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Stephen Romic, B.Bus; M.App Fin Managing Director Stephen has over 30 years of experience in the financial services industry; he leads a team of dedicated investment professionals and is ultimately responsible for the firm’s investment processes. Stephen is recognised in the industry as a thought leader in portfolio management, specifically in the managed account space. With over 10 years of managed accounts experience, Stephen is a regular participant and speaker at many forums and advisory boards on this topic.