Our Company

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Jacobi's storyboard technology has its roots in institutional investment management and brings together investment expertise and a market-leading technology platform. Headquartered in San Francisco, the company is led by a team of investment professionals and world-class engineers.

Our Team

With extensive experience running large institutional investment portfolios and a PhD in computational mathematics, Tony's career has been focused on building technology to drive better investment decision-making. Prior to co-founding Jacobi, Tony was the Chief Strategist for Australia-based QIC, where he was responsible for the investment strategy of over $45 billion in client assets.
Tony Mackenzie
Co-founder | CEO
Greg has over 20 years of global experience in software development, working in both the public and private sectors. Greg has deep experience designing software solutions for the world’s largest institutions including Misys and Betfair and a background in data storage and security.
Greg Knox
Co-founder | Chief Architect
Focused on enabling the investment management industry through technology, Tanya has broad experience across business development, technology and investments. Prior to co-founding Jacobi, Tanya held increasingly senior roles at Australia’s largest financial institution, Commonwealth Bank of Australia (including Colonial First State).
Tanya Bartolini
Co-founder | Head of Global Distribution
Rob has over 20 years of investment experience, with expertise in equity portfolio design and construction, equity capital markets research, portfolio modelling & valuation and stakeholder and client management. Before joining Jacobi, Rob was the Head of Equities at QIC and Suncorp.
Rob Wood
Managing Director, Australia
As COO, Kurt is focused on converting Jacobi’s vision and strategy into sustainable growth. Kurt has a strong track record working with tech-driven financial services companies. Prior to Jacobi, Kurt helped launch online brokerage firm optionMonster, which was acquired by private equity firm General Atlantic in 2014.
Kurt Oeler
COO
Daniel is a seasoned investment professional with international experience in portfolio construction, risk management and capital markets assumptions. Before joining Jacobi, Daniel was a Senior Strategist at QIC.
Dan Baxter
Head of Portfolio Design
Charles has over 17 years experience building software and leading development teams for large institutions such as DiUS Computing. As a full-stack​ engineer, Charles knows what it takes to design and build great products, deploy them fast and keep them running. Prior to Jacobi, Charles held senior software engineering roles across a wide range of technologies, languages and industries.
Charles Blaxland
CTO
Ram is an experienced engineering leader adept at building, managing, mentoring and inspiring high performance teams to deliver world-class technology products. Ram has over 20 years of engineering experience, working with everything from technology start-ups to some of the world’s largest tech firms, including IBM, PayPal and Yahoo.
Ram Viswanadha
VP Engineering
With a decade of experience as a client service and relationship manager for JPMorgan’s Corporate Investment bank, Aaron has deep experience working with Institutional Asset Managers and Asset Owners (pensions, endowments and foundations).
Aaron Simon
Head of Business Development
Prior to joining Jacobi, David worked as a Quantitative Strategist at QIC and as a Senior Quantitative Analyst for Stanwell Corporation. During this time, David developed extensive experience in both multi-asset management and the energy sector. At QIC, David was heavily involved in multi-asset risk modelling and portfolio construction, alternative asset research and manager selection.
David Priest
Head of Quantitative Modeling
Ben is a UX/UI designer with a great understanding of visual design, illustration and user interfaces, developed through years of agency and freelance work. Before joining Jacobi, Ben worked for CISCO Systems.
Ben Klein
Product Designer
Michael is an Actuary with deep investments knowledge, consulting experience and technical skills. He uses his previous extensive experience in Business Development, Client Relationship Management and Consulting with global groups such as QIC and Vanguard to build genuine business partnerships with Jacobi clients.
Michael Mewton
Senior Account Executive
Anna has a demonstrated history working in education, FinTech and management. Skilled in entrepreneurship, public speaking, Management, python, and networking, Anna's undertaking an Engineering and Commerce degree from the University of Queensland.
Anna Truffet
Software Engineer
Sam is motivated to tackle difficult problems in the finance industry. He has a dual degree in Electrical Engineering and Mathematics and a range of work experience in the asset management industry.
Sam Machen
Software Engineer
Anna is an experienced global marketing, communications and business development professional in both the asset management and financial technology sectors. Prior to joining Jacobi, Anna worked at Goldman Sachs, CPPIB, Goodman Group and Zuora.
Anna Pienkos
Marketing Director
Leo is an outstanding Electrical Engineering honours undergraduate who thrives on tackling the difficult technical issues. He's a passionate weightlifter who competes at an international level when not exercising his passion for Python coding.
Leo Lark
Software Engineer

Advisors

CEO and Managing Director of Telematica Inc. a technology consulting practice. Rich Miller is an experienced executive in distributed computing and Information and Communication Technologies (ICT), with considerable attention to middleware, utility computing and data governance.
Rich Miller
Dr. Ashby Monk is the Executive and Research Director of the Stanford Global Projects Center. He is also a Senior Research Associate at the University of Oxford and a Senior Advisor to the Chief Investment Officer of the University of California. His current research focus is on the design and governance of institutional investors, with particular specialization on pension and sovereign wealth funds.
Ashby Monk
Doug Hodge with many years experience in running asset management businesses, previously served as CEO of PIMCO, from 2014-2016 and COO from 2009 - 2014. He is now the Managing Member of 7 H / S / Capital, a private investment firm; is a Venture. - Partner at Sway Ventures based in San Francisco; and a Limited Partner - Advisor at Nyca Partners, based in New York.
Douglas Hodge

Location

San Francisco, United States
524 2nd Street
Brisbane, Australia
111 Eagle Street