PORTSIDE CREDIT PARTNERS - Key Persons


Anthony Baum

Job Titles:
  • Director
CEO of Intralink Wealth Management Group. He has formerly held senior management roles at Credit Suisse, Bankers Trust (UK) and Monterrey Investment Management. Anthony holds a Bachelor of Business in Banking and Finance from Monash University and a Graduate Diploma in Applied Finance and Investments from FINSIA.

John Morrison - Chairman

Job Titles:
  • Chairman
CEO and Principal of investment firm Swilken Capital. Formerly a Managing Director at investment banking and advisory firm Grant Samuel (where he worked for over 25 years). He has previously been a non-executive director of several ASX listed companies, including Chair of one. John holds a Bachelor of Engineering (Hons) from the University of Western Australia and a Master of Business Administration from the University of Melbourne.

Katrina Calder

Job Titles:
  • Senior Manager
Senior Manager at Portside Credit Partners. Formerly worked as a business analyst and project manager in large change management projects at Credit Suisse and Deutsche Bank, London. Katrina holds a Bachelor of Commerce from the University of Melbourne and is a Chartered Accountant (Ernst & Young).

Lisa Penton

Job Titles:
  • Office Manager
Office Manager at Portside Credit Partners. Formerly Senior Executive Assistant to the CEO and Managing Directors at Grant Samuel. Prior to that, Lisa held various EA/PA and Office Manager roles at Meridian International Capital, County NatWest and Credit Suisse Investment Management in London and Sydney.

Marisa Leone - CEO, Managing Director

Job Titles:
  • CEO
  • Managing Director
CEO of Portside Credit Partners and a Principal of investment firm Swilken Capital. Formerly a Director of investment advisory firm MLS Capital, a Director of investment banking and advisory firm Grant Samuel, and a Manager of corporate finance at KPMG. Marisa holds a Bachelor of Business (Economics and Finance) from RMIT University and has completed the company directors course at the Australian Institute of Company Directors.

Mark Serry

Job Titles:
  • Director
Senior Adviser and Partner of Intralink Wealth Management Group. He has over 20 years financial planning experience including roles as Technical and Research manager and Head of Strategic Advice. Mark holds a Bachelor of Economics (First Class Honours) from Monash University and a Graduate Diploma in Applied Finance and Investments from FINSIA. He is a Certified Financial Planner and an accredited specialist in Self-Managed Superannuation.

Ralph Cullen

Job Titles:
  • Investment Manager
Investment Manager at Portside Credit Partners. Ralph is responsible for identifying and assessing investment opportunities and negotiating commercial terms. Formerly a corporate executive, management consultant and advisor with AECOMM, Lend Lease, Pacific Dunlop, KPMG, Coles, David Jones, Shape Australia and Simonds Homes. Ralph has technical and investment experience in most aspects of the property industry. He holds a Bachelor of Engineering from the University of Western Australia and a Master of Business Administration from the University of Melbourne.