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

Andrew Thompson
Head of Private Wealth

Andrew Thompson

Head of Private Wealth

Andrew Thompson leads Lucerne’s private wealth team, which provides personalised investment and strategic advice to high net worth individuals and families.

An experienced and trusted partner to investors, he is committed to delivering quality advice and consistent returns. Many of his clients have been with him for more than a decade, a testament to his many years’ experience, strong understanding of finance and considered approach to wealth management.

Andrew has also enjoyed a strong affiliation with the St Kilda Football Club over many years, first as a player, then as a Board member.

Prior to co-founding Lucerne, Andrew was instrumental in growing Canaccord Genuity’s wealth management business in Australia. He started his career as an Advisor at ABN AMRO.

E Andrew.Thompson@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

Jeremy Zehnwirth
Chief Operating OFficer

Jeremy Zehnwirth

Chief Operating OFficer

As Chief Operating Officer, Jeremy Zehnwirth drives business strategy, operations and management at Lucerne.

An experienced leader in financial management, across both board-level and executive roles, his strong business skills are backed by a thorough understanding of finance and markets and a commitment to building long-term business relationships.

His specialties include corporate governance, strategy, operations, finance, legal & compliance, IT, human resource management, marketing and project management.

Jeremy was previously the Chief Operating Officer at Canaccord Genuity, and holds an MBA from Melbourne Business School. He is also a member of the Australian Institute of Company Directors.

E Jeremy.Zehnwirth@lucernepartners.com

Tom Collinson
Advisor

Tom Collinson

Advisor

Advisor Tom Collinson oversees the management of Lucerne’s “fund of funds”, Lucerne Growth.

A dedicated and personable wealth management advisor, Tom’s approach to investment is underpinned by thorough analysis and quality service, personalised for each investor.

Portfolio construction, asset allocation and investment manager selection are his specialties.

E Tom.Collinson@lucernepartners.com

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

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

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

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

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