About

Arthur Naoumidis

CEO & Co-Founder

After 20 years as an IT professional with major organizations such as Chase Manhattan Bank, SG Warburg Bank and Andersen Consulting, Arthur spent the next 20 years in the Australian Investment platform world during which he founded the JB Were Premium Service, ASX listed Praemium (ASX:PPS)  and, more recently , ASX listed DomaCom (ASX:DCL) platform businesses.

Arthur is now focusing on bringing SRI investments such as Specialist Disability Accommodation (SDA) to financial advisers and their clients.

Stephen Romic

Chairman and Co-Founder

Stephen has over 30 years of experience in the financial services industry; he leads a team of dedicated investment professionals and is ultimately responsible for the firm’s investment processes. Stephen is recognised in the industry as a thought leader in portfolio management, specifically in the managed account space.  With over 10 years of managed accounts experience, Stephen is a regular participant and speaker at many forums and advisory boards on this topic.

Patricia Chan

Co-Founder

Patricia has over 25 years of Financial Industry experience, having held senior positions in Chartered Accounting and Financial Services firms.  Patricia’s skillset and extensive experience in the managed account space is highly regarded in the industry.  Patricia provides key strategic direction to the business and heads the operational team.  In her role with DFS Portfolio Solutions, Patricia oversees all governance aspects for the business, including platform matters, legal and compliance requirements.

George Krithis

Co-Founder

George has over 27 years experience in the financial services industry. He specialises in wealth accumulation and pre/post retirement planning for individuals. George provides complete portfolio management, with strengths in Australian equities, fixed interest and property, as well as investment planning and strategic advice for high net worth individuals, super funds and corporates.

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