The Team

The Team

David Parr

David Parr has been the Chief Executive Officer of Concise since 2007 and has 20 years experience in the financial services industry.

Prior to Concise, David spent over 5 years as Director of the Sales and Marketing team at UBS Global Asset Management. In this role, David was the Account Manager responsible for all wholesale managed investment sales in Victoria, Western Australia and South Australia. Whilst at UBS David was part of a team that oversaw more than $25 billion in funds under management. David was a member of the Ascent Global Leadership program within UBS. David has a Bachelor of Business (Economics & Finance).

Email: dparr@conciseam.com.au

Andrew King

Andrew King

Andrew King has been a Portfolio Manager for Concise Asset Management since 2007. Andrew has over 21 years experience in financial markets. While establishing Concise, Andrew spent 12 months employed as a Senior Portfolio Manager with Paradice Investment Management.

Prior to this, Andrew spent 6 years as Senior Portfolio Manager at Investors Mutual Ltd, where the Investment Team was awarded Fund Manager of the Year Australian Equities in 2002 & 2003 by Money Management. Andrew was an integral part of the Investment Management Team which grew funds under management from $180 million to in excess of $5 billion. Andrew was also Portfolio Manager for the IML Future Leaders Fund, IML Industrial Share Fund and the Sandhurst Industrial Share Fund from 2003 to 2006.

Email: aking@conciseam.com.au

David Grace

David Grace

David Grace has been a Portfolio Manager for Concise Asset Management since 2007. Prior to this David had over 18 years property industry experience. During this time, David spent 5 and half years at Centro Properties Group specialising in property acquisitions of retail shopping centres and development sites. As National Acquisitions Manager, David led Centro’s Australian and New Zealand acquisition teams.

During this time David developed comprehensive industry knowledge of property investment fundamentals, value drivers and development opportunities. David has a Bachelor of Business (Property), Masters of Applied Finance & Graduate Diploma in Applied Finance.

Email: dgrace@conciseam.com.au

Steven Green

Steven Green

Steven Green, CFA, is an Investment Analyst and joined Concise Asset Management in 2013. Steven has over 10 years financial services experience and assists the Portfolio Managers in fundamental equity research, risk analysis and trading.

Prior to Concise, Steven was an Investment Analyst at Pitcher Partners (~$2bn in funds) for 3 years where he was responsible for analysis of S&P/ASX 200 securities and credit research. Steven also previously worked for Lonsec and Goldman Sachs JBWere. Steven holds a Bachelor’s degree in Business (Economics and Finance) from RMIT University, a Graduate Diploma in Applied Finance and Investment from FINSIA and is a Chartered Financial Analyst.

Email: sgreen@conciseam.com.au