Steven co-founded Harbour Management and brings over 25 years of experience in financial services. He holds a Bachelor of Commerce from the University of Sydney and is a Certified Financial Planner (CFP).

Earlier in his career, he held advisory and leadership roles at Ord Minnett and Merrill Lynch. While specializing in strategic leadership and client relationship management, Steven also continues to focus on fixed income products, ensuring clients receive a personalized and well-rounded investment experience.

Rachel heads HR initiatives focusing on talent and culture. She earned a Bachelor of Psychology from the University of Queensland and a Master’s in Human Resource Management from Macquarie University. Before Harbour, she held senior HR roles at Westpac and a global consulting firm, with a strong focus on building inclusive and high-performing teams.

Liam leads the accounting team at Harbour Management. He studied Accounting at the University of New South Wales and is a qualified Chartered Accountant. Prior to Harbour, he worked in financial reporting roles at KPMG and later at a mid-sized asset management firm, where he oversaw audit coordination and financial compliance. He is responsible for managing financial reporting, compliance, and internal controls.

Ethan brings over 20 years of experience in investment management with a strong focus on US markets and global portfolio diversification. He holds a Bachelor of Finance from the University of Pennsylvania and is a Chartered Financial Analyst (CFA). Before relocating to Sydney, Ethan worked as a senior advisor at J.P. Morgan and a private investment firm in New York, guiding clients through complex global portfolios.

Kyreesha shapes Harbour’s approach to ethical investing, drawing on deep expertise in private wealth and sustainable markets. She holds a Bachelor of Commerce (Finance) from the University of Melbourne. Prior to joining Harbour, Kyreesha was a senior advisor at Tinergy Group in Singapore, leading renewable energy investments across the Asia-Pacific. She also held a strategic advisory role at YZ Consulting in Australia, focusing on sustainable infrastructure and green hydrogen initiatives. Kyreesha brings a forward-thinking mindset to long-term, impact-driven investment solutions.

Clayton leads the development of Harbour’s fixed-income solutions, with an emphasis on capital security and reliable returns. He holds a Bachelor of Commerce (Finance) from the University of Sydney and is a Certified Financial Planner (CFP). Prior to joining Harbour, Clayton worked at Morgan Stanley Wealth Management, where he specialised in income-focused portfolio strategies for private clients. Clayton brings a disciplined, client-first approach to building secure investment solutions.

Steven co-founded Harbour Management and brings over 25 years of experience in financial services. He holds a Bachelor of Commerce from the University of Sydney and is a Certified Financial Planner (CFP).

Earlier in his career, he held advisory and leadership roles at Ord Minnett and Merrill Lynch. While specializing in strategic leadership and client relationship management, Steven also continues to focus on fixed income products, ensuring clients receive a personalized and well-rounded investment experience.

Vikram leads Harbour Management’s compliance team, ensuring full regulatory adherence and protecting client interests. He holds a Bachelor of Business (Accounting) from RMIT University and a Diploma of Financial Planning. Prior to joining Harbour, he worked in compliance roles at ANZ and AMP, bringing over 15 years of experience in financial regulation and internal controls.

Rachel heads HR initiatives focusing on talent and culture. She earned a Bachelor of Psychology from the University of Queensland and a Master’s in Human Resource Management from Macquarie University. Before Harbour, she held senior HR roles at Westpac and a global consulting firm, with a strong focus on building inclusive and high-performing teams.

Emily leads day-to-day operations with a strong background in business administration. She holds a Diploma in Business Management from TAFE NSW. Before joining Harbour Management, she managed administrative functions at a boutique financial advisory firm and supported operations across compliance and client service teams.

Liam leads the accounting team at Harbour Management. He studied Accounting at the University of New South Wales and is a qualified Chartered Accountant. Prior to Harbour, he worked in financial reporting roles at KPMG and later at a mid-sized asset management firm, where he oversaw audit coordination and financial compliance. He is responsible for managing financial reporting, compliance, and internal controls.

Michael develops Harbour’s investment strategies with a focus on risk management. He holds an MBA from London Business School and is a Chartered Financial Analyst (CFA). Originally from the UK, Michael previously worked in strategy and portfolio construction roles at HSBC and a London-based hedge fund before relocating to Sydney.

Ethan brings over 20 years of experience in investment management with a strong focus on US markets and global portfolio diversification. He holds a Bachelor of Finance from the University of Pennsylvania and is a Chartered Financial Analyst (CFA). Before relocating to Sydney, Ethan worked as a senior advisor at J.P. Morgan and a private investment firm in New York, guiding clients through complex global portfolios.

Richard brings over 15 years of expertise in global investments and market analysis. He holds a Bachelor of Economics from the London School of Economics and is a Chartered Financial Analyst (CFA). Before joining Harbour, he served as a portfolio advisor at Barclays Wealth and later at a private wealth firm in London. Now based in the UK, he provides clients with tailored advice on international markets, helping to align global opportunities with their financial goals.

Kyreesha shapes Harbour’s approach to ethical investing, drawing on deep expertise in private wealth and sustainable markets. She holds a Bachelor of Commerce (Finance) from the University of Melbourne. Prior to joining Harbour, Kyreesha was a senior advisor at Tinergy Group in Singapore, leading renewable energy investments across the Asia-Pacific. She also held a strategic advisory role at YZ Consulting in Australia, focusing on sustainable infrastructure and green hydrogen initiatives. Kyreesha brings a forward-thinking mindset to long-term, impact-driven investment solutions.

Kim supports Harbour’s clients with deep experience in equity markets and portfolio strategy. He holds a Bachelor of Commerce (Finance) from the University of New South Wales (UNSW) and is a Certified Financial Planner (CFP). Before joining Harbour, Kim advised on Australian and global equities at Bell Potter Securities, helping clients build long-term, diversified portfolios. He helps investors navigate the shift toward secure, income-focused fixed-income solutions.

Clayton leads the development of Harbour’s fixed-income solutions, with an emphasis on capital security and reliable returns. He holds a Bachelor of Commerce (Finance) from the University of Sydney and is a Certified Financial Planner (CFP). Prior to joining Harbour, Clayton worked at Morgan Stanley Wealth Management, where he specialised in income-focused portfolio strategies for private clients. Clayton brings a disciplined, client-first approach to building secure investment solutions.

Daniel supports Harbour’s advisory team with hands-on experience in fixed-income and client portfolio solutions. He holds a Bachelor of Commerce (Finance) from the University of Sydney and is a Certified Financial Planner (CFP). Before joining Harbour, Daniel worked at AMP Capital, assisting senior advisors in developing income-focused strategies for a broad client base. He brings a practical, client-first mindset to delivering clear and secure investment outcomes.