Barron's Top 150 Financial Advisers 2024
CFP® Certified Financial Planner
AIF® Accredited Investment Fiduciary
AFSL Responsible Manager
Life Risk Specialist
Certified Professional Development Assessor

Stephen leads the investment strategy and portfolio construction for MGD Private, supporting ultra-high-net-worth families, family offices, and wholesale investors in building resilient portfolios with long-term intent.

With over 30 years’ experience across private wealth, institutional mandates, and asset consulting, he is a trusted adviser to those seeking clarity, structure, and foresight in the management of private capital.

His approach integrates the mechanics of portfolio design with the discipline of governance—chairing Investment Committees, formalising charters, and establishing delegation and liquidity frameworks that align investment decisions with purpose, structure, and legacy.

As Chair of the LDI Connect Asset Management Investment Committee and a close collaborator with global consultants including WTW, Stephen ensures that capital is stewarded with the same integrity as the enterprise itself.