Steve currently works as an equities investment analyst for the Bennelong Long Short Equity Fund (part of the Bennelong Funds Management Group). Steve joined Bennelong in August 2014 and has 17 years of experience in the funds management industry.Before joining Bennelong, Steve worked in similar roles at JCP Investment Partners and Wallara Asset Management, both Melbourne boutique investment managers specialising in Australian shares portfolios on behalf of sophisticated wholesale investors. Prior to joining the funds management industry, Steve worked as an investment consultant with Towers Perrin’s Asset Consulting Practice.
Steve has a Bachelor of Commerce with Honours from Melbourne University and a Bachelor of Commerce from Deakin University. He is also a CFA Charterholder from the CFA Institute since 2003.
Sally Wood has a Bachelor of Business (Victoria University) and a background in financial management. Her professional experience has included finance roles within the Victorian health care sector, international publishing in London and various senior roles within the commercial sector.Sally is a great niece of the founder of the L.E.W. Carty Charitable Fund, the late Olive Muriel Carty.
Olive Carty emphatically wished her benefaction to be named in honour of her late husband, Leslie E.W. Carty, a well-known Western District pastoralist. Sally’s appointment will continue a dedicated family connection with her great aunt’s benefaction which today supports many worthy medial research projects in Victoria.