9 years experience
Areas of Speciality: Consumer stocks
Jacob joined Alphinity in 2020 to assist the domestic investment team with stock and sector analysis. His initial focus is on Consumer stocks.
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 a Bachelor Degree in Commerce (Finance and Economics) and a Master Degree in Professional Accounting from the University of Wollongong, and is a CFA charter holder.