Steve has over 15 years’ experience working in investment operations and investment research. 

Most recently Steve worked for an Industry Superannuation fund where his role encompassed several asset classes including Private Equity, Infrastructure and Global Shares. Additionally, he was responsible for the Fund’s investment performance reporting function.

Prior to that Steve worked for a global custodian for 10 years across a variety of roles including Client Relationship Manager and Manager of the Superannuation Client Service team.

At Occasio, Steve is responsible for Fund Administration, Investment Operations, Investment Reporting and has a passion for process improvements.

Steve holds a Bachelor of Science in Business Mathematics and Management