As Alvia’s Managing Director and Chief Investment Officer, Josh leads the Investment Team and sets the firm’s investment philosophy. He brings a steady temperament, strong moral compass and genuine client-first mindset – qualities that have served him well across market cycles.

Josh has more than two decades of experience in investment management, shaped by a mix of institutional roles and hands-on leadership. Before founding Alvia, he established the investment arm of Keystone Private. Earlier in his career, he served as Head of Private Clients at Dalton Nicol Reid, and held roles at Macquarie, Goldman Sachs/JBWere and ANZ Private.

In parallel with his investment career, Josh has been involved in several successful ventures in the health and education sectors, giving him a practical understanding of business operations that informs Alvia’s investment approach.

Josh has built an investment team of the highest calibre – a group known not just for their capability, but for their integrity and shared commitment to ‘doing things right’.

He holds a Bachelor of Economics (Finance), a Master of Applied Finance, a Diploma in Financial Services, a Certificate in Value Investing from Columbia University, and has completed the Advanced Management Program at Melbourne Business School.

As Chief Executive Officer, Nathan leads Alvia’s strategic direction and long-term growth, with a focus on building a resilient and client-aligned investment business.

Nathan brings two decades of experience across the investment and wealth management landscape. Before joining Alvia, he was a Director at UBS, where he headed up wholesale asset consultant relationships and managed several national key accounts spanning private banks, family offices and wealth management firms.

Earlier in his career, Nathan worked at Colonial First State (now First Sentier Investors), overseeing distribution of the firm’s investment capabilities. He also represented a range of global investment managers across multiple asset classes, including Acadian Asset Management (Boston), Aspect Capital (London), Generation Investment Management (London), Realindex Investments (Sydney) and Sanlam Global Investment Solutions (Cape Town). Nathan began his career in wealth management at the Commonwealth Bank.

Nathan holds a Bachelor of Business with double majors in Economics and Banking & Finance, an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services, and has been awarded the Certified Investment Management Analyst (CIMA®) designation.

As a Director and Investment Committee member, Eddie leads the management of the operational and financial aspects of the Alvia business.

He has a can-do attitude and dedication to delivering a dynamic business and continuous improvement approach.

Eddie has over 20 years’ experience across financial services and commercial roles, and with valuable experience in a range of C-suite positions across a number of industries. Most recently he has established and run an independent CFO advisory business and partnered with a range of clients to support their business growth in niche markets.

Eddie continues to be an active investor and advisor across property, health and tourism related ventures, where he brings experience and understanding to specific financial and operational challenges and strategies.

As a life-long learner, Eddie has completed a range of studies including a Bachelor of Commerce (Finance) and a Bachelor of Laws (LLB) from The University of Queensland. After graduation Eddie completed the CFA Charter, and has participated in a number of Executive Education courses at both Harvard Business School and the UQ Business School.

Outside of his professional interests, Eddie is active in a number of sports and passionate about coaching and mentoring youth sporting teams, which complete a busy life with his four young children.

David leads Alvia’s Private Capital business (‘APC’) and is a member of the APC Investment Committee. APC focuses on lower mid-market investment opportunities, partnering with established founder and family-led companies demonstrating strong resilience and attractive growth potential.

David has been active in Australian mid-market private equity for 15 years and has successfully led transactions from origination to exit across a range of industries. Prior to joining Alvia, David held investing roles with Next Capital and Catalyst Investment Managers.

David’s experience includes investments in the following companies, of which he was also a non executive director:

Country Care Group (healthcare assistive technology); Noisette (artisanal commercial baked goods); Silver Chef (hospitality equipment leasing), TMX (supply chain consulting); and Global TV (outdoor broadcast equipment).

David has further investing experience in the retail, media services and transportation sectors.

David began his career in investment banking at Macquarie Group and has a Bachelor of Commerce and a Bachelor of Laws from the Australian National University.

As a Portfolio Manager, Chris leads the analysis and portfolio management for Alvia’s Australian, international and listed property equities investments, whilst supporting the analysis of alternatives, fixed income and private investment opportunities.

Chris’ passion for investing started back in early high school, when he made his first share investment from money saved from his part time job.

Chris has over 15 years’ experience working in professional services, corporate and funds management roles in Australia and the United Kingdom. Prior to joining Alvia, Chris worked as an investment analyst at Hyperion Asset Management, a Brisbane-based equities fund manager, covering the research of Australian and international equities.

Chris’ experience across two countries and several roles and industries, most recently in funds management, has assisted in the development of the Alvia Investment Philosophy and portfolio management process.

Chris holds a Bachelor of Commerce (Accounting & Finance) degree from The University of Queensland and a Graduate Diploma of Applied Finance (Corporate Finance/Advisory) from Kaplan Professional. Chris is a CFA Charterholder.

Chris enjoys the fundamental research and valuation of companies, which are core to Alvia’s High Conviction Investment Philosophy.

As a Portfolio Manager, James is focused on finding high quality investments across both listed and unlisted markets whilst ensuring the portfolio composition appropriately reflects the risk taken.

James has a keen interest and passion for private markets and enjoys ‘looking under the hood’ of businesses to truly understand what makes them tick. He believes investments can be found all over.

James has a real care for people and his clients and believes investors should have the opportunity to invest in any asset class, liquidity, or geography/sector and enjoys offering this open-minded approach to investing at Alvia.

James previously worked with Josh for five years as an Investment Analyst, building out the Investment Function at Keystone Private Wealth, which is Alvia today.

James holds a dual degree in Commerce (Finance) and Economics (International Trade and Finance) from the University of Queensland (UQ), a Diploma in Financial Services (RG146) and is an Accredited Derivatives Advisor (ADA1).

As a Senior Investment Analyst, Daniel assists the Portfolio Managers and Chief Investment Officer across all asset classes. Daniel is successful in his role, given his inherent drive to focus on the detail and understand companies at a deeper level, beyond their share price and key metrics.

Daniel has a uniquely blended background, working within start-ups, venture capital firms and listed corporations, and was the Portfolio Manager at a student lead investment fund. Each experience has cultivated his appetite for challenge and delivering results.

Daniel has a relentless passion for making sure things are done the right way and strives to be bold and respectful in his approach.

Having studied the Bachelor of Advanced Finance and Economics (Honours) degree at the University of Queensland, Daniel has a strong financial academic background to complement his ever-growing experience. Daniel is a CFA Charterholder.

As Client Service Manager, Kerilee aims to bring unparalleled support and innovative solutions to Alvia’s clients to improve their investment experience. Kerilee is passionate about process improvement and making a difference through helping others.

Kerilee has 8 years’ experience working in the investment management industry within Australia and South Africa. Prior to joining Alvia, Kerilee was an Investment Operations Supervisor at Channel Capital, where she gained valuable insights into the back and middle-office functions of funds management. In South Africa, Kerilee held positions as an Operations Analyst and Client Service Specialist at PortfolioMetrix, a Discretionary Investment Manager partnering with financial adviser firms.

Kerilee holds a Bachelor of Commerce in Financial Management with distinction from the Independent Institute of Education.

Outside of work, Kerilee enjoys spending time outdoors, whether it be mountain biking, hiking or heading to the beach. She also likes to explore her creative side in baking, art, scrapbooking, and DIY.

As a Research Analyst, Mitch brings a strong foundation in financial analysis and investment research with an enthusiasm for client relationships. He holds a Bachelor of Actuarial Science, earned under an Excellence scholarship, and is a CFA Charterholder, reflecting his commitment to financial analysis and professional development.

Prior to Alvia, Mitch gained valuable experience at Pinnacle Investment Management, contributing to investment solutions, and Youi Insurance, where he honed his risk management skills. His background equips him with a sophisticated understanding of both actuarial and investment sectors, making him a valuable asset in providing insightful research for capital allocation.

Jim is Chair of Alvia’s Investment Committee, where he plays a key role in overseeing investment decisions and supporting the firm’s investment governance processes.

He was previously State Chief Investment Officer and Managing Director of Global Multi-Assets at QIC, where he managed portfolios across a range of asset classes. Prior to QIC, Jim spent 6 years transforming Telstra Super as their Chief Investment Officer.

Jim’s institutional background and independent perspective add meaningful challenge and depth to our investment process.

Matthew is a member of Alvia’s Investment Committee, where he provides independent oversight and regularly engages with the investment team to review and challenge the firm’s investment strategy.

He is the Principal of Millers Point Company, an advisory firm focused on growth and turnaround investments. Matthew was previously a Co-founder of Diversa Ltd, an investment manager and superannuation platform business, and held roles as a venture capital investor at QIC and investment committee member across various venture capital and growth equity funds.

Matthew currently serves as a Director of Infratech Growth Partners, Logicamms Ltd (ASX:LCM), Total Brain Ltd (ASX:TTB), Leaf Resources Ltd (ASX:LER) and Think Mobility.

Harley is a member of Alvia Asset Partner’s Advisory Board and will meet with the team on a regular basis to provide independent challenge and strategic advice.

Harley has over 20 years’ experience in investments and the funds management industry. Harley was the co-founder, director and CEO of Dalton Nicol Reid until 2014, one of Australia’s leading and recognised Australian Equities fund managers. Harley founded investment manager Altor Capital in 2015.