Nick Revis, CFA®
CEO of Elston Asset Management
Nick Revis, CFA®
BBus, MBus(AppFin)
CEO of Elston Asset Management
13 years of relevant experience. 4 years at Elston.
Nick is a respected leader in the investment industry. His experience spans investments, operations, product development and strategic partnerships with fund managers across a diverse range of asset classes. Prior to joining Elston, Nick worked with Wilson HTM Investment Group as a Performance Analyst. At Elston he is responsible for the supervision and development of the asset management business.
Andrew McKie, CFA®
Executive Director & Portfolio Manager
Andrew McKie, CFA®
BEcon, FFin
Executive Director & Portfolio Manager
23 years of relevant experience. 12 years at Elston.
Andrew McKie is a Portfolio Manager and co-founder of Elston. Andrew’s role includes portfolio construction and management, supervision, development and feedback on the research process and mentoring the Analysts. Andrew has over two decades of investment industry experience including managing high net worth discretionary portfolios and managed accounts since 2005.
Bruce Williams, CFA®
Executive Director & Portfolio Manager
Bruce Williams, CFA®
BBus, FFin, GAICD
Executive Director & Portfolio Manager
23 years of relevant experience. 12 years at Elston
Bruce is a Portfolio Manager, Executive Director and co-founder of Elston. His role includes portfolio construction and management, supervision, development and feedback on the research process. With many years of experience in the investment management industry locally and overseas, Bruce is highly valued as a mentor for Elston Analysts.
Mark Smith
Head of Elston Adviser Services
Mark Smith
Head of Elston Adviser Services
Ph: 0405 680 715
19 years relevant experience. 5 years at Elston.
Mark has a wealth of experience in both the UK and Australia, including 14 years at Macquarie Bank in both sales and relationship management. His reputation for building trust and respect with clients has been established over many years. Financial planners, stockbrokers and investment professionals all know that Mark is focused on providing the positive solutions they need.
Leon de Wet, CFA®
Portfolio Manager
Leon de Wet, CFA®
BBus.Sc (Hons)
Portfolio Manager
20 years of relevant experience. 12 years at Elston.
Quiet and calm, Leon de Wet is the perfect personality in a portfolio management team. His role includes supervision and review of the investment screening process, portfolio construction and ensuring compliance with investment restrictions. Leon has worked in Australia, South Africa and the UK in roles including advising high net worth individuals and managing hedge fund of fund products. Leon is a shareholder in Elston Asset Management and has been pivotal in its success and growth.
Justin Woerner, CFA®
Portfolio Manager
Justin Woerner, CFA®
BComm, GAICD
Portfolio Manager
22 years of relevant experience.
Justin Woerner is a highly respected Portfolio Manager within Elston Asset Management. With over 20 years of industry experience Justin has performed several key roles including Investment Analyst and Portfolio Manager during his 14yr tenure at Hyperion Asset Management. Justin also holds board positions in the not for profit sector with Youth Enterprise Trust and the Clayfield College Foundation.
Georgdie Asprey
Investment Specialist
Georgdie Asprey
Investment Specialist
Ph: 0419 678 895
10 years relevant experience. 9 years at Elston.
Georgdie is an Investment Specialist within Elston Asset Management. With his detailed knowledge of the investment process he is able to provide strong support for the Elston investment team. Georgdie’s role also encompasses day-to-day operations and providing support to intermediary relations by keeping investors and advisers informed about Elston’s approach, outlook and investment decisions.
Joe McCarthy, CFA®
Investment Analyst
Joe McCarthy, CFA®
BComm
Investment Analyst
8 years of relevant experience. 7 years at Elston.
Joe is an Investment Analyst within Elston Asset Management. He responsible for researching investments in the Elston Australian Large Companies and Multi-Asset Strategies, in addition to new opportunities. Joe is a CFA Charterholder and holds Bachelor of Commerce from UQ.
Gary Merkel, CFA®
Investment Analyst
Gary Merkel, CFA®
BBus, MFin
Investment Analyst
8 years of relevant experience. 6 years at Elston.
In his role as an Investment Analyst at Elston Asset Management Gary supports the portfolio managers in the Australian Large Companies and Multi Asset Strategies. Gary is continually furthering his education and expanding his skills, he holds a Bachelor of Business from Queensland University of Technology, a Master of Finance from Bond University and has recently become a CFA Charterholder.
Michael Wong, CFA®
Quantitative Analyst
Michael Wong, CFA®
CA, BComm, AFin
Quantitative Analyst
19 years of relevant experience.
Michael is a focused and disciplined quantitative analyst who has built his skills over a number of years at key funds management firms. Over the last decade he has devoted himself to performance attribution analysis, the development of proprietary quantitative models and also the monitoring of SMA platform performance. Outside of work Michael enjoys catching up with friends for a beer and a live band.
Artem Zainitdinov
Equities Dealer & Portfolio Analyst
Artem Zainitdinov
BComm, MFin
Equities Dealer & Portfolio Analyst
4 years of relevant experience
Artem is a key member of the asset management team. As well as being responsible for the execution of trades across Elston portfolios, he provides support for a broad range of functions that are vital to the investment process. The skills he brings to the team have been built on years of analyst experience at Pinnacle Investment Management. Outside of work, when he’s not completing his CFA studies, Artem is at the beach, taking his kite surfing talents to new heights.
Ivan Dadic
Distribution Manager
Ivan Dadic
GradCertFP, AdvDipFP
Distribution Manager
11 years of relevant experience.
Ivan is a distribution manager who understands his clients and works hard to find the investment solutions that meet their needs. He has built his skills and reputation over the past decade, working in South Africa and Australia. Prior to joining Elston, Ivan was with the IOOF Group. He is currently completing his Masters in Financial Planning. Outside of work, Ivan is a family man, who enjoys playing soccer and golf when he finds the time.
David Seager, CFA®
Investment Analyst
David Seager, CFA®
BBus, DipFin
Investment Analyst
9 years of relevant experience
David loves analysing the details that can make all the difference. His experience includes working in London with asset manager Sarasin & Partners as a Third Party Fund Analyst. At Elston his primary responsibility is supporting the Portfolio Managers in the Multi-Asset team, focusing on portfolio construction and asset allocation. When he’s not in the trenches with the EAM team, David is exploring local golf courses, tasting local wines and encouraging his fiancé to book their next local holiday.