Meet our team

Nino is the Chief Executive Officer of Aequitas Investment Partners, bringing over 27 years of experience in the Financial Services industry. He has held prominent national roles in Distribution and Marketing with Colonial First State Investments and senior leadership positions with Commonwealth Private, the private banking division of the Commonwealth Bank of Australia (CBA).

At Commonwealth Private, Nino served as General Manager – Investment and Advisory Services, overseeing the end-to-end delivery of Financial Advice and Investment Management services. He also acted as the Responsible Manager for Commonwealth Private Limited’s AFSL and was a member of both the Commonwealth Private and CommSec Investment Committees.

As CEO of Aequitas Investment Partners, Nino sets the strategic direction of the company, leads the development and execution of business strategies, manages financial performance, and fosters a positive and client-focused organisational culture.

Nino’s extensive expertise and leadership are instrumental in driving growth and success for Aequitas and its clients, ensuring exceptional service and outcomes across all areas of the business.

Elisabeth is an experienced and respected leader in operational innovation and risk management, with over 19 years of experience in financial services. She has a proven track record of implementing solutions with AFSLs, Advisers and Private Clients.

Elisabeth has worked in various national positions in strategy and operations, focusing on operational effectiveness, product development, risk and compliance with Commonwealth Private and CommSec.

As Chief Operating Officer, Elisabeth is accountable to the Board of Aequitas Investment Partners and oversees the entire process of building, testing and reporting on operational performance, governance, and continuous improvement.

Rowan originally trained as an engineer specialising in computer simulations of physical and chemical processes. After completing a PhD at the University of Cambridge, UK, Rowan returned to Australia and joined Platinum Asset Management as a quantitative analyst before moving to Alliance Bernstein where he was responsible for quantitative research for their Australia Value Fund.

At Commonwealth Private, as the head of the investment research team, Rowan was responsible for investment research across all asset classes and investment types and the management of a range of multi-asset and direct equity portfolios.

Rowan has also worked as Director of Quantitative Financial Solutions at Deloitte.

From 2020 at Aequitas, Rowan is responsible for macro-economic analysis and dynamic asset allocation processes across a range of reliable multi-asset and direct equity portfolios with Co-Chief Investment Officer David Berthon-Jones.

David studied Commerce, majoring in Economics at Curtin University, WA, before joining AMP Capital Investors in 2006 working with the small-cap Australian equities, quant, multi-asset, enhanced index and ISET teams. David gained his CFA Charter in 2010 and was promoted to portfolio manager for the $2.2bn large-cap Australian equity portfolio.

In 2012 David joined CBA Private, responsible for formulating the ‘House Views’, investment strategy and portfolio management for ~$5bn in Funds under Advice alongside Dr Rowan Stewart.

From 2020 at Aequitas, David is responsible for macro-economic analysis and dynamic asset allocation processes across a range of reliable multi-asset and direct equity portfolios with Co-Chief Investment Officer Dr Rowan Stewart.

Mark brings over 25 years of investment experience to his role as Head of Distribution and Client Services at Aequitas Investment Partners. He is dedicated to identifying tailored solutions that align with clients’ needs and delivering exceptional service.

Throughout his career, Mark has held senior roles at prominent financial institutions, including Westpac/St. George, Commonwealth Private, Deutsche Bank, Colonial First State Global Asset Management, and Macquarie Group. With extensive experience working with Private Clients, Advisers, and Institutional Investors, Mark has consistently focused on client advocacy, quality assurance, and delivering appropriate investment advice.

As National Head of Distribution and Client Services, Mark oversees new and existing relationships with financial advisers to ensure efficient delivery of products and services aligned with client expectations. He develops and implements strategies to enhance client satisfaction, monitors service standards to address inquiries effectively, and leverages client feedback to drive continuous improvement. Mark also maintains strong relationships with key clients, stakeholders, and partners, serving as the primary contact for major accounts to ensure their needs are consistently met.