TEAM

About

Charles has significant experience across a broad range of financial services including corporate finance, capital markets, sales trading and FX derivatives. He has advised and led numerous transactions from private opportunities and pre-IPO through to IPOs, secondary market capital raisings and block trades. He maintains strong relationships with both investors and issuers, with client coverage across food & agriculture, resources, technology, medical technology and life sciences. In addition to leading the corporate finance team at Alpine, Charles serves as a non-executive Director for an emerging blood-testing company. He commenced his financial services career at EY.

Qualifications

Bachelor of Commerce (University of Melbourne); ADA 2; RG146 (Equities & FX)

Previously

PAC Partners, Head of Corporate Finance; Baillieu Ltd, now Ord Minnett, Associate Director, Corporate Finance

About

Prior to founding Alpine, James advised on a range of ECM assignments including seed, pre-IPO, IPO and secondary market capital raisings, in addition to buy and sell-side M&A transactions, serving as a Director of Corporate Finance at PAC Partners. He focuses on advising small and mid-cap emerging companies, with a particular focus on the Oil & Gas, Energy, Mining & Industrials, Biotech and Technology sectors.

Qualifications

Bachelor of Law (Honours) & Bachelor of Commerce (Finance); Graduate Diploma of Applied Finance

Previously

PAC Partners, Director, Corporate Finance; Henslow, Associate, Equity Capital Markets

About

Jeremy oversees the introduction and ongoing engagement of clients into our Corporate Finance team. Working with decision-makers and owners of privately owned, mid-market businesses, he strives to understand client needs and strategies, then aligns an approach to optimise outcomes, whether focusing on the short or long-term solution. His goal is to ensure engagements are streamlined, efficient, understandable and, above all, result in positive outcomes aligned to the client's strategy.

Qualifications

Bachelor of Economics

Previously

ATHLIV; HLP Consulting; IAG; Westpac; Wells Fargo; Citibank

About

Tyson is a software engineer and automation specialist with a finance background, combining technology and accounting training with experience across ASX small-cap equity capital markets. He focuses on emerging and growth companies in the resources, technology and biotechnology sectors, covering company research, market analysis and transaction support. Tyson builds systems that cut manual work and reduce costs, turning hours of reporting, reconciliation and analysis into minutes, and brings the same engineering discipline to the research and analysis delivered to clients and investors.

Qualifications

Bachelor of Information Technology (Information Systems); Bachelor of Commerce (Accounting)

Previously

Deloitte (Technology Risk); Freelance AI Engineer

About

Phil is an experienced institutional broker with deep experience servicing a broad range of clients, including high-net-worth individuals and corporations. His role extends to corporate relationships and working closely with corporate advisory teams, and he has managed and executed countless capital raises for small to medium-sized companies, both listed and unlisted.

Qualifications

B.Business/Finance (UTS Sydney); RG146 Certified

Previously

Institutional Sales, PAC Partners; Investorlink; Sales Trader, Martin Place Securities

About

Simon has extensive investment experience, with deep connections into mining and junior explorers as a key focus. These connections extend into his advisory relationships, and he has a wealth of knowledge in providing individualised, strategic investment advice.

Qualifications

B.Economics (UQ); RG 146 Certified; Accredited Derivatives ADA 2

Previously

Wilson HTM, now Canaccord Genuity (Sydney, Brisbane); Capital Group (London)

About

Moishe is an experienced institutional broker having serviced a broad range of clients, including high-net-worth individuals, family offices and corporations. He holds an extensive network of corporate relationships and works to identify and support emerging companies, working closely with corporate finance and advisory teams to deliver capital via the optimum set of investors. He established his career as a Consultant at KPMG, servicing clients across investment banking, global car manufacturing, technology and natural resources.

Qualifications

Bachelor of Accounting & Finance

Previously

Institutional Sales, PAC Partners; KPMG; Antipodes

About

Tom is an institutional sales professional covering a diverse range of clients, including high-net-worth individuals, family offices and corporates. He focuses on emerging and growth companies, fostering strong corporate relationships and supporting them through corporate activities. Tom draws on his connections across high-net-worth investors, family offices and industry networks, and the strong understanding of equity markets and disciplined, analytical approach he developed at Canaccord Genuity, to identify attractive trading opportunities, particularly within the small and micro-cap space.

Qualifications

B.Com/B.Adv Studies (USYD); Passed CFA Level I & Level II Exams; ADA 1; RG146 Certified

Previously

Associate, Canaccord Genuity

About

With over 25 years of experience across global financial markets, Thomas Schoenmaker is Co-Founder, Executive Director, Head of Wealth Management and Chief Investment Officer at Alpine Capital. He has advised clients through multiple market cycles, helping investors preserve and grow wealth through disciplined investment management, strategic asset allocation and a long-term perspective.

Thomas began his career with leading international institutions including Morgan Stanley Dean Witter and Merrill Lynch in London, before returning to Australia to hold senior roles with Macquarie Bank and Wilson HTM. His experience spans private wealth management, global capital markets, direct equities and alternative investment opportunities, providing clients with access to institutional-quality investment thinking and execution.

As Chief Investment Officer of Alpine's Multi-Asset Portfolios since their inception in 2012, Thomas leads investment strategy with a strong focus on macroeconomic analysis, asset allocation and risk management. His investment process is informed by nearly two decades of incorporating research from Longview Economics, one of the world's leading independent macroeconomic research firms, helping to identify opportunities and risks across changing market environments.

In addition to advising a select group of high-net-worth clients, Thomas acts as an investment consultant to a number of Independent Financial Advisers (IFAs), providing guidance on asset allocation, portfolio construction and direct equity strategies. He also maintains deep expertise in small and mid-cap companies, pre-IPO opportunities and early-stage investments, bringing valuable insight into both public and private market opportunities.

Qualifications

Bachelor of Business (Finance & Marketing); RG 146 Certified; Derivatives Accreditation 1

Previously

Morgan Stanley Dean Witter (London); Merrill Lynch (London); Wilson HTM, now Canaccord Genuity (Sydney); Macquarie Bank Private Wealth (Sydney)

About

Malcolm joined Alpine (formerly Wentworth Securities) in 2014 and held the position of Managing Director from 2018 to 2022. With deep knowledge of investment markets, portfolio management and corporate activity, he sits on the Investment Committee of the Multi-Asset Class Portfolios, facilitates corporate activity and is a Director of the business. He is a Founding Partner at Cultiv8 and SparkLabs Cultiv8, specialist global agri-food technology funds, and sits on several small-company boards.

Qualifications

M.Com (Sydney); B.Com (Sydney); ADA 2

Previously

Macquarie Bank Private Wealth; Ord Minnett (including Associate Branch Manager, Sydney); Crescent Capital

About

Provides wealth management advice to high-net-worth investors and family offices. Mark builds tailored investment strategies for clients, delivering solutions across multiple asset classes. He believes capital preservation and appropriate risk-adjusted returns are core to any investment strategy framework.

Qualifications

B.Bus/Fin; Master of Applied Finance (MAppFin); RG 146 Certified; Derivatives ADA 2

Previously

Bell Potter; Ord Minnett; Macquarie Bank Private Wealth

About

Catriona brings extensive wealth management experience gained through years of supporting advisers, managing client portfolios and overseeing client service operations. Working closely with Alpine's investment and advisory team, she has developed a deep understanding of our investment process, portfolio management approach and client service framework.

Her role spans client relationship support, portfolio administration, implementation of adviser recommendations and ongoing client communications. Catriona works closely with Alpine's authorised advisers and investment team to help ensure clients receive a high level of service and support throughout their investment journey.

Combining strong technical knowledge with a client-first approach, she is currently progressing towards a client advisory role while continuing to support clients and advisers across a broad range of wealth management activities.

Qualifications

Bachelor of Business, Agricultural Economics (Hons)

Previously

SparkLabs Cultiv8, Commercialisation Manager (Orange/Sydney); ANZ Bank, Food, Beverage & Agriculture (Sydney); Norland Pastoral Company (Moree)

About

Brings more than 25 years across administration, operations and client service. At Alpine she supports the Wealth Management team with client liaison, account administration and adviser support, and is known for her organisation and attention to detail.

Qualifications

Certificate IV Accounting & Bookkeeping (in progress); Post Graduate Certificate in Human Nutrition (Deakin University); Bachelor of Health Science (Australian Catholic University); Foundations of Human Resources (Australian Human Resources Institute)

Previously

Operations Manager, Cooley Auctions; Operations Manager, Bresic Whitney; Executive Assistant, SRM Residential