Stephen Li
Portfolio Analyst, CFA
Stephen is the Portfolio Analyst for Mulpha Funds Management and is responsible for investment and portfolio analysis.
Stephen brings to Mulpha Funds Management a strong finance and accounting background in the financial services industry. Immediately prior to joining Mulpha Funds Management, Stephen spent 5 years at Bentleys, an international network of accountants and business advisors with expertise in audit and assurance, business advisory, financial planning, superannuation and advice, trusts and estates and taxation.
After gaining exposure to various divisions within Bentleys, Stephen became a Self-Managed Super Fund specialist. That role involved assisting high net worth clients with their superannuation fund structures and portfolios in a wide range of asset classes, including equities, managed funds, bonds, derivatives, and real estate. He has broad experience in and a solid understanding of the financial markets and investment vehicles, investment analysis and portfolio construction.
Stephen holds a Master of Business in Finance, a Bachelor of Business Administration in Accounting, and a Bachelor of Finance in Economics. Stephen is a CFA® charterholder and also a member of FINSIA. He is fluent in Mandarin and English.