At Montgomery, we have an unwavering dedication to long term returns. And anchored by more than twelve decades of combined experience, here is the team committed to delivering them.
JodeneJackson Head of Communications
- (02) 8046 5009
Bachelor of Commerce (Double Major in Marketing and Economics), Bachelor of Laws
Jodene joined the team at Montgomery as the Head of Communications in November 2014. Jodene is a senior marketing and communications specialist with over 10 years experience leading corporate communications teams.
Jodene has held senior roles in financial services companies and was most recently the Head of Corporate Affairs and Investor Relations for an ASX-listed wealth manager with $30 billion in funds under advice/management. Prior to that, she was Group Head of Marketing with Centuria Capital, an ASX-listed diversified funds manager.
Before moving to financial services, Jodene worked for leading Australian law firms Mallesons Stephen Jaques and Gilbert + Tobin.
Sandra Pobucky Communications Assistant
- 02 8046 5013
Bachelor of Commerce (Major in Marketing and Public Relations)
Sandra joined Montgomery Investment Management in May 2017 as Communications Assistant.
Sandra assists with editorial management and digital strategies including creating content and website management. In addition, Sandra produces the investment reports and assists in managing events. Sandra also speaks fluent Czech.
Paul Mason Chief Operating Officer
- (02) 8046 5015
Paul Mason was appointed Chief Operating Officer of MGIM in August 2015, after consulting to the Company, where he was instrumental in establishing the Montaka Global Fund and the Montaka business.
Paul has more than two decades of experience in the investment banking industry, gaining experience as a Chief Operating Officer in equity capital markets, operations, new business development, equity trading and prime brokerage.
He was Chief Operating Officer for AMBATA Capital Partners based in New York; Chief Operating Officer for Credit Suisse Standard Securities based in Johannesburg; and Chief Operating Officer for Credit Suisse European Prime Services based in London.
DeanCurnow Account Manager - Private Clients
- (02) 8046 5019
Bachelor of Commerce (Double Major in Commercial Law and Finance), ASIC Regulation Guide 146 accredited.
Dean joined Montgomery Investment Management in June 2016.
Dean joined the firm from Colonial First State, where he was a Consultant for Retail Sales for 2 years.
Prior to this, Dean was also a Relationship Manager with the Commonwealth Bank of Australia, where he spent 5 years working in Retail Banking.
For private client or financial planning and platform enquiries, contact Dean on (02) 8046 5019, or by email.
ChristopherDemasi Portfolio Manager
Bachelor of Commerce (Double Major in Actuarial Studies and Finance)
Christopher is a Portfolio Manager at MGIM.
Christopher joined Montgomery in January 2015 after spending more than four years at LFG, the private investment group of the Lowy family, where he was most recently a senior member of the research team based in New York. Prior to this Christopher worked as a research analyst at One East Partners, a hedge fund based in New York, and as an investment banker at Goldman Sachs in Sydney.
Christopher holds a Bachelor of Commerce with Distinction, majoring in Actuarial Studies and Finance, from the University of New South Wales under a full academic scholarship.
AndrewMacken Portfolio Manager
Bachelor of Engineering (Honours), Master of Commerce (Finance), Master of Business Administration.
Andrew is a Portfolio Manager at MGIM.
Andrew joined Montgomery in March 2014 after spending nearly four years at Kynikos Associates LP in New York as a senior member of the research team. Prior to this, Andrew was a management consultant at Port Jackson Partners Limited in Sydney for nearly four years, focusing on strategy for clients in Australia and abroad.
Andrew holds a Master of Business Administration (Dean’s List) from the Columbia Business School in New York. Andrew was a member of the elite Applied Value Investing program, the basis of which stems from the teachings of Benjamin Graham and David Dodd at the Columbia Business School in the 1920s.
Andrew also holds a Master of Commerce and a Bachelor of Engineering with First Class Honours from the University of New South Wales, Sydney, under the Co-Op scholarship program.
RogerMontgomery Chairman and Chief Investment Officer
Bachelor of Commerce. Senior Fellow, Financial Services Institute of Australia.
Roger is the founder of Montgomery Investment Management.
Roger brings more than two decades of investment and financial market experience, knowledge and relationships to bear in his role as Chief Investment Officer.
Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merill Lynch.
In 2010, Roger published his first book, the best-selling investment title Value.able. Buy it here.
DavidBuckland Chief Executive Officer
- (02) 8046 5000
Bachelor of Commerce, Master of Applied Finance and Investment, Fellow of the Financial Institute of Australasia, Fellow of CPA Australia, Fellow of the Governance Institute of Australia. David completed the Harvard Business School Owner/President Management Program (OPM) in 2006.
David joined Montgomery Investment Management in 2012.
David is a deeply knowledgeable and highly experienced financial services executive. Prior to joining Montgomery, David was CEO and Executive Director of Hunter Hall for 11 years, as well as a Director at JP Morgan in Sydney and London for eight years.
Individuals and their families investing or invested directly with Montgomery can contact David on (02) 8046 5000, or by email.
Matthew Briggs Global Institutional Distribution
Bachelor of Psychology and Information Technology in Science
Matthew was asked to lead MGIM’s Institutional Distribution efforts globally in January 2019 after consulting to the business since May 2018.
Previously Matthew was a Director of Institutional Distribution at Bennelong Funds Management and prior to that he had an eleven-year career at Citigroup in London and Sydney, where he was most recently Head of Prime Finance in Australia.
DavidTrofa Head of Operations
David joined Montgomery as Head of Operations in October 2018.
David has over 13 years’ experience in the Asset Management and Services Industry. Previously, he spent over eight years at Lazard Asset Management working in the Portfolio Implementation team and progressing to Head of Operations. Before this, David worked at State Street for over five years as a Senior Associate in the Investment Manager Services group.
David is a CFA® charterholder and holds a Bachelor of Commerce from Macquarie University.
LachlanMackay Research Analyst
Bachelor of Arts (Applied Mathematics and Computer Science)
Lachlan joined MGIM in July 2018 as a Research Analyst after studying at the University of California, Berkeley where he holds a Bachelor of Arts (Applied Mathematics and Computer Science).
JosephKim Senior Analyst
Bachelor of Applied Finance and Bachelor of Actuarial Studies
Joseph joined Montgomery as a Senior Analyst in June 2018.
Joseph has twelve years’ experience in equities research, funds management and M&A. Before joining Montgomery, he was a Senior Analyst at Colonial First State Global Asset Management responsible for coverage of resources, energy, infrastructure and industrials sectors. Joseph’s prior experience includes roles in equities research at JP Morgan and at Ellerston Capital.
Joseph holds a Bachelor of Applied Finance with a degree of Bachelor of Actuarial Studies from Macquarie University.
CraigMorton Finance Director
Bachelor of Business Science (Finance)
Craig was appointed Finance Director after consulting to MGIM since August 2017, during which time he was active in the establishment of the ASX-Listed Montgomery Global Equities Fund (MOGL) and the Montaka Global Equities Fund.
Craig has spent the past two decades at various investment banks in London, Johannesburg and Sydney in trading and sales roles across stock lending, prime brokerage and equity derivatives
Craig is a qualified Chartered Accountant, holds a Bachelor of Business Science (Finance) from the University of Cape Town and an Honours degree in Accounting from the University of South Africa.
AmitNath Senior Analyst
Master of Commerce and a Bachelor of Engineering
Amit joined MGIM in April 2018 as a Senior Research Analyst, after spending seven years as a credit analyst at Credit Agricole and Citigroup, based in New York. Prior to this, Amit was an investment banker with Citigroup for five years in New York and Sydney, focusing on Media and Telecoms; Metals and Mining; and Consumer Products.
Amit holds a Master of Commerce and a Bachelor of Engineering from the University of New South Wales, Sydney.
AndreasLundberg Joint Portfolio Manager
Master of Science in Industrial Engineering
Andreas joined Montgomery as a Senior Analyst in February 2017. Andreas joined from Navigo Partners, a M&A advisory firm in Stockholm, Sweden where he was a Director responsible for origination and execution of Scandinavian projects. Before this, he worked for three years in corporate strategy at Alinta Energy in Sydney.
Previously, Andreas spent three years as an Associate Director in the corporate finance division of DNB, based in Singapore and seven years as an equity analyst for Fidelity Investments, based in London and Hong Kong.
Andreas holds a Master of Science in Industrial Engineering from Chalmers University of Technology, Sweden where he was awarded the John Ericsson medal. He also studied at University of New South Wales and Haas School of Business at UC Berkeley.
ScottPhillips Head of Distribution
- (02) 8046 5005
Bachelor of Commerce, Graduate Diploma in Applied Finance and Investment, Master of Business Administration.
Scott joined Montgomery Investment Management in 2013.
Scott joined the firm from BlackRock Investment Management, where he was Managing Director, Head of Retail Australia for 12 years.
For financial planning, dealer group and platform enquiries, contact Scott on (02) 8046 5005, or by email.
DanielWu Research Analyst
Bachelor of Commerce (Distinction) and Bachelor of Laws
Daniel joined MGIM in June 2016 as a Research Analyst.
Prior to joining Montgomery, Daniel was an analyst in the investment banking divisions of UBS and Goldman Sachs, where he covered the Infrastructure, Utilities, Technology and Media sectors.
Daniel studied at the University of Sydney and holds a Bachelor of Commerce with Distinction and a Bachelor of Laws.
TimKelley Head of Research
Bachelor of Engineering, Master of Business Administration (Distinction).
Tim joined Montgomery as Head of Research in July 2012. Prior to this, Tim was an Executive Director in the corporate advisory division of Gresham Partners, where he worked for 17 years.
Tim is highly regarded for his excellent analytical capability and past involvement in significant corporate transactions, including the dual listed merger of BHP and Billiton, the proposed acquisition of Rio Tinto by BHP, the recapitalisation of Prime Infrastructure, the merger of Deutsche Bank's listed property trusts to create DB RREEF; the acquisition of AMP Diversified Property Trust by Stockland; the merger of Trust Company and Permanent Trustee Company; and the merger of Australian Cement and QCL.
Before joining Gresham Partners, Tim worked for McKinsey & Company for four years, where he was involved in strategic consulting in both Australia and Denmark.
DavidDenby Account Manager
- 0455 086 484
Bachelor of Business (Banking & Finance) and CIMA (Certified Investment Management Analyst)
David has over 20 years industry experience serving the financial planning community. He joined Montgomery in February 2016 to manage the firms growing relationships with financial planners and research accounts in Victoria, Tasmania, South Australia and Western Australia.
Prior to Montgomery, David was the head of Retail Distribution for Antares Equities and previously the National Sales Manager at BlackRock Investment Management. He was also NSW State Manager at HSBC and Business Development Manager at IOOF.
For financial planning, dealer group and platform enquiries, contact David on 0455 086 484, or by email.
StuartJackson Senior Analyst
Bachelor of Economics (Honours)
Stuart Jackson joined Montgomery as a Senior Analyst in June 2015.
Stuart previously spent 19 years in research roles with JP Morgan in Australia and in New York. Stuart was appointed Executive Director at JP Morgan in 2005 and for the past 8 years was Deputy Head of Research. Prior to this he worked as an analyst in the Australian Equities team at Bankers Trust Asset Management for 3 years.
Stuart is a CFA® charterholder and holds a Bachelor of Economics (Honours) majoring in economics and econometrics from the University of Melbourne.