Our Experienced Analysts
Chris Kallos – Industry Specialist in Life Sciences
Chris Kallos, CFA, is a healthcare and biotech equities analyst with over 20 years experience in both Australian and US stocks. He has covered small, medium and large cap stocks for a range of research houses in Australia, the United Kingdom and the United States. Chris holds a Bachelor of Pharmacy (Sydney), an MBA from the AGSM (UNSW), and a Masters of Applied Finance (Macquarie). He is a CFA charterholder and graduate of the Australian Institute of Company Directors.
Rosemary Cummins – Industry Specialist in Life Sciences & Plasma Products
Rosemary Cummins, is a rated equity research analyst with 20 experience specialising in Healthcare research at Citigroup and UBS; together with a focus on global plasma products. She has been a consultant to several Australian and international companies and has also led the Investor Relations function for ASX100 listed pharmacy distribution and hospital companies.
Michael Bentley – Industry Specialist in Mining and Energy
Michael Bentley, CFA, has over 20 years’ involvement in equity markets. Michael has experience as both a portfolio manager and analyst in large and boutique fund managers, focusing on mining and energy stocks. In addition he has been responsible for implementation of ESG into investment processes. Michael has also worked in broking with Morgan Stanley Equity Research in mining and energy corporate access and client relationships. Michael holds a Bachelor of Economics from Sydney University and is a CFA charterholder and qualified Chartered Accountant.
Glen Wellham – Industry Specialist in Financial Technology
Glen Wellham is a financial services equities analyst with over 20 years experience. He has covered both small and large cap financial services stocks. Glen holds a Bachelor of Economics with majors in Finance and Accounting. Glen has extensive experience in Equity Research and Equity Capital Markets and was part of #1 ranked diversified financials team and #2 insurance team in equity research whilst at Citi.
David Fraser – Industry Specialist in Industrials
David has over 20 years experience in industrial equities research and advisory He has worked at a number of investment banks including 14 years at UBS where he was a member of the 1 rated Transport, Utility and Infrastructure team Prior to David entering the finance industry he was a Chemical Process Design Engineer specialising in on and offshore oil and gas projects in New Zealand, Australia, Norway, Gulf of Thailand and the UK David has a Bachelor of Chemical Engineering and Bachelor of Science from Canterbury University, a post graduate degree in Accounting and Finance from Victoria University, is a graduate in Applied Finance and Investment from FINSIA and is a graduate of the Company Directors course from the AICD.