2014 - 2018 Managing Director, Research Strategy, Asia-Pacific @ Morningstar
2012 - 2017 Director @ Abbotsleigh Foundation
2010 - 2014 CEO, Australia and New Zealand @ Morningstar
2009 - 2010 Managing Director @ Ibbotson Associates Australia Limited
2003 - 2009 Head of Adviser and Research @ Morningstar
Anthony Serhan Education
CFA Institute
CFA Charterholder
2004
FINSIA
Graduate Diploma in Applied Finance and Investment
1994
University of Technology, Sydney
Bachelor of Business (Finance & Economics)
1991
Australian Institute of Company Directors
GAICD (Company Director)
2018
Muswellbrook
Anthony Serhan Skills
Alternative Investments
Fixed Income
Portfolio Management
Investments
Business Development
Asset Allocation
Investment Advisory
Strategic Planning
Strategy
Financial Services
Anthony Serhan Summary
Anthony Serhan, based in Sydney, NSW, AU, is currently a Distribution Director at Perpetual Group. Anthony Serhan brings experience from previous roles at Pendal Group, Abbotsleigh Foundation and CFA Society of Sydney. Anthony Serhan holds a CFA Charterholder @ CFA Institute. With a robust skill set that includes Alternative Investments, Fixed Income, Portfolio Management, Investments, Business Development and more. Anthony Serhan has 3 emails and 2 mobile phone numbers on RocketReach.
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