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.

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

Marketing

Alex Cowie
Executive Director - Communications

Alex Cowie

Executive Director - Communications

Alex is an experienced funds and wealth management marketing executive. He has recently joined Lucerne after four years as Content Director at Livewire Markets, where he developed the content strategy across all channels and media. Prior to this, he served as Director, Research Marketing and distribution for Canaccord Genuity, Australia. Dr Cowie has a Master of Applied Finance from Kaplan Higher Education and is passionate about the power of content in connecting great investors with great opportunities.

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