Jamie Nemtsas
Jamie is a co-owner and director of Centre for Investment Education (CIE).
Jamie’s background is in wealth and asset management, predominately with high net worth individuals, families and corporations. He is a co author of the book ‘You don’t have to be rich to become wealthy: The Baby Boomers Investment Bible’ and is a regular speaker at investment conferences and also writes for a number of media outlets. He has a passion to educate the investor of a different way to think about investing. CIE is an extension of this into the wholesale side of wealth management
Jamie’s built his reputation as the co owner and director of Investstone Wealth Management a prominent boutique wealth management group, until its sale in 2009 to Lachlan Partners, in which his position was as the head of wealth management.
Jamie holds a Bachelor of Business(B.Bus), is a certified financial planner (CFP) and is a fellow of the Securities Institute.(F,FIN).
Jamie has a strong interest in the community and is a pro bono director of the Greenlight Foundation along with the Willow Foundation.
Erling Sorensen
Erling Sorensen is a partner at Donnelly Wealth Management as well as co-owner of the Centre for Investor Education.
Erling has a broad international background across corporate finance, strategy, mergers & acquisitions, commodity trading, investing and transport. He has worked for and managed international industrial and transport companies in Oslo, Singapore, Melbourne and London.
Prior to founding Donnelly Wealth Management and acquiring the Centre for Investor Education, Erling was the Chief Commercial Officer of Nyrstar Nv, the largest zinc metal producer in the world, operating out of London. He played an integral role in the float of Nyrstar on the Euronext in what was the largest IPO on the exchange in 2007. Before that Erling rose from being a cadet in the merchant marine to being the Asian regional managing director of the largest private owned shipping company in the world.
Erling is a Fellow of the Australian Institute of Company Directors and has held a number of non-executive directorships for publicly listed companies both in Australia and the United Kingdom. In addition he has been on several boards of private entities located globally including Australia, China and South-America through to Germany, upholding the position as either Chairman or Director.
Erling’s background provides him with unique knowledge and understanding of the dynamics of capital markets both in Australia and globally. His extensive involvement in investing, trading and operating across the supply chain of such markets of extreme volatility as those of the resources and commodities, ensures he is highly attuned to the benefits of diligent risk management.
Melda Donnelly
Melda Donnelly is the Founder and Chair of the Advisory Committee for the Centre for Investor Education.
Melda Donnelly has a vast knowledge of the Australian and international capital markets environments and a wealth of experience in this area. She has been a major contributor to industry debates and forums on investment issues for many years and continues in this role today.
Current Directorships
Chair of the Advisory Committee, Centre for Investor Education
Deputy Chair, VFMC
Director, Ashmore Group Plc.
Former Directorships
Melda has held numerous executive positions within the ANZ Banking Group including Managing Director of ANZ Trustees and Deputy Managing Director of ANZ Funds Management. She has also been Chief Executive Officer of Queensland Investment Corporation, and Chairman of the Board of Plum Financial Services Nominees and North Western Health Care Network. Previous directorships also included HealthSuper Pty Ltd, Network 10 Limited, Yallourn Energy, Walter & Eliza Hall Institute of Medical Research, and the Australian Accounting Standards Board. Melda is a regular participant at the Centre for Independent Studies’ annual Consilium, an invitation-only forum for leaders of business, politics and academia. She is also regularly invited to make presentations at board meetings of Australian superannuation funds. In 2002 Melda attended “Understanding Pension Fund Corporate Engagement in a Global Arena” held at Oxford University – an invitation-only, think-tank forum sponsored by the Rockefeller Foundation and Oxford University. At this forum, Melda was involved in key discussions on the timely issue of corporate engagement.
Community Leadership
Melda has also been active in the community for many years. She is currently a Member of the Advisory Committee of the Oxford University Centre for Ageing, and she has been a Member of the selection panel for the Williamson Community Leadership Program. Community roles have also included Chairman of Ruyton Girls’ School (Melbourne), and Membership of the Royal Melbourne Institute of Technology (RMIT) Council.
Gabriel Szondy
Gabriel is the Special Advisor of the Centre for Investor Education. Amongst other duties, he is the Chairman of CIE forums.
Gabriel brings to the Company in excess of 25 years’ experience in the taxation profession and superannuation industry. As one of the most highly regarded superannuation consultants in Australia, he is regularly approached for advice from clients and non-clients of the firm, as a speaker at seminars and educational videos, and for comment by journalists.
Gabriel is a regular participant in Association of Superannuation Funds in Australia (ASFA) activities. He is the immediate past Chairman of ASFA’s National Taxation Policy Committee and served as Chairman and Member of its Victorian Executive for over 12 years. Prior to joining CIE, Gabriel was the Head of PricewaterhouseCoopers’ Melbourne-based superannuation tax practice.
Gabriel is also an independent Director of CARE Super, Military Super and Australian Super’s representative Director on the Board of Frontier Investment Consulting.
Stuart Luelf
Stuart is the Head of Research at the Centre for Investor Education. He holds a Bachelor of Commerce with Honours from the University of Melbourne, and is currently studying towards a Chartered Financial Analyst (CFA) certification. His knowledge of finance spans valuation and qualitative/quantitative analysis of equities, fixed income, alternative assets and derivatives. He also has a strong interest in geopolitics and macroeconomics which pervade his own research and global views.
Prior to joining CIE, Stuart held analyst roles across investments and performance analytics at Bank of Ireland Asset Management, where he was responsible for various aspects of managing large institutional mandates. He has also held analyst roles at National Australia Bank and the Commonwealth Bank of Australia.
Stuart is a director of a small charitable foundation, Third Dimension, which aims to provide funding to socially beneficial microfinance projects in third world countries throughout the world.
James Brooks
James moved to Melbourne from Ireland in January 2011 and having gained extensive international experience in the financial services industry, he joined the team here at CIE as our Investment Analyst.
Having graduated with a Bachelor of Science, Honours Finance degree from Cork, Ireland, James was equipped with a substantial skillset including the pricing of derivatives, the financial analysis and valuation of assets and the overall structure of capital markets and international finance.
He has gained invaluable work experience with some of the most recognized global financial institutions, including Bank of Americas Global Wealth and Investment Management division in New York. Subsequently, he worked with both Bank of Ireland and Citigroup.
Most recently, James worked as an equity/investment analyst with AIB Investment Management, where he was responsible for co-managing the Japanese equity portfolio. Regular meetings with company CEO’s and daily involvement in the research and valuation of equities, further reinforced his position as an equity specialist.
James’ background places him in a strong position to contribute significantly to the CIE group. Meanwhile, his desire and determination to continually seek new and improved ways of doing business complements the dynamic structure currently in place.
Gabriela Darley
Gabriela graduated with a Bachelor of Arts degree with Honours in International Business and Economics from the State University of New York College in the USA. Gabriela gained extensive experience in financial markets as an equity analyst at Bloomberg in London and most recently managed a portfolio of hedge fund and wealth management clients such as HSBC, Barings and Jupiter.
While at Bloomberg Gabriela presented at and organized conferences across Europe and Australia spanning a varied array of different topics from Socially Responsible Investments to Islamic Banking. Prior to that she also worked in Private Wealth Services for Merrill Lynch Global Wealth in New York.