Anthony Serhan, CFA – Member CFA Society Sydney

Anthony Serhan is responsible for the development of research and commentary about investment themes and trends within the Asia-Pacific region, and representing Morningstar’s manager, equity and credit research capabilities. Serhan has more than 25 years of investment and financial services experience in both institutional and retail capacities.

At Morningstar, he previously held the roles of CEO Morningstar Australasia, managing director of Ibbotson Associates Australia, and head of adviser and research. Before joining Morningstar in 2003, he was an associate director at ASSIRT, and before that, headed the investment consulting practice at AMP Consulting. Serhan is also a director and president of the CFA Society Sydney and a director and chair of the Abbotsleigh Foundation investment committee, and was previously a member of the ASFA investment sub-committee for 13 years.

He holds the Chartered Financial Analyst® designation, a graduate diploma in applied finance and investments from Finsia, and a bachelor’s degree in business from the University of Technology, Sydney.

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