About Us
Founded by a team of investment professionals and technologists, our vision is to transform multi-asset portfolio design and engagement.
Our Team

Tony Mackenzie
Co-founder

Greg Knox
Co-founder | Chief Architect

Tanya Bartolini
Co-founder | Chief Revenue Officer

Rob Wood
Managing Director, Australia

Kurt Oeler
COO

Elena Anisimova
VP Sales North America

Dan Baxter
Head of Portfolio Design

Charles Blaxland
CTO

Helen Johnson
Investment Engineer

Curtis Evans
Managing Director EMEA

Stuart Reid
Head of Marketing

David Priest
Head of Quantitative Modeling

Serena Martinetti
Test Automation Engineer

Ben Klein
Product Designer

Michael Mewton
Head of Client Solutions

Sam Machen
Investment Engineer

Golzar Rassuoli
Client Success Manager

Leo Lark
Investment Engineer

Siyu Liu
Investment Engineer

Joseph Fischer
Software Engineer

Mussie Fre
Investment Engineer

Xinyu Wang
Software Engineer

Fan Zhang
Software Engineer

Andrew Sizemore
Software Engineer

Simon Ruys
Investment Engineer

Anderson Tang
Software Engineer

Arnold Chui
Software Engineer

Sam Dudley
Investment Engineer

Edward Low
Investment Engineer

Alex Schneider
Investment Engineer

Dominic Lovric
Investment Engineer

Emmanuel Appiah
Software Engineer

Sravan Dommaraju
Infrastructure Engineer

Liz Gartsman
Business Development Manager

Zach Wieder
Business Development Associate
Company History
At Jacobi, we've sat in our clients' seats and managed multi-asset portfolios. We understand that technology needs to be built to fit your investment processes, philosophy and data structures. Our platform is designed to magnify your investment philosophy and processes, leverage your data structures and be accessible from anywhere in the world to enable greater engagement.
Founded in 2014, Jacobi is based in San Francisco with offices in Brisbane, Australia, and London. Our team comprises seasoned professionals from institutions such as Queensland Investment Corporation (QIC), JPMorgan, BlackRock, Colonial First State, and Fidelity International.
Carl Gustav Jacobi
Jacobi was a revered 19th century German mathematician. One of his maxims was: 'Invert, always invert' ('man muss immer umkehren'), expressing his belief that the solution of many hard problems can be clarified by re-expressing them in inverse form. As longtime industry practitioners, we asked ourselves the following question: "How can you build and maintain better multi-asset portfolios by only focusing on historic asset class returns?" To answer this, we created a platform which turns this traditional approach upside down, allowing our clients to build portfolios based on both forward-looking and historical relationships, including their relevant macro-environment assumptions.