Team – Trivesta
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Meet The
Trivesta Team

Meet the Trivesta team – a diverse group of experts dedicated to guiding you through every step of your financial journey.

Craig Robertson

Craig Robertson

CHIEF EXECUTIVE OFFICER

B.Laws (Queensland University of Technology)

Craig is a senior financial markets executive with over 30 years' experience in listed and OTC derivatives clearing and prime services, holding leadership roles at HSBC, Bank of America Merrill Lynch, Macquarie Bank, and Marex Australia. Having spent 18 years in Asia before relocating to Sydney, he has built strong relationships with banks, super funds, asset managers, hedge funds, sovereign wealth funds, and central banks. Known for driving growth and delivering exceptional client service, Craig now looks forward to contributing his expertise to Trivesta Funds.

Johnny Zhong

Johnny Zhong

FUND DIRECTOR

B.Eng (Mech. Design)

Fund Director Johnny Zhong brings a wealth of international experience to Trivesta as our Fund Director. Having started his career at a large listed group in China, Johnny transitioned into leadership roles with Canadian and British companies. His significant contributions include leading business operations in China, where he drove the expansion of listed companies' overseas ventures. Johnny's extensive background in global business management and his hands-on experience with fund operations solidify his role as a key driver of Trivesta's growth and international strategy.

John Schwartz

John Schwartz

COMPLIANCE MANAGER

BEc (The University of Queensland)
MEc (The University of Queensland)
BCom (The University of Queensland)

Compliance Manager John Schwartz is a veteran in the financial services industry, with over 35 years of experience. As Trivesta's Compliance Manager, John specializes in AFSL compliance, bringing a deep understanding of best practices in the Australian financial landscape. His previous roles in senior commercial lending within the Australian banking sector and his long-standing focus on compliance services have equipped him with the expertise to navigate complex regulatory environments. John's leadership in ensuring Trivesta's adherence to regulatory standards is vital to our commitment to transparency and integrity.

Ben Kilmartin

Ben Kilmartin

COMPLIANCE AND RISK MANAGER

MEng (University of Oxford)
CFA (Chartered Financial Analyst)
IIMP (Investment Management Certificate)
MBA (Master of Business Administration)

Compliance and Risk Manager Ben Kilmartin is a seasoned investment professional with over 25 years of global experience. As the Compliance and Risk Manager for Trivesta, Ben has been instrumental in shaping our risk management framework. With a background as the Global Head of Currency Clients in New York, where he managed $100 billion for central banks, pensions, and sovereign wealth funds, Ben's expertise ensures that Trivesta operates with the highest standards of compliance and risk control. His strategic insights and deep industry knowledge make him a pivotal figure in guiding our fund's risk management strategies.

Wenlong Zhu

Ron Zhu

HEAD TRADER

Mr. Zhu, along with his team, has over 20 years of extensive experience in foreign exchange and investment, collectively establishing themselves as seasoned experts with a deep understanding of the principles behind successful trading. Throughout their journey in the financial markets, Mr. Zhu and his team have accumulated invaluable knowledge in both investment strategies and risk control. Since leading their first operating and management team in 2010, they have consistently delivered outstanding performance through their combined expertise and careful risk management.

Panbo Ye

Panbo Ye

INVESTMENT COMMITTEE CHAIR & FUND AMBASSADOR

FCPA (Fellow Certified Practising Accoutnant)
SSA (Smsf Specialised Advisor)
CFP (Certified Financial Planner)
MBA (Master of Business Administration)

Panbo Ye, a Chartered Accountant (CPA), Certified Financial Planner (CFP®), and Self-Managed Superannuation Specialist (SSA®), has nearly two decades of experience advising high-net-worth individuals, professional service income earners, and international investors. Starting as a tax accountant, he built a reputation for technical excellence and practical, client-focused solutions before expanding into financial planning, cross-border structuring, and fund advisory, founding Everglow Prosperity to deliver integrated accounting, wealth, and advisory services. As an independent consultant to Trivesta, he provides specialist advice on taxation, fund structuring, and governance frameworks to ensure efficient, compliant outcomes without conflicts of interest. Alongside this role, Panbo continues to lead Everglow Prosperity and other enterprises, bringing a strategic, independent perspective to the organisations he advises.