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

Aaryn Nania
Head of Funds Management

Aaryn Nania

Head of Funds Management

One of Lucerne’s co-founders, Aaryn Nania heads the funds management offering, as well as the general investments of the broader Lucerne Group.

With skills in valuation, financial modelling, capital markets, business strategy, financial analysis and structuring, Aaryn is knowledgeable and strategic. He has solid experience in founding and managing funds to deliver consistent returns.

Aaryn previously founded and managed Canaccord Genuity’s Absolute Return Portfolio, where he used a combination of equities, fixed income and derivatives to achieve strong returns and low correlation to broader equities markets.

E Aaryn.Nania@lucernepartners.com

Jerome Lander
Portfolio Manager and Investment Committee

Jerome Lander

Portfolio Manager and Investment Committee

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 Lucerne Growth 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”.

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.

Ben Wilson
Director

Ben Wilson

Director

Ben is primarily focused on originating and managing investment banking transactions.

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 committed to providing quality service, considered analysis and planning, and effective communication with investors, clients and partners.

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

Michael Houghton
Senior Advisor

Michael Houghton

Senior Advisor

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 as associate advisor, 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 investor relations work at Lucerne from 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.

E Steve.Moretta@lucernepartners.com

Daniel Gafforini
Analyst

Daniel Gafforini

Analyst

Daniel Gafforini is an investment analyst who works predominantly on the Lucerne Composite Fund.

With strong research and valuation skills, as well as a detailed and thorough approach to investment management, he has a track record of delivering consistent, risk-adjusted returns.

 

Daniel is involved in investment due diligence and valuations, portfolio monitoring and deal structuring.

E Daniel.Gafforini@lucernepartners.com

Our Investment Committee’s two independent members,
Dr Jerome Lander and
Tim Hannon, bring half-a-century’s worth of investment management and experience between them.

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

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