Our People

The Lucerne Investment Partners team is dynamic, focused and nimble, backed by the experience and knowledge to successfully secure and build investor wealth.

Anthony Murphy
CEO

Anthony Murphy

CEO

As co-founder and CEO of Lucerne Investment Partners, Anthony Murphy leads a dynamic, proactive and talented team that is focused on attaining the best returns for investors.

With extensive experience in the industry and knowledge that covers all aspects of investment and wealth, he is a specialist in investment advisory, portfolio management, group strategy and international business relations, particularly between Australia and Asia.

Anthony believes relationships are integral to success; he has developed many long-term partnerships with loyal investors and specialists. He also co-invests in Lucerne’s own dedicated funds.

Previous roles include Executive Director at Canaccord Genuity and Senior Advisor at Ord Minnett, as well as with leading economic consultants, Independent Economics. He is also a member of The CEO Institute.

E Anthony.Murphy@lucernepartners.com

Private Wealth

Jerome Lander
Portfolio Manager, Lucerne Alternative Investments Fund

Jerome Lander

Portfolio Manager, Lucerne Alternative Investments Fund

Dr Jerome Lander is a highly experienced, proven Portfolio Manager and Asset Consultant with a specialist expertise in outcome based and absolute return investing.

He is an independent member of Lucerne’s investment committee, providing a net positive contribution to the performance of the Lucerne Alternative Investments Fund to date.

Jerome has held numerous senior investment management positions, including Chief Investment Officer of the $12 billion Workcover Fund.

He was also a very successful Diversified Assets Portfolio Manager at Credit Suisse and Head of Manager Research for Van Eyk, where he ran the number one performing Australian equity multimanager during his tenure.

Tim Hannon
Investment Committee

Tim Hannon

Investment Committee

Tim is Managing Director and Chief Investment Officer of Newgate Capital Partners and has 25 years’ experience in the investment and securities markets.

He was a former partner of Goldman Sachs where he enjoyed a highly successful 17-year tenure, holding senior roles such as Head of Australian Equities, Head of Real Estate and Co-Manager of Global Real Estate Securities portfolios.

He was also founder and co-manager of the Goldman Sachs Australian Infrastructure Securities Fund, and co-manager of the award-winning Goldman Sachs Emerging Leaders Fund.

Over his career, Tim has been nominated for or won eight industry awards, including “Fund Manager of the Year”.

Michael Houghton
Executive Director

Michael Houghton

Executive Director

Michael is a senior finance and investment executive with more than 25 years’ experience in local and international private wealth management.

He has worked in wealth management, asset consulting, investment advice and portfolio construction.

 

Michael is passionate about providing an exceptional service for his investors and looks to partner with them to build trust and understanding.

He has previously held senior roles with Macquarie Bank, Citibank Switzerland, JB Were and ANZ and Westpac Private Banks.

E Michael.Houghton@lucernepartners.com

Steve Moretta
Advisor

Steve Moretta

Advisor

Steve joined Lucerne in 2018, having previously spent six years in various roles across the financial services industry.

A dedicated and affable advisor, Steve brings a wealth of knowledge to his role at Lucerne across client advisory. Steve spent two years at accounting firm Lipins Partners, followed by five fruitful years at professional services firm Ernst & Young, where he worked in both assurance (audit) and business valuations.

 

He holds a Bachelor of Commerce majoring in Accounting and Finance and is a Member of the Institute of Chartered Accountants and is also RG146 Compliant.

E Steve.Moretta@lucernepartners.com

Liam Barnes
Associate

Liam Barnes

Associate

Liam Barnes joined Lucerne in 2019, as an associate in the Private Wealth team. With previous experience in hospitality, retail and consumer goods, including work at Woolworths and Carlton & United Breweries, he looks forward to applying his skills and work ethic to ensuring the success of private wealth and the broader company.

He holds a Bachelor of Commerce (Liberal Studies) majoring in Finance and Business Information Systems from the University of Sydney.

Luke Reeves
Data & Automation

Luke Reeves

Data & Automation

Luke joined Lucerne in 2018 helping to significantly improve operations thanks to his specialist skills in data and automation.

Whether it’s streamlining documents, checking data and graphs for accuracy or managing software systems, Luke’s technical attributes help Lucerne to operate with maximum efficiency.

He previously worked in the cinema industry where he oversaw digital operations including programming, KPIs and historical data analysis.

Sandra Zaletto
Executive Assistant to CEO

Sandra Zaletto

Executive Assistant to CEO

Sandra Zaletto is a highly experienced Executive Assistant who has worked in large corporate environments for over 15 years.

In addition to excellent communication skills and an ability to work well under pressure, she prides herself on strong customer service and administration skills.

Sandra has previously been an Executive Assistant to the CEOs of Hospira/Pfizer and AMP.

E sandra.zaletto@lucernepartners.com

Corporate Advisory and Finance

Steve Morris
Executive - Director Corporate Advisory

Steve Morris

Executive - Director Corporate Advisory

Steve has over 20 years’ experience in financial markets, including many at the most senior levels.

He has provided corporate advice and capital raising services to numerous companies, as well as investment advice to many high net worth individuals and family offices.

As Executive Director of Corporate Advisory, Steve leverages his extensive network across listed and unlisted companies and investors to provide quality advice and capital raising outcomes.

Previous roles include Head of Private Clients (Australia) for Patersons Securities, Managing Director of Intersuisse Ltd, Founder and Managing Director of Peloton Shareholder Services and senior executive roles within the Little Group.

He is the chairman of ASX-listed Purifloh (PO3) and sits on the board of the Melbourne Football Club.

E steve.morris@lucernepartners.com

Ben Wilson
Director

Ben Wilson

Director

Ben is an experienced investor and corporate advisor with a successful track record in deal origination and execution.

He has worked across a wide variety of engagements, including general corporate advisory, financing transactions and private and public M&A, primarily in the consumer and industrials sectors.

Ben is an active investor in several successful private businesses covering retail, e-commerce and agriculture, as well as general investments of the Lucerne Group.

He holds a Bachelor of Commerce (Finance & Economics) and has completed Level 1 of the Chartered Financial Analyst (CFA) designation.

E ben.wilson@lucernepartners.com

William Cleland
Director - Sales and Trading

William Cleland

Director - Sales and Trading

William has an outstanding track record in financial markets with more than 15 years’ experience across all stages of the investment process right through from stock/company identification to capital market and market services.

His ability to strengthen the registry of companies by introducing best-fit shareholders, both institutional and private, with aligned interests, has consistently delivered positive financial outcomes.

By bringing his sales and trading expertise to Lucerne, we look forward to improving outcomes for investors and listed entities alike.

Relationship and service driven, he has enjoyed a highly successful broking career at a number of prominent financial services firms including Patersons Securities, Macquarie and Phillip Capital.

William holds a Bachelor of Business, Banking and Finance and a Bachelor of International Trade.

E william.cleland@lucernepartners.com

Nicholas Cayzer
Analyst

Nicholas Cayzer

Analyst

Nicholas Cayzer joined Lucerne Investment Partners in 2017 and specialises in corporate finance and principal investments. His meticulous approach to research, valuation and financial modelling is instrumental to managing due diligence processes.

He holds a Bachelor of Laws and a Bachelor of Business from Bond University.

E Nicholas.cayzer@lucernepartners.com

Marketing

Adrian Mifsud
Marketing & Business Development Manager

Adrian Mifsud

Marketing & Business Development Manager

Adrian Mifsud joined Lucerne in 2019 as the Marketing and Business Development  Manager. He previously worked as an Account Manager at the Marketing Data Agency IRI Worldwide, where he actively managed clients: The A2 Milk Company, SPC Ardmona, and Newell Brands.

Adrian is an experienced marketer who is passionate about establishing a strong brand presence, whilst also providing  positive consumer experiences. He has worked alongside brands within the Retail and FMCG space, helping them achieve business growth through uncovering strategic opportunities.

 

 

 

 

Adrian holds a Bachelor of Business where he majored in both Marketing and Management, which he acquired from La Trobe University.

E Adrian.Mifsud@lucernepartners.com