Marshall Stephen

About

Marshall Stephen, Founding Partner of Klumi Ventures, is a seasoned executive with over 25 years of experience in asset management, wealth services, and financial technology. He has played a pivotal role in launching and scaling leading investment firms while successfully managing multi-billion-dollar financial platforms. Marshall is the former Asia Pacific CEO of FNZ Group, a global wealth management platform with $1.5 trillion in AUA, serving 650+ financial institutions and 12,000 wealth managers. Prior to that, he was the CIO of MLC, Australia's largest Wealth and Insurance Group, where he managed $86 billion in assets. Additionally, Marshall was the co-sponsor of NABTrade, the online investment platform for National Australia Bank (NAB), one of Australia’s top four banks.

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