Daniel Kelly is the Chief Investment Officer at Viola Private Wealth, bringing over a decade of experience in private and investment banking. A seasoned investment strategist, Daniel has worked with some of Australia’s most affluent families and individuals, providing sophisticated, tailored solutions across multiple asset classes, including equities, fixed income, alternative investments, and derivatives.
His deep understanding of public and private markets, combined with his ability to identify forward-thinking opportunities, ensures that Viola Private Wealth remains at the forefront of investment excellence. As CIO, Daniel leads the firm’s investment strategy, driving innovation and delivering market-leading solutions for clients.
His strategic mindset and global investment acumen reinforce Viola Private Wealth’s position as the premier destination for high-net-worth individuals and top-tier financial advisers. Daniel’s approach aligns seamlessly with Viola Private Wealth’s commitment to bespoke wealth management—ensuring that clients not only preserve their wealth but continue to grow it across generations.
CIO
Andrew Levi is the COO and Founding Partner of Viola Private Wealth, bringing 17 years of industry experience to the firm.
With a strong background in systems, processes and operational efficiency, Andrew plays a crucial role in optimising the firm’s operations to enhance the client experience.
Across his career, Andrew has worked and consulted for a diverse range of Australian Financial Services Licensees (AFSLs) where he honed his expertise in creating and refining efficient systems.
At Viola Private Wealth, he is dedicated to continually improving the firm’s infrastructure to ensure seamless and superior service delivery.
Andrew Levi is the COO and Founding Partner of Viola Private Wealth, bringing 17 years of industry experience to the firm.
Sean Ward is the CEO and Founding Partner of Viola Private Wealth where he leads the firm’s strategic and operational direction.
With over 22 years in the wealth management industry, he is highly regarded for his expertise in risk management and compliance.
Sean’s career spans roles as a financial adviser, project management and Head of Risk & Compliance for major institutions.
At Viola Private Wealth, Sean utilises his strategic foresight with a keen focus on compliance, positioning the firm as the leading choice for Australia’s leading advisers and high-net-worth families and individuals.
Sean Ward is the CEO and Founding Partner of Viola Private Wealth where he leads the firm’s strategic and operational direction.
Charlie Viola is the Executive Chair, Adviser and Founding Partner at Viola Private Wealth, with over 24 years of experience in investment management. He specialises in advising high-net-worth individuals, family offices and institutional investors, as well as managing significant portfolios with a focus on delivering tailored and high-touch services. Prior to founding Viola Private Wealth, Charlie was a Partner and Managing Director at Pitcher Partners Sydney Wealth Management, where he was instrumental in growing the business from less than $50 million in AUM in 2001 to over $3.5 billion by 2022, personally managing over $2 billion in AUM.
At Viola Private Wealth, he ensures clients benefit from exclusive investment opportunities and strategic, long-term wealth planning. His client-centric approach emphasises education and trust, key elements in achieving exceptional outcomes.
Recognised as a leader in the industry, Charlie is consistently ranked on Barron’s Top 100 Australian advisers list. Under Charlie’s leadership, Viola Private Wealth sets the standard for excellence in servicing high-net-worth clients and families.
In addition to his role at Viola Private Wealth, Charlie serves as a Non-Executive Director of the Wests Tigers NRL club, and Autism Awareness Australia (a wonderful NFP charity which looks to better the lives all people living with autism and the families that love them), further demonstrating his leadership and commitment to diverse organisational success.
Charlie Viola is the Executive Chair, Adviser and Founding Partner at Viola Private Wealth, with over 24 years of experience in investment management.
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