Head of Asset Allocation
John is responsible for the Balanced Fund, as well as the overall AE SAA process. John joined Australian Ethical in March 2021. John’s primary responsibility is to design and implement investment strategies across the range of multi-asset portfolios at Australian Ethical, including the super investment options.
John has 15 years’ experience in the investment industry in Australia and Hong Kong with previous roles as a portfolio manager of both multi-asset and equities portfolios as well as investment strategist at MLC, CLSA and Macquarie. John joined the investment industry after roles in technology companies, including IBM.
John graduated from The University of New South Wales with a Master of Commerce and Bachelor of Engineering (Honours). He also holds the Chartered Financial Analyst (CFA) designation.