Our team has strong-lived experience with global investment management and technology firms
Meet our team
Founder & CEO
Josh has over 15 years in quantitative portfolio management & analytics experience.
Previously at MSCI, Josh held senior roles within MSCI’s index business in Australia, and was a senior member of the Barra & Riskmetrics hedge fund analytics business in New York.
Founder of BlackRock Australasia’s model portfolio business, Josh built the business from idea inception to managing over $5Bn AUD in multiple, new to market investment strategies both in Australia & New Zealand.
Josh Persky
Josh.Persky@briefcase.au
Chief Investment Officer
Martyn has over 25 years of institutional investment experience managing quantitative, multi-asset class portfolios both in Australia & London.
Martyn has extensive experience as a financial engineer at one of the largest hedge funds in London.
Since moving to Australia in 1999, Martyn was the CIO for one of Australia’s largest fund managers, implementing an investment program that delivered clients’ first-quartile performance across a range of multi-asset class portfolios.
Martyn Wild
Martyn.Wild@briefcase.au
Chief Technology Officer
Sean Doherty, CTO brings over 20 years of software development experience in financial markets both in Australia & abroad.
Sean’s employment history spans a range of organisations including a fintech start-up, MSCI, Macquarie Group & most recently at Epoch Capital in a variety of roles from hands on software development through to management of global teams.
His extensive technical experience ranges from investment portfolio analytics products, back and middle office systems through to cloud based micro services.
Sean Doherty
Sean.Doherty@briefcase.au
Briefcase direct indexing can be a way for advisors to give clients a strategy that accomplishes their financial goals in the long term, is tax aware, and aligns their investments with personal values and situation.
“My Briefcase Direct Index Portfolio, which excludes major positions I already own, is tracking the index very well. It has also demonstrated lower volatility than the benchmark.”
Family Office
“The Australian equity Direct Index portfolio has been great for my cancer foundation client, upon realising the existing ESG ETF they were invested in held tobacco stocks, we needed to move to a Briefcase solution.”
Independent Advisor
“My existing equity portfolio has underperformed the index by 1.5%p.a. since 2012. My broker also charged me double the fee when compared with Briefcase. If Briefcase had existed in 2012, my portfolio would be $400,000 better off.”
Family Office
“Briefcase portfolios will be a major differentiator for my business.”
Financial Advisor