Profil
Mr. Anthony Serhan, CFA, is Managing Director of Research Strategy Asia-Pacific at Morningstar Australasia Pty Ltd.
and a Managing Director at Intech Pty Ltd.
At Morningstar, Mr. Serhan is responsible for the development of innovative research and commentary about investment themes and trends within the Asia-Pacific region, and representing Morningstar’s manager, equity and credit research capabilities.
He has more than 25 years of investment and financial services experience in both institutional and retail capacities.
At Morningstar, he previously held the roles of CEO Morningstar Australasia.
Mr. Serhan was employed as Managing Director & Research Strategy by Morningstar Research Ltd.
and Chief Executive Officer by Morningstar Research Pty Ltd.
He was also a Managing Director of Ibbotson Associates Australia and head of adviser and research and was an Associate Director at ASSIRT, and before that, headed the investment consulting practice at AMP Consulting.
Mr. Serhan holds a Bachelor’s degree in business from the University of Technology, Sydney, a graduate diploma in applied finance and investments from FINSIA and holds the Chartered Financial Analyst
designation.
He was also a Director and Vice-president of the CFA Society of Sydney and a Director and chair of the Abbotsleigh Foundation investment committee and was previously a member of the ASFA
investment sub-committee for 13 years.
Anciens postes connus de Anthony Serhan
| Sociétés | Poste | Fin |
|---|---|---|
Morningstar Australasia Pty Ltd.
 Morningstar Australasia Pty Ltd. Investment ManagersFinance Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. | Directeur Général | 01/04/2014 |
| Morningstar Research Pty Ltd. | President | 29/11/2011 |
Ibbotson Pty Ltd.
 Ibbotson Pty Ltd. Investment ManagersFinance Ibbotson Pty Ltd. provides asset management services. The company is headquartered in Sydney, Australia. | Corporate Officer/Principal | 01/11/2010 |
Morningstar Research Ltd.
 Morningstar Research Ltd. Investment ManagersFinance Part of Morningstar, Inc., Morningstar Research Ltd. provides investment research. The company is based in Auckland, New Zealand and was founded in 1999. | Directeur Général | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Ibbotson Pty Ltd.
Ibbotson Pty Ltd. Investment ManagersFinance Ibbotson Pty Ltd. provides asset management services. The company is headquartered in Sydney, Australia. | Finance |
| Morningstar Research Pty Ltd. | Finance |
Morningstar Research Ltd.
Morningstar Research Ltd. Investment ManagersFinance Part of Morningstar, Inc., Morningstar Research Ltd. provides investment research. The company is based in Auckland, New Zealand and was founded in 1999. | Finance |
Morningstar Australasia Pty Ltd.
Morningstar Australasia Pty Ltd. Investment ManagersFinance Morningstar Australasia Pty Ltd. is the Australian investment research subsidiary of Morningstar Direct Investments Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in Barangaroo, the firm was founded in 1999 as Huntley’s Investment Information Pty Ltd. They provide research on Australian stocks, managed funds, superannuation funds, credit securities, exchange-traded funds, and listed investment companies for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. | Finance |