An FE fundinfo Company
Portfolio Solutions team
David Wright
Co-Founder & Investment Director
BCom, GDipAppFinInv (SIA)
David is Investment Director with Zenith Investment Partners, a business which he co-founded in 2002. He was CEO of the Group until December 2023 before moving to the Investment Director role, where he has overall responsibility for the strategic direction of the investment functions within the Group. He remains closely involved in servicing the company’s investment consulting clients with portfolio construction, management and monitoring advice.He has a wealth of investment industry experience acquired over his extensive career including senior positions at IWL Ltd as Head of Research and Associate Director and Head of Managed Funds research at Lonsdale Limited.David is a Director and Chairman of the Investment Committee for ASX-listed Hearts & Minds Investments, a member of the Qantas Superannuation Investment Committee and the Deakin University Financial Planning Advisory Board.
JOINED ZENITH: OCTOBER 2002
Damien Hennessy
Director, Investments
BCom, MAppFin
Damien leads the Portfolio Solutions and Asset Allocation teams to deliver their suite of services to clients. He is also responsible for providing investment strategy and dynamic asset allocation services to Zenith’s advice and private wealth clients. In 2003, he co-founded Heuristic Investment Systems (Heuristics) which provided investment strategy, economic analysis and asset allocation research and advice to fund managers, industry funds, wealth managers, asset consultants and financial planning groups. In March 2021, Heuristics became part of the Zenith Group.
Previously, Damien was Chief Investment Officer with HSBC Asset Management Australia, where he spent 10 years overseeing investment strategy, asset allocation and managing fixed interest and currency portfolios. He has over 30 years’ experience in funds management, economics and finance and holds a Bachelor of Commerce from University of Melbourne and a Master of Applied Finance from Macquarie University.
JOINED ZENITH: MARCH 2021
Andrew Yap
Deputy Head of Portfolio Solutions
MAppFin, BCom (Acc&Fin), BEc & Associate AICD
Andrew is the Deputy Head of Portfolio Solutions, joining the team in July 2025 to support the construction and delivery of its managed account portfolios to advice clients. Prior to this, Andrew was the Head of Multi Asset & Australian Fixed Income of Zenith's Investment Research team. In this role he managed multi-asset, real return and Australian fixed income research for the business and has in-depth knowledge across a broad range of asset classes. With over 20 years’ industry experience spanning research, consulting, financial advice, audit and management accounting, Andrew brings a wealth of knowledge and experience to the role.
Previously, Andrew was Associate Director and Head of Multi-Asset in Standard and Poor’s Funds Management Research Division, where his responsibilities included equities and fixed interest. Previous positions include Consultant, PPB Advisory and Senior Research Manager, Pitcher Partners.
Andrew also contributes time as an Industry Fellow and Lecturer at Monash University and is Director with one of Melbourne’s leading independent schools.
JOINED ZENITH: OCTOBER 2012
Calvin Richardson
Senior Investment Consultant
Calvin joined Zenith in July 2020 in the Portfolio Solutions team where he is responsible for asset class research, portfolio construction and client relationship management.
Most recently, Calvin worked as an Investment Analyst at Lonsec within the managed funds research team. In this role, Calvin’s primary responsibility involved assessing a range of financial products across both quantitative and qualitative metrics and writing detailed research reports.
Calvin is currently a Lecturer at Kaplan Business School and brings prior experience working in private wealth. Calvin is a CIMA® certificate, holds a Master of Business (Finance), a Bachelor of Psychological Science and a Diploma in Financial Planning.
JOINED ZENITH: JULY 2020
Martin Kofoed
Investment Consultant
Martin joined Zenith in September 2020 as part of the Portfolio Solutions team, where he oversees asset class and fund research, portfolio construction, and client relationship management.
Before joining Zenith, Martin spent over five years at Pitcher Partners Investment Services where he was responsible for providing investment advisory, financial planning, investment management and portfolio administration services to private clients, family groups and not-for-profit organisations.
Martin holds a Bachelor of Arts from The University of Melbourne and a Master of Business Administration (Finance) from Deakin University. Additionally, he has completed a Diploma of Financial Planning and holds the RG146 qualification.
JOINED ZENITH: SEPTEMBER 2020
Marko Bagaric
Investment Consultant
Marko joined Zenith in 2021 as a member of the Portfolio Solutions team, where he is responsible for portfolio construction, asset class research, and client relationship management.
Prior to joining Zenith, Marko worked as an Associate Adviser at a wealth management firm, where he worked closely with the principals to provide holistic advice and support to clients. Marko’s prior experiences have provided him a first-hand understanding of the challenges advisers face, as well as the significant benefits a managed account structure can bring to a business.
Marko holds a Bachelor of Business (Economics & Finance)(Applied) from RIMT University.
JOINED ZENITH: AUGUST 2021
Nicolas Tremel
Asset Allocation Specialist Director
Nicolas Tremel is the Asset Allocation Specialist Director, located in London. He supports our global investment teams, specialising in forecasting macroeconomic cycles and developing alpha-generating strategies. He brings deep expertise in economic research and asset allocation, having held strategist roles at Kepler Cheuvreux, a leading European research broker, and at Macrobond, a provider of advanced macroeconomic data solutions.
Nicolas holds a Master’s degree in Economics and Finance from Sciences-Po Paris. He is also a Chartered International Investment Analyst (CIIA).
JOINED ZENITH: MAY 2024
Ethan Xing
Portfolio Construction Strategist
Ethan joined Zenith in May 2024 in the Portfolio Solutions team where he is responsible for portfolio design, asset allocation strategies, portfolio construction and incorporating top-down views into portfolio positioning.
Prior to joining Zenith, Ethan worked as a Senior Investment Analyst at AustralianSuper within the Asset Allocation team. In this role, Ethan’s primary responsibility involved conducting thematic and strategy research, developing capital market assumption models and portfolio management. Previously, Ethan worked at a local consulting firm providing asset allocation advice for small institutional investors, foundations and wealth management firms.
Ethan is a CFA charter holder and holds a Master of Actuarial Studies from Australian National University.
JOINED ZENITH: MAY 2024
Conor Ryan
Associate Analyst
Conor joined Zenith in 2020 in the Portfolio Solutions team, where he is responsible for asset class research, portfolio construction, and client relationship management.
Conor is an Investment Analyst, specialising in quantitative research and portfolio management. In this role, Conor's primary responsibilities involved leveraging analytical tools to drive strategic financial decisions and optimise portfolio performance. He’s developed a keen interest in using economic data as an indicator of large-scale human psychology and a reflection of mindsets and behavioural patterns.
Conor went to Monash University and studied a Bachelor of Specialist Commerce and a Bachelor of Science, majoring in Economics and Insurance, and Finance Mathematics.
JOINED ZENITH: MARCH 2020
Cecile Leano
Investment Support Officer
Cecile Leano
Investment Support Officer
JOINED ZENITH: JANUARY 0001
Sara Nguyen
Senior Analyst – Investment Risk & Governance
Sara joined Zenith in October 2018 and now leads the Investment Risk & Governance team. Sara’s responsibilities involve supporting the Portfolio Solutions team with a focus on managed account risk analysis, operations, trading, and platform governance.
Harnessing her capabilities, Sara has worked on the Portfolio Solutions, Client Services, and Data teams in her tenure at Zenith. She previously worked at DFS Advisory Services as part of the advisory and portfolio teams for over 6 years and has extensive experience in the financial services sector, knowledge in managed funds, super funds, and investment management.
Sara holds a Bachelor of Economics & Finance (Applied) Degree from RMIT University.
JOINED ZENITH: OCTOBER 2018
Danielle Latter
Legal & Compliance Administrator
Danielle Latter
Legal & Compliance Administrator
JOINED ZENITH: MARCH 2025
Sales team
Glenn Boyes
Head of Sales
BB, DFP
Glenn Boyes is the Head of Sales, representing the combined capabilities of Zenith Investment Partners and FE fundinfo to advisers, fund managers and technology partners. Based in the Melbourne office, Glenn is responsible for an expanding team across the country.
Glenn initially joined the firm in August 2022 as head of sales for FE fundinfo’s technology and fund manager service offerings in Australia. Prior to this, he spent 15 years at IRESS in a range of roles including head of advice - Australia, general manager - wealth and advice solutions, and in business development. He also has experience working as a Certified Financial Planner.
JOINED ZENITH: AUGUST 2022
Scott Garner
Head of Managed Account Sales
BAppFin
Scott leads Zenith’s Managed Account Sales function, working closely with financial advisers to deliver tailored investment research, portfolio consulting, and managed account solutions that support their practice and client outcomes.
He brings over 15 years of experience in financial services, having held senior distribution roles at Colonial First State (CFS) and BT Financial Group. During his seven years at CFS, Scott progressed from Business Development Manager in NSW/ACT to Strategic Account Manager, where he was instrumental in driving growth across platforms, funds management, and managed account offerings. Earlier in his career, he supported adviser relationships across NSW/ACT at BT Financial Group as a Business Development Officer.
Scott holds a Bachelor of Applied Finance from the University of Western Sydney and is passionate about helping advisers leverage managed accounts to build more efficient, scalable advice businesses.
JOINED ZENITH: OCTOBER 2021
Kyla Agustin
Business Development Manager - VIC, TAS
BComm, GradDip FinPla
Kyla is responsible for developing and servicing the core service offering in Victoria and Tasmania, including its growing range of managed account solutions.
Kyla is an accomplished financial planning and advice professional with over 18 years of experience. She joins Zenith from Zurich and OnePath Insurance, where she was a BDM from 2019 to 2023. Before that, she was a commercial financial planner with ANZ Financial Planning for more than five years, a senior adviser with Perpetual and a financial adviser with JBWere.
She is FASEA certified and holds a graduate diploma of financial planning from Kaplan Professional. She also holds a Bachelor of Commerce and Bachelor of Arts from Deakin University.