Senior Analyst/Funds Manager
Stephen joined Harper Bernays as a Senior Analyst and Funds Manager in May 2017. Prior to that, Stephen was a Senior Investment Analyst at Clime Investment Management Limited for a period of three years where he analysed listed companies across a broad spectrum of industries and developed quantitative models to value those companies.
Before moving to Clime, Stephen worked as a Securities Analyst specialising in the Banks and the Finance Sector at Macquarie Securities.
For 9 years from 2003, Stephen worked for PricewaterhouseCoopers (PWC), in a variety of positions in Sydney and London. His final position with PWC was as an Associate Director of their Corporate Value Advisory arm in Sydney. During Stephen’s time with PWC he was involved in a wide range of business valuations and advisory projects for both private and publicly listed clients of the firm.
Stephen holds a Bachelor of Commerce from Macquarie University and is a Chartered Accountant. His various other Finance Industry Specific qualifications include a Graduate Diploma of Applied Finance and Investment (Distinction Average) from the Financial Services Institution of Australia (FINSIA), and a Master of Applied Finance (again with a Distinction Average) from Kaplan Professional.