B.Ec, M.Com, CA, CFA, SA Fin
Stephen joined Perennial Value as an Equities Analyst in April 2000. In 2006, he was promoted to the role of Research Coordination/Senior Equities Analyst and assumed the role of Deputy Portfolio Manager for the Perennial Value Shares for Income Trust. In 2011, he was promoted to the role of lead Portfolio Manager for the Perennial Value Shares for Income Trust and Co-portfolio Manager for the Perennial Value Australian Shares Trust. He also has research responsibility for the banking, healthcare, chemical and agricultural sectors.
Prior to joining Perennial Value, Stephen commenced his career as a Chartered Accountant with KPMG in Sydney and has held financial accounting roles with Morgan Stanley and Deutsche Bank in London. Stephen holds a Bachelor of Economics degree from the University of Sydney and a Master of Commerce from the University of New South Wales. He is a Chartered Accountant and also a CFA charter holder.