CFA, CAIA, MAppFinInvest, F Fin, CDec
Lee is an Executive Director of both the Responsible Entity and the Investment Manager.
Lee has many years of financial markets industry experience as an equity analyst and designer of quantitative investment models. Lee is one of a select group of Australian investment managers holding both a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designation. He also holds a Master of Applied Finance and Investment degree, as well as three diplomas in finance and investment analysis and is a Fellow of the Financial Services Institute of Australasia.
Lee has an outstanding academic record, achieving the Australian Stock Exchange National Dux for his Graduate Diploma of Applied Finance and Investment (Securities Institute of Australia), as well as numerous other academic awards and prizes. He has also lectured and written course material for a Master of Applied Finance degree for over ten years, covering: equities, commodities, FX, futures, options, CFDs and advanced derivatives.
Prior to co-founding Rushton Financial Services Pty Ltd, Lee managed a number of wholesale individually managed accounts for high net worth and ultra-high net worth clients in Australia, using a quantitative equity market neutral strategy with a diversified, multi-thematic structure, similar to that now used to manage the Fund.
With extensive knowledge and experience in equities and derivatives analysis, dealing and many years of experience as an AFSL Responsible Manager, Lee is primarily responsible for the ongoing design and maintenance of the investment models that underpin the investment strategy, security selection models and the portfolio construction framework of the Fund, as well as the implementation of day to day portfolio management processes.
GradDipAppFin, F Fin, CDec
Glenn is an Executive Director of both the Responsible Entity and the Investment Manager.
Glenn brings over thirty years of SME business management and administration experience to the Responsible Entity. Glenn is responsible for day to day business management, including accounting, legal and compliance, marketing, investor relations and communications. A Fellow of the Financial Services Institute of Australasia, Glenn has many years of experience as a financial adviser to self-managed super funds (regarding their smsf investments) and high net worth individuals, with a sound understanding of financial markets and portfolio management. Glenn has completed a Graduate Diploma in Applied Finance and Investment and a Diploma of Financial Services.
Prior to his involvement in the finance industry, Glenn was a successful property developer and investor, authored two books on business management and marketing and acted as a consultant and lecturer in business management and marketing.
Glenn has also been an elite athlete and coach in martial arts and boxing for over four decades. He eventually founded his own martial arts style and as a competitor, won 5 national titles and 5 state titles. More recently, Glenn coached Jeff Horn to a quarter final in boxing at the London Olympics, which was the best effort by an Australian boxer in over 20 years. He also coached Joe Goodall to Australia’s first ever silver medal in the super heavyweight division at the recent Commonwealth Games in Glasgow and Sam Banney to win the Arthur Tunstall Trophy in 2013, awarded to the best male boxer at the National Titles. Glenn brings the mindset of an elite athlete and coach to the business world, continually striving for excellence.
Senior Relationship Manager
Andrew has over 15 years of experience in the financial services industry. Before joining Rushton Financial Services, Andrew was a Senior Manager at Saxo Capital Markets Australia, managing Institutional Sales. This involved working with investment managers, brokerage houses and funds covering global markets. Prior to this, Andrew was based out of London, working in a similar role for the Saxo London office, before moving back to Australia in 2012.
During his time in London, Andrew also worked for a number of global investment banks, including State Street, Morgan Stanley, and Deutsche Bank, where he obtained experience in FX and Commodities.
Andrew has a Bachelor of Commerce from Flinders University in Adelaide, and also a Graduate Diploma in Applied Finance and Investment.
Recently, Andrew also completed his ASX derivatives Advisor Level 2 Certificate.
Additional Information in relation to Key Personnel is included in the PDS. Request the PDS now for full details. Click here for a copy.