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
Steven Tang
Head of Portfolio Solutions
BPharm, GDipAppFinInv (FINSIA), CFA, CAIA
Steven leads Zenith’s Portfolio Solutions team, working closely with a range of advice practices to deliver portfolio construction, management and monitoring advice. In addition to oversight of the team and investment process, his role includes participation in investment committee meetings and presentation of portfolio updates to advice practices. Until 2015, he was a member of Zenith’s research team where he conducted manager reviews across a broad range of asset classes, both domestically and internationally.
Steven is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA) charterholder.
JOINED ZENITH: JUNE 2008
Damien Hennessy
Head of Asset Allocation
BCom, MAppFin
Damien is responsible for providing investment strategy and dynamic asset allocation services to Zenith’s 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
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
Ben Davis
Senior Investment Consultant
BBus (Ec&Fin), CAIA
Ben Davis, a founding partner at Zenith, brings a wealth of experience in investment consulting and research to his role. Over the years, he has been instrumental in shaping the direction of Zenith, having led both the investment consulting and research divisions and the development of Mosaic, our online research platform. Ben is deeply involved in managing our Portfolio Solution clients and serves as a key member of the Zenith Investment Committee, where his expertise guides the management of Zenith’s managed account programs.
In 2024, following a rejuvenating 12-month sabbatical, Ben returned to Zenith, assuming the role of Senior Investment Consultant within the Portfolio Solutions team. His return marks a renewed commitment to providing exceptional service and strategic insights to Zenith’s clients.
Ben's professional achievements include obtaining both the Chartered Alternative Investment Analyst (CAIA) and Certified Investment Management Analyst (CIMA) designations.
JOINED ZENITH: OCTOBER 2003
Calvin Richardson
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
Sean Currie
Investment Consultant
Sean joined Zenith in 2021 and is currently a member of the Portfolio Solutions team. He is responsible for portfolio construction, asset class research and client relationship management.
Prior to joining the portfolio construction team, Sean was part of Zenith's research team, where he was a member of the growth team, specialising in the analysis of predominantly equity-based products investing both global and domestic and across the market-cap spectrum, as well as alternative investments. Before joining Zenith, Sean worked in financial planning, providing personalized financial advice.
Sean holds a Bachelor of Commerce from Melbourne University and a Masters of Advanced Finance.
JOINED ZENITH: MAY 2021
Marko Bagaric
Associate 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
Conor Ryan
Associate Analyst
Conor Ryan
Associate Analyst
JOINED ZENITH: MARCH 2021
Sara Nguyen
Investment risk & governance analyst
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
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
Berit Deagan
Senior Business Development Manager - VIC, SA
BBus, GradDip AppFin
Berit is responsible for developing new relationships and servicing the investment research and portfolio consulting requirements of Zenith’s financial adviser client base.
Prior to joining Zenith, Berit spent 5 years with Goldman Sachs Asset Management working in business development and providing client support across South Australia, Western Australia, Northern Territory and Queensland. Prior to this, she spent 5 years with Goldman Sachs JBWere Asset Management working closely with the marketing, sales and consultant relations teams.
Berit holds a Graduate Diploma of Applied Finance from Kaplan Professional Education and a Bachelor of Business Administration from Northeastern State University in the United States.
JOINED ZENITH: DECEMBER 2019
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.
JOINED ZENITH: JUNE 2023
Peter Connolly
Business Development Manager - QLD, NT
B Comm, M Comm (Fin Planning) Dip FP
Peter is responsible for developing new relationships and servicing the investment research and portfolio consulting requirements of Zenith’s financial adviser client base.
Prior to joining Zenith, Peter was a Certified Financial Planner (CFP) with Fitzpatricks Private Wealth, Centric Wealth and Goldman Sach JBWere for almost 20 years. Prior to becoming Financial Planner, Peter spent 4 years with Goldman Sachs Asset Management working in business development in Queensland. Prior to this, he spent 12 years with AMP working closely with the sales, technical, adviser services and compliance teams.
Peter holds a Bachelor of Commerce from Griffith University, a Master of Commerce (Majoring in Financial Planning) from University of Western Sydney and Diploma of Financial Planning from RMIT. He is also a Fellow of Finsia and was a Specialist SMSF Adviser when practicing as an financial planner.
JOINED ZENITH: OCTOBER 2024
Scott Garner
Strategic Account Manager
BAppFin
Scott is responsible for servicing the investment research and portfolio consulting requirements of Zenith’s financial adviser client base.
Prior to joining Zenith, Scott spent 7 years with Colonial First State (CFS), first working as a Business Development Manager in NSW/ACT and then as a Strategic Account Manager responsible for growing their platform, funds management and managed account capability. Prior to CFS, Scott worked at BT Financial Group as a Business Development Officer supporting BT platforms across NSW/ACT.
Scott holds a Bachelor of Applied Finance from the University of Western Sydney.
JOINED ZENITH: OCTOBER 2021
Jim Wang
Business Development Manager - Asset Manager solutions
Level 15, 45 Clarence St
Sydney NSW 2000
0402 901 038
Email
Jim Wang
Business Development Manager - Asset Manager solutions
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JOINED ZENITH: JANUARY 0001
Doug Hope
Business Development Manager - Adviser subscriptions
Level 15, 45 Clarence St
Sydney NSW 2000
0429 443 790
Email
Doug Hope
Business Development Manager - Adviser subscriptions
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