Our team

Meet our people

jfindlay

Jonathan Findlay, CFA

B.Econ (Hons), M.Com

Director & Portfolio Manager, Australian Small Caps

Jonathan is a founding Director of Kinetic Investment Partners.

Jonathan began his career in investment management in 1994. Before establishing Kinetic, he worked as Senior Portfolio Manager at HSBC Asset Management and previously was a Portfolio Manager of Glebe Asset Management on their Small Cap fund.

From 1999 to 2001, Jonathan held senior roles as a portfolio manager in domestic equities and Japanese equities at National Australia Asset Management. He was also an investment strategist and financial consultant with Merrill Lynch in Australia.

rsharpRichard Sharp

M.Econ (Hons), F Fin

Director & Portfolio Manager, Australian Small Caps

Richard is a founding Director of Kinetic Investment Partners.

Richard began his career in investment management in 1986. Before establishing Kinetic, Richard managed the Small Companies Fund as well as holding large cap research responsibilities across a range of sectors for HSBC Australia Asset Management Ltd.

Richard has also held positions in the UK with Norwich Union as an economist, and subsequently in Australia with Norwich Investment Management as an industrial equity analyst.

 

mskocicMark Skocic

B.Bus., ACA, DipFin (SIA), MBA

Portfolio Manager, Australian Small Caps

Mark joined Kinetic in October 2015 in the role of Portfolio Manager.

Mark began his career in investment management in 1997, working for HSBC James Capel. Before joining Kinetic, Mark gained broad equities experience as a Research Analyst (covering Consumer, Financials & Small Cap Sectors), worked as an Equity Strategist for five years and a Portfolio Manager for seven years.  Across his various roles as a research analyst and strategist Mark consistently achieved top rankings in key client surveys including three separate years as number 2 rated analyst in the Greenwich Survey, while as a Portfolio Manager (at Morgan Stanley Investment Management) the fund he co-managed consistently generated top quartile returns and in 2008 was the top performing fund in the Mercer Survey.

Prior to his investment career Mark worked at KPMG where he specialised in Banking & Finance clients and gained tow-year’s experience working in the receivership following the 1991 recession.

Outside of work Mark ferries his four children between sports and craves for the next Essendon premiership.

 

Jack Cronan, CFA

B.Com., CA

Investment Analyst

Jack joined Kinetic in September 2016 in the role of Investment Analyst and Dealer.

Before joining Kinetic, Jack spent 2 years with Australian Unity Investments as a Portfolio Analyst focussed on the Diversified Property Fund, Retail Property Fund and four mortgage funds.

Prior to Australian Unity Investments Jack spent time as a Product Control Analyst with Barclays Capital in the London, an Assistant Manager, Assurance and Advisory with KPMG and began his career in 2005 as a Finance Intern with Rio Tinto.

 

Sonya Webb

Cert Fin (SIA), B.Bus., Grad Dip Law

Relationship Manager

Sonya joined Kinetic in October 2015 in the role of Sales & Relationship Manager.  Sonya began her career in Financial Services in 1990.  Before joining Kinetic Sonya spent 3 years with Colonial First State Custom Solutions managing the Product Services Team and the Private Label clients.

Prior to this Sonya held senior roles with Invesco Australia, The Ethical Investment Trust, ING Australia, Mercantile Mutual and Norwich Investment Management focussing on product development & management, institutional & retail client service along with account management and business development.