 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.

Kathryn Sherry Senior Corporate Affairs Advisor BComn (Social Inquiry) T + 61 2 9258 4926

Kathryn works within the Corporate Affairs team, focusing on Future Generation. Previously, Kathryn worked in communications in the education sector and led marketing for the Asia-Pacific region at a financial technology company. Prior to that, she worked at a venture capital firm and in the healthcare sector. Kathryn has seven years’ communication experience.

Olivia Harris Senior Corporate Affairs Advisor BA (French) T + 61 2 9258 4929

Olivia joined Wilson Asset Management in 2019. Previously, Olivia worked in corporate strategy at financial technology company NextGen.Net and at corporate advisory firm Howard & Company in New Zealand. Prior to that, she worked in Washington, DC for the US Department of State. Olivia has four years’ corporate affairs experience.  

Camilla Cox Senior Corporate Affairs Advisor BComn (Public Communications) T + 61 2 9258 4906

Camilla joined Wilson Asset Management in 2020. Previously, Camilla worked at an integrated marketing communications agency, advising clients within the property, finance and consumer sectors. Camilla has four years’ communication experience.   

Emiko Reed Corporate Affairs Associate BComn (Journalism) BA (International Studies) T + 61 2 9258 4914

Emiko joined Wilson Asset Management in 2019. Emiko has worked with the SBS and International Federation of Journalists, Asia-Pacific.

Emily Fuller Social Impact Manager BA Comn MInt Rel GAICD

T + 61 2 9258 4927

Emily is the Social Impact Manager for the Future Generation companies. Emily’s experience in the private and not-for-profit sector spans strategy, communications, research, international development and philanthropy. She has deep expertise in strategic philanthropy, social innovation and spent 10 years as foundation manager of the Vincent Fairfax Family Foundation prior to joining Wilson Asset Management in 2020. Emily has completed the Senior International Fellows Program at the City University of New York. She is a Director of Mundango Abroad, a private ancillary fund grantmaking in Papua New Guinea and a graduate of the Australian Institute of Company Directors.

Martyn McCathie Investment Specialist T + 61 2 9258 4917

Martyn joined Wilson Asset Management in 2014 and has more than 20 years’ experience within financial services, both domestic and overseas. Previously, Martyn spent several years as senior operations manager at RARE Infrastructure and spend 3 years RBC Dexia Investor & Treasury Services in a number of senior operations roles. Martyn overseas the Group’s investment operations function and manages relationships with research houses, rating agencies, platforms and key service providers

Andrew Finch Senior Investment Operations Administrator BCom CA T + 61 2 9258 4919

Andrew joined Wilson Asset Management in 2018 after working as an accountant with Colonial First State for nearly two years.

Guy Miller Investment Operations Administrator BCom (Economics and Finance) T + 61 2 9247 6755

Guy joined Wilson Asset Management in 2020. Guy has experience in middle and back office operations after working in the listed registry team at Mainstream Fund Services.

Jonathan Bush Wellness Manager BA (Sports Business) T + 61 2 9247 6755

Jonathan has over 10 years’ experience in executive coaching and mentoring, workplace culture, people management and healthy active lifestyles. Jonathan joined Wilson Asset Management in 2019 as Wellness Manager. Previously, Jonathan spent seven years in London and the US working for Elle Macpherson as a life coach, personal trainer and mentor.

Samantha Acret Executive Assistant T + 61 2 9247 6755

Samantha is the Executive Assistant to Geoff Wilson AO. Samantha has 15 years’ 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.

Alice Masson Executive Assistant and Investment Team Assistant BDes (Hons) T + 61 2 9258 4901

Alice is the Executive Assistant to Kate Thorley and provides administration assistance to the investment team. Before joining Wilson Asset Management in 2018, Alice worked in corporate access for Evans and Partners.

Louisa Welsh Executive Assistant BCom T + 61 2 9247 6755

Louisa is the Executive Assistant to Future Generation CEO Caroline Gurney. Louisa has been working within the finance industry for eight years, most recently as an Investor Relations Coordinator in London.

Emma-Marie Norena Executive Assistant T + 61 2 9247 6755

Before joining Wilson Asset Management, Emma-Marie had nine years’ administration and customer service experience, supporting executives and management teams within various industries.

Hannah Eckhardt Corporate Affairs Team Assistant T + 61 2 9258 4962

Hannah joined Wilson Asset Management in 2021 as Team Assistant to the Corporate Affairs Team. Hannah has worked across various industries in Australia and New Zealand.

Eliza Clarke Corporate Receptionist T + 61 2 9247 6755

Eliza is the Corporate Receptionist at Wilson Asset Management. Eliza has two years’ administrative experience in residential lending and has been working within the finance industry for three years.