Jacob Barnes

Jacob joined Alphinity in 2020 to assist the domestic investment team with stock and sector analysis. Jacob focuses on the Consumer Staples and Consumer Discretionary sectors, as well as domestic portfolio construction and management.

Jacob was previously a Senior Investment Analyst for First State Super for several years in its Direct Equities team, where he contributed to the overall research and portfolio management efforts of its internally managed concentrated industrial equity portfolio. His direct responsibilities there were for Gaming, Insurance, Diversified Financials and Healthcare companies. Prior to First State, Jacob was an Analyst and Portfolio Manager at private wealth manager Bailey Roberts Group where he constructed portfolios of Australian equities for high-net-worth individuals.

Jacob has Bachelor of Commerce (Finance and Economics) and Master of Professional Accounting degrees from the University of Wollongong and is a CFA charter holder.