Our Australian team represents Neuberger Berman across Australia and New Zealand to a range of institutional and intermediary clients and asset consultants.
Neuberger Berman’s Australia office was established in 2009. Our four member team operates out of Melbourne, and consists of Paul O’Halloran, Lucas Rooney, Angelia Tonkin and Lisa McKay. Our team accompanies portfolio managers, investment strategy and risk professionals from Neuberger Berman’s US, European and Asian offices to conferences, client meetings and onsite visits.
For further information, see Our Investment Capabilities
Office Location: Level 14, 500 Collins Street, Melbourne Vic 3000, Australia.
Nick Hoar, Head of Asia Pacific
+852 3664 8820
Nick Hoar, Managing Director, joined Neuberger Berman in 2005. Nick is Head of Distribution, Marketing and Product Development for the Asia-Pacific region, excluding Japan and Korea. He also serves on the firm's Operating and Distribution committees. Nick assumed the role in 2011, having previously overseen development of the firm’s European and Middle Eastern intermediary distribution business, with additional responsibility for Operations, Fund Administration, Legal and Compliance. Prior to joining the firm, Nick was an executive director at Morgan Stanley and worked as global head of distribution for their short term fixed income business. Nick began his career at Fidelity Investments, where he was responsible for selling offshore mutual funds to high net worth individuals, before moving to J.P. Morgan Investment Management as a coverage officer for the Scandinavian markets. Nick was awarded a BA in International Business Studies from Arizona State University.
Paul O'Halloran, Managing Director
+61 (0)3 9649 0906
Senior Vice President
Paul O'Halloran, Senior Vice President, joined the firm in May 2004. Paul is base in Melbourne, and has worked extensively with trustees and corporate superannuation fund sponsors in relation to investment strategy advice, implementation and manager selection, risk management and liability funding. Prior to joining Neuberger Berman he held senior roles with BT Financial Group, Mercer Investment Consulting and Russell Investment Group. Previous management roles include State Actuary for Mercer and Head of Institutional Sales for BT Financial Group. Paul has over 25 years’ financial service experience, a Bachelor of Applied Science (Mathematics) from Queensland University of Technology, and is a Fellow of the Institute of Actuaries of Australia.
Lucas Rooney, Managing Director
+61 (0)3 9649 0912
Senior Vice President
Lucas Rooney, Senior Vice President, joined the firm in 2010. Lucas is jointly responsible for the firm’s institutional business development activities in Australia. Prior to joining Neuberger Berman Lucas served for 7 years in an Institutional Business Development and Asset Consultant Relations capacity with Colonial First State Global Asset Management; with a focus across hedge funds, developed and emerging markets equities and active extension portfolios. Prior to that Lucas was a member of the Institutional Sales and Client Service team at BT Funds Management, and spent 10 years advising institutional clients with Mercer and Wyatt on investment strategy, portfolio construction, manager selection, and designed and implemented Mercer Australia’s first Investment Education program for Institutional clients. Lucas has a Bachelor of Science (Pure Mathematics and Climatology) from Monash University, and a Diploma in Education from Monash University.
Angelia Tonkin, Associate
+61 (0)3 9649 0909
Angelia Tonkin, Associate joined the firm in April 2012. Angelia is based in Melbourne where she supports the firm’s distribution, marketing and client servicing efforts.
Angelia has thirteen years’ experience in the financial services industry prior to joining Neuberger Berman. She was most recently with Hastings Funds Management, where the focus of her role was client and asset consultant service and relationship management for domestic and international institutional clients. Prior to Hastings, Angelia was an Associate Private Client Equities Advisor with SHAW Stockbroking Limited. She is an accredited derivatives adviser by the Australian Securities Exchange and has the Securities & Derivatives Industry Association (SDIA) Accreditation (PS146 accreditation).
Lisa McKay, Sales Associate
+61 (0)3 9649 0910
Lisa McKay, Australian Sales Associate, joined the firm in August 2010. Lisa is based in Melbourne, where she supports Neuberger Berman’s Australian institutional clients. Prior to joining Neuberger Berman she worked for 11 years in various senior sales support roles for Macquarie Bank, Lisa has over 26 years experience in the financial industry.