Investment Team

Adrian is a Portfolio Manager and Equity Strategist within the Watershed Funds Management Investment Team. Adrian is a specialist in the delivery of Managed Account Solutions with over 15 years' experience managing funds across multiple platforms, structures and asset classes. Adrian is the Portfolio Manager for the Watershed Australian Share SMA and Income SMA and a member of the Asset Allocation, International Share and Emerging Leaders Investment teams.

Ben is a Portfolio Manager within our Investment Team with a particular focus on the ASX Mid-Cap Sector. Ben graduated from Harvard University in 1996 with a major in economics. He was then one of four graduate students chosen nationwide to participate in the JB Were Graduate Program which involved a three month rotation through all departments of the investment house. After eighteen months he became an Investment Adviser on the Wholesale Dealing Desk, a role he performed for the next three years, before spending two years in London working as a Derivatives Analyst for Northern Trust. Upon his return to Melbourne Ben worked for a boutique private bank where he was a member of the Investment Committee which dictated the investment policy, the model portfolio construction and the desired asset allocation across the $1BN client base before he joined the team.

Adam’s role within the Investment Team is to ensure our Compliance regime is maintained and evolves with a changing financial services landscape. Adam is responsible for overseeing the decisions made by the Investment Team with the ultimate goal of protecting capital for our clients when establishing and delivering investment strategies to them.
Adam was previously the Chief Operating and Compliance Officer (COO) for a boutique Melbourne advisory firm that operated under their own Australian Financial Services Licence (AFSL).

Fred’s role in the Investment Team is to provide investment analysis and research support. He has a strong interest particularly in the US market economy and provides valuable insight into international markets.
Fred has a wide range of experience of more than 25 years in the areas of finance and investment. He has worked alongside Chief Financial Officers and in senior financial roles at large listed and unlisted companies in a range of industries including financial services. He also worked as Group Treasurer for a large listed multi-national paper manufacturer and spent four years working in Investment Banking specialising in the area of Structured Finance. During the past five years his focus has been on portfolio management and investment analysis and research.
Fred is qualified as a Chartered Accountant (CA) and as a Chartered Financial Analyst (CFA). He is a member of the Institute of Chartered Accountants Australia, the CFA Institute (Charlottesville, USA) and the CFA Society of Melbourne.

Hamish is an Associate Portfolio Manager providing support to the Investment Team in trading and execution. Hamish graduated from RMIT university with distinction having completed a Bachelor of Business, majoring in Economics and Finance. He has been with the firm for three years transitioning from administration, to a role in the investment management team. His role includes supporting senior portfolio managers, tactical asset allocation changes, implementing investment decisions and ensuring that portfolio strategy is applied correctly.

Shantelle is responsible for the distribution of Watershed’s investment capabilities to our institutional and financial advisor clients.

Shantelle has over 7 years experience in the Financial Service industry with her most recent role being a Relationship Manager at one of the big 4 banks.

Shantelle’s warm personality and exceptional communication skills enable her to work closely with our clients to better understand their needs and deliver their desired investment outcomes.