Reporting through to the Group Head of Research and Portfolio Construction, Matthew Drennan, Paul heads up the equity research and portfolio construction functions within IOOF Research. Specific duties involve oversight of equity research, and portfolio management including identifying quality investment managers and constructing portfolios.
Paul has been in the finance industry since the late 1990s with previous roles including Supervisory Analyst roles with Citigroup and Credit Suisse and within ANZ Asset Management. Prior to moving to Mosaic, Paul was Chief Investment Officer at Lachlan Partners responsible for developing and implementing the investment strategy of Lachlan Partners clients.
Paul has a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment and a Diploma in Financial Services and is a Fellow of the Financial Services Institute of Australia.