The Team
Led by practitioners. Trusted by the industry.
Mark Barry
Over 30 years of experience spanning investment advice, manager research, portfolio design, and building bespoke solutions for institutional investors.
Cassie Berthoux
Nearly 20 years across financial services marketing and distribution, building commercial functions for boutique and global asset managers.
Aaron Boogaard
Co-founder of CORE specialising in investment strategy consulting and applying AI to demystify complex financial products.
Peter Brackett
Over 30 years in financial services, specialising in consulting to asset managers on global asset owner structures.
Liisa Juntunen
Over 30 years bridging investment management and distribution to position products for evolving investor needs.
Kevin Kurian
Founding partner and CEO of CORE, leading ventures across asset management, AI, and emerging-technology investments.
Stephen Oxley
Three decades of expertise at the intersection of global asset management and Middle Eastern institutional capital.
Mohan Rao
Founding partner of CORE specialising in sales, marketing, and narrative development — with deep experience in AI-driven product positioning.
Ravi Rao
Partner and Tech Lead at CORE, combining a data science background with applied AI to drive technical innovation for clients.
Mitesh Sheth FIA MBE
Actuary, investment executive and board-level leader with a track record of building teams and scaling businesses.
Phil Tindall
Over 35 years spanning advisory consulting, delegated decision-making, and investment governance leadership.
Ric van Weelden
Senior asset management executive and strategic advisor with three decades of international leadership across Europe and the US.
Ben Watson
25 years in financial markets dedicated to researching and investing in hedge funds for institutional and UHNW clients.