Stuart Cartledge is the managing director of Phoenix and the portfolio manager for each of the company's property portfolios / funds. Prior to establishing the business in 2006, Stuart had built a very strong track record in the listed property security asset class in his role as Head of Property Securities at Citigroup Asset Management. Stuart has been actively managing portfolios of domestic securities since 1993 and was instrumental to building the A-REIT business at Citigroup. Stuart holds a Masters degree in Engineering and Management from the University of Birmingham and is a Chartered Financial Analyst.
Richard Fakhry is the portfolio manager of the Cromwell Phoenix Opportunities Fund and a research analyst across all of the company's products. Prior to joining Phoenix, Richard worked in a variety of roles at MLC and BlackRock and was part of the BlackRock investment team from August 2006 specialising in A-REITs. Richard holds a Bachelor of Commerce from Flinders University, a Graduate Diploma of Applied Finance from the Securities Institute of Australia and is a Chartered Financial Analyst.
Jordan Lipson is a research analyst, who joined Phoenix Portfolios in March 2016. Jordan has a Bachelor of Commerce degree from the University of New South Wales where he majored in Actuarial Studies and Finance. Prior to joining Phoenix, Jordan was a Portfolio Analyst at Advance Asset Management / BT Invest Solutions and reported to the Head of Portfolio Construction and ESG. Jordan is a Chartered Financial Analyst.