Executive Management

Bachelor of Business, Graduate Diploma in Applied Finance
CFA Charterholder
Fellow of Finsia

Anthony is responsible for leading the Ibbotson Associates business in Australia, developing business strategy and overseeing its implementation, working closely with senior management to deliver best-possible investment outcomes and service levels to clients.

Anthony was previously Head of Adviser & Research with Morningstar, a leading global provider of investment research. Anthony was responsible for development and management of Morningstar’s fund research processes, adviser-facing products, and consulting services in Australia and New Zealand.

Anthony has over 20 years' financial services experience in both institutional and retail capacities, gaining a strong understanding of investment markets and products. He was previously an Associate Director at ASSIRT, and before that, headed the Investment Consulting practice at AMP Consulting, where he also sat on the AMP Financial Services Investment Committee.

Anthony is a past chair and current member of the ASFA Investment Committee, and a Fellow of Finsia. He holds a Bachelor of Business degree from the University of Technology, Sydney, a Graduate Diploma in Applied Finance and Investments from Finsia, and has earned the right to use the Chartered Financial Analyst designation.

Bachelor of Commerce (Finance & Economics)
CFA Charterholder    

Daniel manages the Investment team, which is responsible for capital markets, manager research, and portfolio management. He chairs the Ibbotson Investment Committee in Australia, which governs and oversees all investment processes and decisions made by the Investment team, and also sits on the Ibbotson Global Investment Policy Committee. Daniel is also responsible for the performance of the Investment Trusts and all client portfolios.

Daniel joined Ibbotson Associates in 2002 and has since held a number of roles including Investment Consultant, Portfolio Manager, and Head of Multi-Strategy. He was appointed General Manager – Investments in January 2008. He worked previously for Zurich Financial Services.

Daniel has a Bachelors degree in Commerce (Finance and Economics) from the University of Sydney and is a CFA charterholder.

Bachelor of Commerce (Accounting)
Master of Business Administration (AGSM)
Master of Taxation
Member of the Institute of Chartered Accountants

Katherine joined Ibbotson Associates in 2007 to lead the Investment Product team and is responsible for the ongoing development of the firm's investment product suite.

Prior to joining Ibbotson, Katherine was Senior Manager of Product Development at Perpetual for five years. Katherine has also held positions with the Commonwealth Bank, Deloitte Touche Tohmatsu, and Ernst & Young.

Bachelor of Commerce (Accounting)
CFA Charterholder   

Chris joined Ibbotson Associates in 2005 as Senior Consultant, and in 2007 was promoted to head the Investment Services and Distribution team where he is responsible for managing and developing the firm's institutional and retail client relationships. Chris is also a member of the Investment Committee.

Prior to joining Ibbotson, Chris worked as a portfolio manager at Rand Merchant Bank in South Africa for over five years and also worked at Citibank in both London and South Africa, with responsibilities covering treasury derivatives, business development and relationship management.