Since 2006, Pinnacle Investment Management has rapidly expanded its global footprint, building a robust and diverse business positioned to succeed across market cycles. We choose only to partner with Affiliates that can demonstrate growth potential and whose management teams have strong track records.
We unleash the potential of our people, our clients, our investors, the people in our communities.”
Board of Directors
Alan is Pinnacle Investment Management Group’s Chair.
Alan joined the board on 15 July 2013 and became Chair on 23 October 2015. Alan is a Sydney-based former investment banker with 35 years of experience within various global equity markets. Over this period, he established, directed and was responsible for the conduct of securities business both in Europe and Asia advising many companies on capital structuring, initial public offerings, takeovers and mergers and investment relations strategies.
Alan has held positions as Managing Director at Barclays de Zoete Wedd Limited, Donaldson, Lufkin & Jenrette Securities Corporation, at Lehman Brothers Holdings Inc and as Head of Securities Europe for Macquarie Capital (Europe) Ltd.
Alan is also an independent director of Airboss of America, listed on the Toronto Stock Exchange and an independent non-executive director of Australis Oil and Gas, listed on ASX.
Ian is Founder and Managing Director of Pinnacle Investment Management Group.
Ian was appointed Managing Director of the Company on 17 August 2016 and an Executive Director on 25 August 2016, having been the Managing Director and Chair of PIML since 2006. Ian’s career to date has included more than 25 years as the CEO and chief investment officer of investment management firms, including the establishment of Australia’s first “multi-boutique” funds management firm (Perennial Investment Partners – founding Managing Director from 1998), building a major new investment corporation (Queensland Investment Corporation (QIC)- inaugural Chief Executive from 1988), and the management of a major Australian bank’s investment operation (Westpac Investment Management; Managing Director from 1993).
Ian’s early experience, in more than 10 years at Queensland Treasury, included extensive involvement with many major Australian and International financial market participants, and the Queensland Government’s commercial participation in many major industrial development projects during the late 1970s and the 1980s. He was a First Assistant Under Treasurer when he moved to build and lead QIC.
Ian is also a director of the following Pinnacle Affiliates: Aikya, Antipodes, Coolabah, Hyperion, Metrics, Palisade, Plato, Resolution Capital and Solaris.
Deborah is a Non-executive Independent Director, Chair of Remuneration and Nominations Committee and member of the Audit Compliance and Risk Management Committee for Pinnacle Investment Management Group.
Deborah began her working career in the finance industry where she was employed by Merrill Lynch for over a decade. She then moved to Ernst & Young where she specialised in risk management, governance and public and government relations. Deborah also served and continues to serve on a number of government, public, private and not-for-profit boards. Her broad experience includes the areas of finance, corporate governance, risk management, government and public relations.
Deborah is also the Chair of the Melbourne Convention Bureau, a director of Fed Square Pty Ltd, Visit Victoria and The Production Company.
Lorraine is a Non-executive Independent Director and member of the Audit Compliance and Risk Management Committee and Remuneration and Nominations Committee for Pinnacle Investment Management Group.
Lorraine has worked in the financial services industry for 40 years and possesses extensive experience in both investment management and superannuation. Before moving to a non-executive career in 2014, she worked for 15 years with US based investment manager Marvin & Palmer Associates. Lorraine contributed extensively to industry associations throughout her executive career, serving on the boards of the Investment Management Consultants Association (IMCA Australia, now the CIMA Society of Australia) for 13 years (7 as Chair) and the Association of Superannuation Funds Australia (ASFA) for 12 years (3 as Chair). Lorraine has been awarded Life Membership of both the CIMA Society and ASFA. Ms Berends holds a BSc from Monash University, is a Fellow of the Actuaries Institute and a Fellow of ASFA.
Lorraine is an independent non-executive director of Plato Income Maximiser Limited, Spheria Emerging Companies Limited and Hearts and Minds Investments Limited (listed investment companies) and a company appointed director of Qantas Superannuation Limited.
Gerard is a Non-executive Independent Director and Chair of the Audit Compliance and Risk Management Committee and member of the Remuneration and Nominations Committee for Pinnacle Investment Management Group.
Gerard is Chair of Queensland Treasury Corporation and related companies, having served for 14 years as Under Treasurer and Under Secretary of the Queensland Treasury Department. He has extensive experience in public sector finance in both the Queensland and South Australian Treasury Departments.
Gerard has substantial board experience, including 10 years as Chair of QSuper, and a wide range of directorships of major Government financial and commercial corporations. Since 2012, he has worked in non-executive director roles in the public and private sectors.
Gerard is also a Fellow of the Australian Institute of Company Directors, CPA Australia, Australian Institute of Chartered Accountants and Institute of Managers and Leaders.
Andrew is an Executive Director and Head of Institutional and International Distribution at Pinnacle Investment Management Group. Andrew is also a director of the following Pinnacle Affiliates: Metrics, Omega, Riparian and Two Trees.
Andrew was appointed Executive Director of the Company on 1 September 2016 and has been a senior executive with PIML since he commenced with the firm in March 2008. Andrew has extensive multi-channel (retail, wholesale and institutional) and multi-jurisdictional distribution experience and is currently responsible for leading the firm’s institutional and international distribution divisions. Prior to joining Pinnacle, Andrew worked for Legg Mason, one of the world’s largest, multi-affiliate investment management firms.
Andrew has a Bachelor of Arts (Honours) from the University of Melbourne, a Master of Science in International Relations from the London School of Economics and Political Science and a Graduate Diploma of Applied Finance and Investment from Kaplan Professional.
Adrian is an Executive Director at Pinnacle Investment Management Group and director of the following Pinnacle Affiliates: Coolabah, Firetrail, Longwave and Spheria.
Prior to joining the Company in 2008, Adrian was Director, Head of Retail Sales with Schroder Investment Management in Sydney, from 2002 to April 2008. At Schroders, Adrian was responsible for leading the business’s direction and engagement with researchers, consultants, dealer groups and private clients.
Prior to Schroders, Adrian spent 8 years at Zurich in product, research and business development roles.
Amy is Pinnacle Investment Management’s Director of Talent Acquisition and Development, and is responsible for people oriented aspects such as sourcing, developing, retaining and enabling our employees.
Amy is an Organisational Psychologist and has over 20 years of experience in Australia, the US, Asia and the Middle East.
Amy joined Pinnacle in 2018. Prior to this, she spent time working in the US, firstly in a psychological consulting firm before moving to Macquarie, where she was responsible for establishing the Talent function in the Americas and supporting all Macquarie’s operating groups from a Talent perspective. She then moved to an SVP role supporting Macquarie’s Fixed Income, Currencies and Commodities and Finance businesses. Amy moved back to Australia to support Macquarie’s retail bank from an HR perspective before moving to BT Financial Group in a Head of HR role.
Alex is an Executive Director at Pinnacle Investment Management Group and is a Director of a number of Pinnacle Affiliates.
Alex’s current responsibilities include the provision of the full suite of turn-key, institutional quality non-investment services. He also works closely with the distribution team in product development and support.
Alex has over 20 years of experience in financial services in both Australia and overseas. He was intimately involved in the establishment of Pinnacle and each of the affiliates. Prior to joining Pinnacle, he spent 10 years with Wilson HTM Investment Group as Chief Operating Officer, Chief Financial Officer and Head of Wealth Management.
Alex has a Bachelor of Commerce (Hons) and is a member of the Institute of Chartered Accountants in Australia and a Fellow of the Australian Institute of Company Directors.
Ramsin is a Director at Pinnacle Investment Management, and is Head of Retail Distribution.
Ramsin has over 25 years experience in financial services across roles in research, product development, strategy and distribution.
Ramsin joined Pinnacle in 2019. Prior to Pinnacle, Ramsin was the Head of Asset Management Solutions at Morningstar. He lead Morningstar’s North America strategy for their Asset Manager business, working with product development teams to bring solutions to the market meeting client needs.
Prior to joining Morningstar, Ramsin worked for 8 years in Australia at The Trust Company and Perpetual, and for 10 years at ING businesses across Australia and Malaysia.
Ramsin holds a combined Bachelor of Laws and Bachelor of Commerce Degrees from Macquarie University as well as completed the graduate Diploma in Applied Finance and Investment. Ramsin is a Fellow of Financial Services Institute of Australasia (FINSIA).
Calvin is Chief, Legal, Risk & Compliance Officer and Company Secretary of Pinnacle Investment Management Group Limited.
Prior to joining Pinnacle, Calvin practised as a solicitor at Herbert Smith Freehills with expertise in funds management, financial services, M&A and commercial transactions. Calvin has also worked at UBS Global Asset Management and Deutsche Bank in Sydney and New York.
Calvin holds a Master of Applied Finance, a Bachelor of Laws and a Bachelor of Commerce (Finance and Business Law) and a Graduate Diploma of Applied Corporate Governance. Calvin is a graduate member of the Australian Institute of Company Directors.
Dan is Pinnacle Investment Management’s Chief Financial Officer, responsible for the group’s finance, technology and operations functions.
Dan has 20+ years professional experience in both Australia and overseas.
Dan joined Pinnacle in 2010. Prior to Pinnacle, he spent the first years of his career with Ernst & Young in the UK, working predominantly with financial services clients, qualifying as a Chartered Accountant in 2002. Following this, Dan spent over four years at Credit Suisse, heading up the Client Accounting function responsible for US$70bn of assets, predominantly in hedge funds and private equity assets, including in major offshore jurisdictions.
Chris is a Director at Pinnacle Investment Management, responsible for driving the listed products business including in excess of $5bn of FUM across active ETFs and listed closed end funds (LICs and LITs).
Chris joined Pinnacle in 2018. Prior to Pinnacle, Chris was the CEO of RMI Investment Managers since 2015 where he built an asset management business by partnering with ten independent boutique asset management businesses in South Africa, collectively managing $10bn of FUM.
Prior to that, Chris was the founder and CEO of RMB Morgan Stanley since 2006, successfully leading the company to be the number one institutional equity business in South Africa.
Chris spent three years prior to that in New York as an Executive Director in Morgan Stanley’s US Equity research team where he analysed the US brokerage, asset management and stock exchange industries. Chris started off his career as an analyst and portfolio manager for six years at Merrill Lynch Investment Managers in both London and Princeton, New Jersey managing US and Global Equity funds.
Chris is a Chartered Financial Analyst (CFA) and Business Science honours graduate of the University of Cape Town.
Life at pinnacle
There are few workplaces in the financial services industry as dynamic and diverse as what you’ll find at Pinnacle. One day you may be working alongside and supporting leading fund managers, the next assisting clients achieve their investment objectives with cutting-edge data analytics at your fingertips. Pinnacle’s workplace culture is one of collaboration, support and continuous personal development. Most importantly, we believe work-life balance is critical in enabling our people to reach their full potential.
Pinnacle recognises the benefits of a diverse group of employees reflecting different backgrounds, perspectives, styles, knowledge, experience and abilities. Workplace diversity in this context includes but is not limited to; gender, gender identity, age, race, disability, nationality, marital status, cultural background, sexual orientation, religious belief and ethnicity.
We are committed to workplace diversity and the Pinnacle Diversity Policy further outlines its focus on recruiting, developing, rewarding and retaining people with diverse backgrounds to meet the needs of our clients, shareholders and community.
To support the achievement of our diversity objectives, Pinnacle undertakes the following initiatives:
- equal opportunity recruitment process that draws a diverse pool of both applicants and shortlisted candidates for all positions, including Board and senior management appointments;
- flexible work arrangements to assist employees to balance their work, personal and family responsibilities;
- sponsoring Women in Finance scholarships to assist female university students in gaining a greater understanding of and experience in investment management.
Pinnacle has a strong focus on the development of its staff and facilitates practical development initiatives such as secondments, on the job rotational assignments and on demand learning programs. Access to each of these is based on merit, learning needs and equality. Each individual within Pinnacle has a personal development plan and meets regularly with their manager to discuss performance and relevant development initiatives that support Pinnacle’s commercial goals and the individual’s career aspirations.
In addition to these regular employee check ins, to help ensure a sense of purposeful direction for each employee and connectedness, the Group comes together at least twice yearly to hear directly from Ian Macoun, Pinnacle’s Managing Director.
Our people are key to the success of the Company and Pinnacle takes an active involvement in staff welfare and engagement. Pinnacle is fully supportive of initiatives to optimise the mental health of its employees. Pinnacle has an Employee Assistance Program for Pinnacle employees and their immediate family members. Confidential counselling is available to provide support on a range of personal and work-related issues. Pinnacle Directors monitor workloads, wellbeing and resourcing to ensure mental health is not compromised during periods of high stress.
Pinnacle is committed to providing a flexible working environment that suits an employee’s personal circumstances. Several employees are currently on part time working arrangements to enable them to balance family and personal responsibilities.
Compressed working weeks is another initiative Pinnacle is receptive to in circumstances where it is warranted. Following the birth of a child, the relevant people manager remains in communication with the employee on parental leave via ‘Keeping in Touch’ days so they feel informed and connected thereby assisting with the transition back to work.