Hand-picked for their talent, experience and track records.
Take a moment to meet the Australia based members of our team.
Chief Investment Officer & Executive DirectorMore
Chief Investment Officer & Executive Director
Wayne is the Chief Investment Officer at Milford and the Head of Australian Investments. He is the Co-Portfolio Manager of the Australian Equities Wholesale, Trans-Tasman Equity and Australian Absolute Growth Funds. He has over 25 years’ experience in managing a diverse range of Australian equities portfolios. Prior to joining Milford, Wayne was Deputy Head of Australian Equities at Colonial First State Global Asset Management. Previously, Wayne held Senior Analyst and Deputy Head of Research roles with Allianz Global Investors, and JP Morgan.
Wayne holds a Bachelor of Economics degree from Sydney University, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and is a Graduate of the Australian Institute of Company Directors.
William joined Milford in 2010 and has been working from Milford’s Sydney office since its establishment in 2014.
William is the Portfolio Manager of the Australian Absolute Growth Funds and the Milford Dynamic Funds. William is also Co- Manager of the flagship Milford Active Growth Fund.
William visits and speaks to hundreds of companies every year and conducts detailed financial analysis to uncover high quality investment ideas.
William has a Bachelor of Commerce from the University of Auckland majoring in Finance and Economics, and is a CFA Charterholder.
Head of Sustainable InvestmentMore
Head of Sustainable Investment
Marissa is Milford’s Head of Sustainable Investment, responsible for strengthening the Sustainable Investment framework across the investment team. Prior to joining Milford in July 2019, Marissa spent 17 years at UBS Asset Management where she held the roles of Senior Analyst, Head of Research and Lead Portfolio Manager for the firm’s Sustainable Australian Equities Fund. She has had broad industrial sector coverage throughout her career, including healthcare, gaming, media, diversified financials, paper & packaging and diversified industrials.
Marissa graduated from the University of Queensland in 1998 with a Bachelor of Commerce (with Distinction) and a Bachelor of Law (First Class Honours) and is a CFA Charterholder.
Marissa is based in Milford’s Sydney office.
Michael joined Milford in January 2017 and is Portfolio Manager of the Milford Dynamic Funds. Previously he spent four years at Macquarie Securities as a Senior Analyst in the Emerging Leaders Research team. Prior to that, Michael was an Analyst at the Global Research House Morningstar. Over the past seven years, his coverage has been varied across a broad range of smaller technology and industrial companies. Michael also worked as a Structural Engineer at Sinclair Knight Merz in Sydney before switching into the funds management industry. He holds a Masters of Commerce and a Bachelor of Engineering (Honours), both from the University of Sydney.
Daniel is a Portfolio Manager focussed on global infrastructure, utilities and real estate assets. He works on a number of Funds at Milford with a particular focus on the Milford Diversified Income Fund. Previously he spent 7 years at RARE Infrastructure where he was a Portfolio Manager and Senior Analyst and 4.5 years at CP2 (formerly Capital Partners) as an Investment Analyst.
Daniel holds Economics (Hons) and Arts degrees from the University of Western Australia, and a Graduate Certificate in Applied Finance from Macquarie University. Daniel is based in Sydney.
Alexander is a Portfolio Manager in the Global Equities team. Prior to joining Milford in 2020, Alexander was a Portfolio Manager and foundational member of the global equities team at AustralianSuper, which managed >$10bn invested in international shares. Alexander also spent 5 years at J.P. Morgan Cazenove in London covering European Industrial stocks, and began his investment career in Sydney in 2004 with Tyndall Investment Management.
He holds a Bachelor of Commerce degree from The University of Sydney and a Master’s in Applied Finance & Investment from the Financial Services Institute of Australasia.
Alexander is based in Milford’s Sydney office.
Greg is a Portfolio Manager based in the Sydney office focussing on Australian equities. Prior to joining Milford in October 2016, Greg spent over a decade as a Senior Analyst at Tribeca Investment Partners in Sydney following two years at AMP Henderson. During his career, Greg has covered many sectors including resources, energy, banks, utilities, steels and building materials. Greg has a Bachelor of Economics (Hons) from the University of Sydney, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia and is a CFA Charterholder.
David is a Senior Analyst, based in the Sydney office, with a particular emphasis on Australian equities, including IPOs. Prior to joining Milford in March 2014, David was a senior equity research analyst with Goldman Sachs and Credit Suisse in London covering the support services sector. In his 10 years overseas his remit spanned small caps to FTSE100 firms in industries as diverse as recruitment, temporary power, equipment rental, distribution, testing & inspection, facilities management, BPO and credit analytics. He holds a Masters of Management Studies and a BSc from Victoria University of Wellington, where he studied Technology Management, Physics and Mathematics.
Roland joined Milford in May 2016 as an Investment Analyst in the Sydney office. His role at Milford is to research, meet and analyse a range of companies to identify potential opportunities. He is based in the Sydney office. Roland graduated from Victoria University of Wellington in 2014 with a Bachelor of Commerce, double majoring in Finance and Marketing. During his studies he worked at GMI in their KiwiSaver department, and after completing his degree, Roland worked as a junior Portfolio Manager at a boutique funds management company based in Sydney.
Will joined Milford in 2018 as the Australian Dealer based in the Sydney office, responsible for trade execution. Prior to joining Milford, Will was trading equity and FX for Kiwi Wealth Investments in Wellington. Will has a Bachelor of Commerce from the University of Otago, and is working towards gaining the CFA charter.
Regan van Berlo
Head of DistributionMore
Regan van Berlo
Head of Distribution
Regan is responsible for leading our engagement with research teams, asset consultants, platform providers and financial advisers to ensure Milford is a fund manager of choice.
Joining Milford in 2018, Regan brings over a decade of experience in the Australian finance industry with extensive exposure to the funds management, investment research, data, software and advice segments.
Prior to joining Milford, Regan spent six years with Morningstar Australia. In his previous role as Head of Adviser Distribution, Investment Management, Regan was responsible for servicing a national footprint of financial advisers, dealer groups, research teams and platforms in addition to leading a team of business development professionals.
Regan holds a Masters in Applied Finance in Wealth Management and Corporate Finance and a Bachelor of Commerce and Arts from the University of Auckland.
Senior Business Development ManagerMore
Senior Business Development Manager
Katharine joined Milford in February 2020 and is responsible for growing relationships with financial advisers, wealth management firms, and investment consultants.
Prior to joining Milford, Katharine spent over four years at Macquarie Investment Management where she was the Senior Business Development Manager for New South Wales. She has over ten years of financial services experience with specialist knowledge in distributing fixed income, equity, and absolute return funds.
Katharine holds a Bachelor of Commerce, a Bachelor of Communications, and a Graduate Diploma of Financial Planning.