Portfolio Manager: Alternatives and Impact Investments @ (July 2016 - July 2020)
Community Asset Specialist @ (April 2014 - June 2016)
Board Member and Secretary @ Ethical Advisers' Co-operative Ltd (April 2011 - November 2015)
Head of Research and Portfolio Manager @ (December 2004 - April 2014)
Performance Analyst @ Morley Fund Management (October 2001 - August 2004)
Lee Brennan Education
Clifton Hill Yoga Studio
Certified Iyengar Yoga Teacher
2005-2007
Monash University
Graduate Diploma (Information Technology)
1998-1998
RMIT University
Bachelor of Business (Economics & Finance)
1994-1998
Lee Brennan Skills
Alternative Investments
Analysis
Asset Allocation
Asset Management
Business Strategy
Equities
Equity Research
Ethical Analysis of Investment Options
Finance
Financial Planning
Financial Services
Investment Management
Investment Process Design
Investment Strategies
Investments
Management
Performance Analyst
Portfolio Management
Report Development
Research Report Writing
Risk Management
Small Company Analysis
Socially Responsible Investing
Strategic Financial Planning
Strategy
Superannuation
Wealth Management
Yoga Teacher
Lee Brennan Summary
Lee Brennan, based in Kyneton, VIC, AU, is currently a Non-Executive Chairperson, Investment Committee at Future Super. Lee Brennan brings experience from previous roles at KSB Sustainable Investments, Future Super and Bendigo and Adelaide Bank. Lee Brennan holds a 2005 - 2007 Certified Iyengar Yoga Teacher @ Clifton Hill Yoga Studio. With a robust skill set that includes Alternative Investments, Analysis, Asset Allocation, Asset Management, Business Strategy and more. Lee Brennan has 1 emails on RocketReach.
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