Christian is a founding partner of Beulah Capital, and a co-director of both Beulah Asset Management and Beulah Capital. Christian has over 11 years experience in the financial services industry. In addition to investment markets and portfolio construction, Christian has a sound understanding of superannuation, investment/business structuring, tax planning and accounting. His has held roles as an investment adviser and financial planner with Carnbrea & Co Ltd, a private advisory practice within a family office group, a business consultant advising SME clients, he has personally established a number of franchise businesses and has been a private banking adviser on investment and wealth creation strategies within a major financial institution. Christian is a member of the Investment Management Committee. Christian is authorised to provide advice on the financial strategies and products stated in this FSG.
Sandy is a founding partner of Beulah Capital, and a co-director of both Beulah Asset Management and Beulah Capital. Sandy has over 13 years experience in the finance industry managing assets for both private clients and institutions in Melbourne and Singapore. Sandy spent six years with Deutsche Bank managing Australian equities and fixed income for high net worth individuals and institutions in Melbourne, then relocated to Singapore where he ran a number of global portfolios for clients within the Private Banking division. He was responsible for managing global equities, currencies and emerging market bonds. Sandy has also worked as an equity trader with Goldman Sachs JBWere and was a senior client adviser at Carnbrea & Co Ltd, where he managed Australian and global equities portfolios for high net worth individuals, family groups and charitable foundations. Sandy is the Portfolio Manager, and along with the Investment Management Team, is responsible for the day to day research and analysis of the investments that are recommended for client portfolios. Sandy is authorised to provide advice on the financial strategies and products stated in this FSG.
Tom has over 22 years’ experience in the finance and investment industries. Tom is responsible for the Beulah investment process, including the recommended asset allocation levels and the selection of underlying investments, in particular Australian Listed Securities. Before joining Beulah, Tom was a co-founder and the Managing Director of MM&E Capital, a Melbourne based hedge fund where he successfully managed the day to day affairs of both the company and its various funds under management since 2001. Prior to this he was an Executive Director of investment bank Flinders Capital Limited which specialised in both listed and unlisted equity investments. Tom has also worked with stockbroker McIntosh Securities Limited, Canadian investment bank Wood Gundy Inc. and retailer Country Road.
Amanda is a founding partner of Beulah Capital Pty Ltd. She has over 16 years experience in the investment services industry. Prior to Beulah Capital, Amanda held the position of Senior Client Adviser at Carnbrea & Co Ltd, a private family office that provided investment advice to high net worth individuals, family groups and charitable groups on Australian and global equities, listed interest bearing securities, portfolio construction and management, superannuation and tax planning. Amanda is a member of the Investment Management Committee. Amanda is authorised to provide advice on the financial strategies and products stated in this FSG.
Ralph has over 24 years experience in the banking, finance and investment services industries. Before joining Beulah Capital, his prior roles include 9 years with Coopers & Lybrand (now PWC) in Sydney, London and Eastern Europe as a banking, finance and treasury specialist. He spent 9 years with Deutsche Bank being responsible for the Private Banking Division including structured products, margin lending and private stock broking teams. And more recently over 2 years with Intech Pty Limited as a senior consultant to institutional portfolio managers and senior portfolio manager for the Intech Investment Trusts. Ralph is the principal officer for his family investment group currently active in the private, listed and derivative markets across multiple asset classes.
James has over 14 years experience in equity markets. Prior to joining Beulah Asset Management Pty Ltd, James was a portfolio manager for 2 years with boutique fund manager, Opis Capital. In addition to this, James brings stockbroking experience to the team after spending nearly 8 years at Goldman Sachs JBWere as an Institutional Dealer primarily broking Australian equities to offshore clients.
Mark is a finance and operations professional with over 14 years’ experience in the funds management industry. Mark is a qualified Chartered Accountant and an Associate of the Australian Institute of Company Directors. Before joining Beulah, Mark was the Chief Operations Officer at MM&E Capital, a Melbourne based hedge fund. He has also held senior finance and operations roles with organisations including KPMG, Colonial Investment Management Limited, Aviva Australia Limited and Herschel Asset Management Limited. Mark has extensive experience across investment markets covering Australian equities, international equities, cash and fixed interest, listed property trusts and alternatives (hedge/absolute return funds) and will be responsible for Beulah’s corporate governance practices.