As part of our company’s ongoing expansion, we are very pleased to announce several new staff members who have joined the team.
Firstly, our new Portfolio Manager, David Greenfield, who holds a Bachelor of Commerce degree and has over 19 years’ experience in the financial markets, including London & Zurich. Prior to joining JPS, David was an equity dealer at Challenger Life and Challenger Funds Management, executing in excess of AUD7.5 billion annually in equity trading.
Also joining us on the “Desk” as an assistant portfolio manager, is Jake Cronly, who recently completed his Bachelor Banking and Financial Services with flying colours. This is his second role in the financial services industry.
Adding some weight to our administration dept. is Chris Gutierrez who has over 12 years’ worth of operational experience in the Stockbroking & Wealth Management industry. Most recently this was with Shaw and Partner’s where he was overseeing the day to day operations of their Sydney Portfolio Admin team. Chris specialised in the reconciliation and performance reporting of their MDA, Broking, and SMA client accounts and possesses strong product knowledge and understanding of the Capital Gains Tax implications over a wide range of financial instruments. He joins us an Asset Administration Officer.
I am sure you will join us in welcoming, David, Jake and Chris onboard. We know they will make a great contribution to the service we offer to our clients.
- Malcolm Palmer