We are pleased to welcome our newest team member, Jacob Reed, who joins Sestante as an Investment Analyst with over five years of experience in the financial services industry, spanning investment analysis, portfolio consulting and financial advice.
Jacob has over five years of experience in the financial services industry, spanning investment analysis, portfolio consulting and financial advice. He has experience across a broad range of investment solutions, including ETFs, institutional mandates and multi-asset portfolios, with a focus on risk and return analysis, portfolio attribution and competitive intelligence.
Prior to joining AZ Sestante, Jacob worked at Dimensional Fund Advisors as an Investment Associate, where he supported bespoke product launches and sales campaigns across Australia and New Zealand, and provided portfolio consulting services to institutional and wholesale clients.
Jacob started his career in the financial advice industry as an Associate Adviser at Sterling Planners, where he supported financial advisers in developing client strategies. Jacob holds a Bachelor of Economics from Macquarie University and has passed Level 1 of the Chartered Financial Analyst (CFA) program.