The management team
Connie McKeage
Group CEO
Connie McKeage is the dynamic leader of OneVue Limited (formerly Pentafin and Direct Portfolio Services Limited). She is responsible for overseeing the strategic direction of the company and delivering sustainable growth for the OneVue group.
As a senior executive at companies such as Bankers Trust Australia, Rothschild Australia Asset Management and Perpetual Funds Management, she gained in-depth industry knowledge and first-hand experience managing large projects and has an enviable track record of managing teams that 'deliver'.
Her achievements include the establishment of E*TRADE Australia (Acting CEO), Westpac Broking, Perpetual Funds Management (Deputy CEO) and New River Technologies where she gained global IT, operational and business experience. She also has received the Centenary Medal for Business Leadership.
In addition to her work in Australia, Connie's career has encompassed roles in Asia, Canada, the US and Europe.
Chris Sperber
CEO Australia
Chris has over 20 years of experience in the financial services industry in Australia and the U.K, both in key operations management, product development and sales and relationship management roles. This included roles as Head of Investment Operations at County NatWest Australia Investment Management, Head of Operations and Key Accounts for the BT Wrap Service and Regional Vice President for Asia Pacific for J.P. Morgan's Asset Manager Solutions Group.
As CEO Australia, Chris is responsible for managing sales, client relationships and marketing for OneVue.
Kelly Jay Michael Tallas
CEO Hong Kong
Mr. Tallas co-founded WealthCraft and has served as President, Chief Executive Officer and Chairman of the Board of WealthCraft since August 2003.
From April 2000 until July 2003, Mr. Tallas was head of information technology at Morningstar Asia, a provider of mutual fund research and ratings. He led a team building Morningstar Asia's business and technical infrastructure in Greater China, and pioneered the development of one of Asia's first financial XML web services-based product suite.
Mr. Tallas has over fourteen years experience in financial information technology and Asian business expertise. Prior to joining Morningstar Asia, Mr. Tallas had 10 years of experience as an entrepreneur. He co-founded InterconX Communications, which provided consulting services to a broad range of customers including HSBC Bank Canada where he managed the nationwide systems consolidation and implementation at HSBC Securities. Mr. Tallas holds a Bachelor of Commerce degree from the University of Calgary and is fluent in Mandarin Chinese.
James Thorpe
Head of Global Architecture
James joined our team in May 2007, bringing over 10 years of senior IT experience in the funds management industry. James was previously the Head of IT at Queensland Investment Corporation, and prior to that, Head of Architecture at Perpetual Trustees and National Development Manager for Coopers & Lybrand Share Registry Services. During this time James gained strong experience in developing and implementing IT solutions to support business priorities. James also gained extensive product development experience as the Product and Technical Support Manager at Borland.
As Head of Global Architecture and Australian Infrastructure, James is responsible for the technical architecture and implementation of OneVue's product development - including our innovative OneVue Workflow.
Jeff Deverich
Head of Business Services
Jeff Deverich has 30 years experience in financial services, 20 years in line management and 10 years consulting in wealth management, financial planning, stock broking, insurance and custody. He has detailed knowledge and understanding of end-to-end processes, particularly administration, compliance and customer service. An experienced Project Manager, Jeff's expertise includes business process re-engineering and business analysis.
Jeff spent 13 years with Rothschild Australia Asset Management Limited as Associate Director Operations & Customer Service. As a consultant he helped a financial planner develop systems, compliance and licensing for a $120m IMA, project managed a number of projects including the launch of E*TRADE Australia and Westpac Broking, managed the integration of Cogent into BNP Securities and provided re-engineering services to Westpac Life, ING Australian Administration Services and Westpac Financial Services.
As Head of Business Services Jeff is responsible for key strategic and operational initiatives across the company.
Stephen Karrasch
Head of Sales
Stephen has over 22 years of financial services experience in stockbroking, funds management, IMA/SMA development and consumer banking.
Before joining OneVue, Stephen served as Director and head of sales and marketing for consumer finance at Macquarie Bank. Prior to joining Macquarie Bank in 2006, Stephen worked for 12 years at Rothschild Australia Asset Management as Head of Retail Distribution. He has also held senior positions in stockbroking and wealth management with Eric J Morgan & Co and AC Goode & Co.
As Head of Sales, Stephen is responsible for the client acquisition and business development of OneVue's Unified Managed Account and the OneVue Managed Accounts.
Brett Marsh
Head of Sales
Brett is responsible for driving our managed accounts strategy. He commenced his career at AMP as a Finance Manager working in Marketing and Product and then moved into IFA commenced his career at AMP as a Finance Manager distribution. He moved to St. George Bank as the Financial Controller for Foundation Customers and Solutions before heading up Strategic Advantage in 2006.
Brett has spent the past 14 years in financial services building industry knowledge across a range of businesses including Hillross and IFA business within AMP. Brett's product knowledge covers financial planning, investment products, retail banking products, commercial lending and self managed funds. Brett has in-depth knowledge of the managed funds industry in Australia including research into the managed accounts market.
Brett is a Foundation member of the Institute of Managed Accounts Providers. He has a Bachelor of Accounting, is a qualified CPA and has a Diploma of Financial Planning.
Learn more about OneVue's Board of Directors.
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