The Team

Jonathan Ramsay

Director

jramsay@investsense.com.au  |  +61 438 537 007

Fil Andronaco, CFA

Director

fandronaco@investsense.com.au  |  +61 433 718 774

Jonathan Tolub

Director

jtolub@investsense.com.au  |  +61 469 165 131

Jonathan has over 23 years' experience in asset consulting and funds management in the UK and Australia where he has held a number of senior roles such as Head of Asset Consulting and Chief Investment Officer. At InvestSense Jonathan helps clients develop and manage their own investment products and sits on or chairs a number investment committees. Jonathan is regularly requested to participate in industry events and provide commentary to media.

Previously, at van Eyk Research, Jonathan had oversight of recommendations given to all external clients on asset allocation, fund selection and portfolio construction. During that time the team started to develop an innovative and robust approach to evaluating and communicating expected returns and risk for asset classes, investment products and securities. Portfolio construction and management on managed account platform’s became an increasing focus for the team which was ultimately the reason the team launched InvestSense.

Jonathan has also been a Senior Consultant with a global asset consulting firm, run his own independent consultancy, served as CIO for a boutique hedge fund of fund firm and was Head of Investment Strategy and Risk at an Australian small companies boutique.

Jonathan holds a Bachelor of Arts from the University of East Anglia (England) with Joint Honours in French and Economics. Jonathan qualified as an Associate of the Institute of Investment Management and Research.

Fil has over 17 years of experience within the finance industry in both Sydney and the UK. Fil’s role includes providing asset allocation and investment recommendations to clients of InvestSense and is part of the investment committee.

Prior to InvestSense, Fil was as a Senior Asset Consultant at research house van Eyk where he was responsible for providing dealer groups and financial planners with asset allocation and portfolio construction advice. This involved working with advice groups to develop and establish an investment process as well as providing ongoing management and monitoring of the portfolios. Fil’s clients varied from boutique advice groups implementing via traditional platforms to clients implementing via managed account platforms or multi-manager unit trusts with assets of over $1 billion.

Prior to van Eyk Fil worked in the UK across firms such as AXA Framlington, Northern Trust and Alliance Bernstein in roles covering portfolio implementation and portfolio analysis.

Fil was also an investment analyst at White Funds Management a boutique funds management firm specialising in Australian equities in Sydney. At the time, Fil was part of a four person investment team managing around $1 billion in assets covering predominately Australian equities with smaller mandates in Australian listed property and Australian fixed Interest.

Fil holds a Bachelor of Mathematics and Finance (Honours) from the University of Wollongong and is a CFA charterholder.

Jonathan has over 17 years of experience in financial services in New York, London and Sydney. Jonathan’s role includes providing asset allocation and investment recommendations to clients of InvestSense and is part of the investment committee.

Jonathan’s previous experience as a Senior Asset Consultant with van Eyk Research involved providing dealer groups and financial planners with asset allocation and manager selection advice. In this capacity, Jonathan had primary responsibility for the management of over AUD500 million of assets under advice. During this time, Jonathan was a regular contributor to various financial services publications, including AFR’s Asset magazine and The Australian.

Prior to moving to Australia, Jonathan was a Vice President with Lyxor Asset Management’s fund-of-fund division in New York, where he conducted research over 100 hedge funds in North America and Europe (including CTA global macro, equity long-short, relative value and event driven strategies).

Jonathan’s stint in fund manager research came after many years of trading experience that culminated in a Junior Portfolio Manager role with Societe Generale Asset Management’s Alternative Investments division. In this capacity, Jonathan advised senior portfolio managers on strategies, trades, allocation of risk and capital, conducted statistical research and testing of new trading ideas, and executed trades. During this time, Jonathan’s team won the Hedge Funds Review’s 2009 European Performance Award for Best Volatility Arbitrage Hedge Fund and EuroHedge’s 2008 Award for Best Convertible & Volatility Strategy. Before joining Societe Generale, Jonathan traded U.S and German treasuries for Goldenberg, Hehmeyer & Co in London and New York.

Jonathan holds a Bachelor of Science (majoring in Finance) from Yeshiva University in New York.


Paul Carrington

Director - Head of Adviser Solutions

pcarrington@investsense.com.au  |  +61 421 582 282

Daniel Leach

Investment Analyst

dleach@investsense.com.au  |  +61 402 518 400

 

Paul has over 30 years’ experience in the Financial Planning and Asset Management Industry. Over that time he spent 18 years as a Financial Adviser and 13 years in business development, the last 9 as Head of Retail Distribution at Russell Investments.

Paul has a fundamental belief that Financial Advisers are an extremely necessary profession in and for the Australian community and he is committed to make sure Advisers have access to leading Investment solutions which will enhance the wealth and financial security of the advised public.

Paul is a Director of InvestSense and responsible for identifying Financial Advisory firms throughout Australia, who are looking for leading investment solutions for their clients and matching them with an appropriate InvestSense Solution.

Daniel undertakes qualitative and quantitative research that facilitates the analysis of investments, trades and portfolios. He also supports various other investment operations including writing commentary on portfolios, investments and markets as well as participating in fund manager reviews and handling client enquiries related to investments.

Daniel joined the InvestSense team in 2018. He is eager to progress within the company and sees the essential value that financial advisers bring to the Australian financial services industry.

Daniel is currently undertaking a Bachelor of Applied Finance with a Bachelor of Economics from Macquarie University, and will continue to work towards further qualifications once these degrees are received.