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Showing 1 - 10 of 43 results for "Pitcher Partners"

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... group's general manager and before that was head of operations when she joined in March 2018. Ridley also worked at Pitcher Partners as head of advice and NAB for more than six years. In 2023, Ridley told Financial Standard that her focus was on ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
Three Pitcher Partners executives have set off to launch Viola Private Wealth, an ultra-high-net-worth financial advice firm spearheaded by Charlie Viola. Viola, together with founding partners Sean Ward and Andrew Levi, bought out operational aspects ...

Industry leaders celebrate Australia Day honours

KARREN VERGARA  |  MONDAY, 29 JAN 2024
... Among the AM recipients, which recognises services for a particular locality, field of activity, or group, is Pitcher Partners partner and investment adviser Sue Dahn. Dahn is currently a non-executive director and chair of HESTA's investment committee. ...

HESTA adds Dahn to board

KARREN VERGARA  |  FRIDAY, 28 APR 2023
HESTA has appointed Pitcher Partners' Sue Dahn, an FS Power50 financial adviser, to its board and investment committee. From July 1, Dahn will join the super fund with $70 billion in assets under management. Dahn founded the investment advisory practice ...

Principals' Community retains BT members

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
... in the everchanging post-Covid and post-Royal Commission environment," Costas said. Charlie Viola, partner at Pitcher Partners Sydney Wealth Management, is a current member and offered his support to the community. "Never underestimate having a truly ...

Advice gap spurs boom in investment media

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... Bryce Leske - had raised $1.2 million from funders including Magellan, Zip Co chief executive Larry Diamond and Pitcher Partners wealth adviser Charlie Viola. Victoria Devine's popular She's on the Money also recently partnered with roboadviser Six Park ...

Pitcher Partners names Adelaide lead

ANNABELLE DICKSON  |  TUESDAY, 2 NOV 2021
Pitcher Partners appointed its first chief executive for its Adelaide business as it looks to leverage growth opportunities in the region. Gail Murphy-Nakkash relocated from Sydney to take on the position and was previously global general manager at ...

Ord Minnett names head of equities

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... recently appointed a new state manager for Queensland and senior investment adviser. David Lane joined the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit he established and led in 2010. Lane's career ...

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... state manager for Queensland who will also act as a senior investment adviser. David Lane joins the firm from Pitcher Partners where he spent over 11 years as a director of wealth management, a unit he established and led in 2010. Lane's career began ...

Trustee of the Year announced

KANIKA SOOD  |  TUESDAY, 18 MAY 2021
... with Tasplan. She has 20 years of experience as a non-executive director. She is also a financial adviser at Pitcher Partners and has topped the Barron's list and appeared in the FS Power 50. "While your intellect, expertise and skill as a professional ...
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