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Pengana makes key appointments to Distribution team
Wednesday, 28 March 2018: Pengana Capital Group Limited (ASX: PCG), a diversified funds management group specialising in listed equities, today announced two key appointments to its distribution team.
Broc McCauley, Business Development Manager, and Dan McAleer, Regional Business Development Manager, will service and support dealer groups, researchers, platforms and advisers in Victoria, South Australia, Western Australia and Tasmania.
Mr McCauley and Mr McAleer will both be based in Melbourne.
Mr McCauley joins Pengana from Equity and Super Private Asset Management in Melbourne, where he was an investment adviser responsible for high-net worth clients as well as managing key dealer group relationships. He previously worked in stockbroking and also played professional AFL football with Hawthorn and the Brisbane Lions.
Mr McCauley holds a Bachelor of Commerce (double major) in Finance and Accounting and is a Certified Financial Planner.
Mr McAleer joins Pengana from Lonsec Research, where his most recent role was Strategic Relationship Manager, responsible for client relationship management, distribution, development and marketing of Lonsec Research services to the funds management, wealth management and industry super fund sectors in Australia. Prior to this, he was a Business Development Manager at Lonsec, responsible for the sales of Lonsec iRate to advisers, practices, dealer groups, family offices, brokers and fund managers.
Prior to Lonsec, Mr McAleer worked for Iress as both Product Manager-Savings and Retirement and as Relationship Manager-Superannuation Products. He also worked at Mercer as an Account Manager and Product Manager.
Mr McAleer holds a Diploma of Accounting from Victoria University; a Graduate Diploma of Applied Finance and a Master of Applied Finance.
Damian Crowley, Director of Distribution at Pengana, said: “We’re very pleased to welcome such experienced relationship managers to our Distribution team. With 50 per cent of the investment market across Victoria, South Australia, Western Australia and Tasmania, our new team members will play a significant role in managing these relationships.”
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