About Us

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

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

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

Focused on enabling better human engagement, Elena has extensive global experience building and executing relationship driven initiatives in financial services. Prior to Jacobi, Elena led digital transformation & innovation efforts across consumer, corporate, and institutional divisions at Citi; awarded Citi Leaders in Excellence and recognized as a Progress Maker for her work.

Elena Anisimova

VP Sales North America

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

Prior to joining Jacobi, Helen worked as a Manager of Data Science within the Investments team at QSuper, where her role was applying an Asset Liability Management approach to setting investment strategies for members.  Helen has a PhD in Statistics and has held both academic and statistical consulting roles throughout Australia.

Helen Johnson

Investment Engineer

Curtis joined Jacobi in 2019 and was previously Head of Investment Directors, Fixed Income Europe at Fidelity International. He has 18 years of industry experience in fixed income and asset allocation, applied across portfolio design, portfolio management and client engagement. He has also held positions at Pioneer Investments (now Amundi), TD Securities and Queensland Treasury Corporation.

Curtis Evans

Managing Director EMEA

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

Stuart is a seasoned financial services marketer with extensive experience across some of Australia’s largest wealth management businesses including BT and Colonial First State. Stuart holds a Bachelor of Commerce (Marketing) and a Masters in Applied Finance.

Stuart Reid

Head of Marketing

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

Head of Client Solutions

Peter has held multiple relationship management roles with Institutional and Private Wealth investors. Prior to joining Jacobi, he was a relationship manager within BlackRock's Institutional Client Business Group, focusing on family offices, foundations and endowments.

Peter Clancey

Account Executive

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

Leo is an 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

Graduated in Computer Engineering at Politecnico di Milano, she holds several years experience in testing on different private sectors in Italy.She also knows and applies with passion all the good practices to manage the testing in Agile Software Development and Continuous Integration.Beside her profession, Serena also loves drone piloting and surfing.

Serena Martinetti

Test Automation Engineer

Siyu is a Software Engineering graduate fluent in Python, Java and Mandarin with a strong research background having worked for University of Queensland and CSIRO. Her interests are as diverse as robotics and photography and has an interest in promoting more women to pursue careers in software.

Siyu Liu

Software Engineer

Joseph is a Commerce and Software Engineering graduate with a passion for web development. Joe brings a range of experience to Jacobi including a keen interest in Artificial Intelligence and Machine Learning.

Joseph Fischer

Software Engineer

Peter is a self taught DevOps/Site Reliability Engineer with a background in Computer Science. He has been automating infrastructure with a lot of different tools since before the term DevOps existed. He has worked in a range of different businesses. He is an advocate of open source software with contributions in many projects.

Peter Brown

Infrastructure Engineer

Chris joined Jacobi in 2019 having previously worked at Fidelity International and Sarasin & Partners in the UK. His experience across asset classes within product functions means he has encountered many of the pain points we aim to solve for our clients. Chris has a deep understanding of the institutional and retail markets in EMEA and is working to build out Jacobi’s presence in this region.

Chris Barnett

Account Executive

Mussie is a finance and software development major with a keen interest in the financial markets and the role that technology plays within it. Mussie enjoys completing challenging algorithmic problems and some of his other interests include soccer and Formula One.

Mussie Fre

Software Engineer

Nic is passionate about exploring the role programming and mathematics have to play in the asset-management industry. He holds a Bachelor of Mathematics and a Masters of Data Science, with strong interests in everything from statistics and machine learning, to rowing and rock-climbing.

Nic Thompson

Investment engineer

Xinyu is an IT graduate major in software design skilled with Java, JavaScript, and Python. She is passionate about web development and solving algorithmic problems. And some of her other interests are graphic design and watercolor painting.

Xinyu Wang

Software Engineer

Fan is an Information Technology graduate with a keen interest in web development and information systems. She is driven to deliver efficient and innovative software solutions with her technical skills.

Fan Zhang

Software Engineer

Andrew has a Bachelor’s Degree in Economics. He is interested in solving complex market problems using software solutions. He is passionate about rowing, reading and chess.

Andrew Sizemore

Software Engineer

Simon has a keen interest in modelling financial markets which he explored throughout his masters in financial mathematics. With a passion for problem solving, he loves to solve brain teasers with Python and play board games.

Simon Ruys

Investment Engineer

Anderson is a software engineer graduating from Queensland University of Technology with a Bachelor's Degree of Information Technology and Major in Computer Science. Has a passion for solving complex problems, as well as providing useful software solutions.

Anderson Tang

Software Engineer

Arnold joined Jacobi in 2021 and is a software engineer in the UK team. Having graduated with a BA in Mathematics from the University of Cambridge and a MEng in Computer Science from University College London, Arnold's previous experience includes working at Amazon on the Alexa programme.

Arnold Chui

Software Engineer

Sam comes from a background in computational neuroscience, mathematics, and physics, and is passionate about finding interdisciplinary solutions to problems within the finance industry. Outside of work, you'll be able to find Sam climbing any of the mountains around Brisbane, or enjoying a game of soccer.

Sam Dudley

Software Engineer

Edward joined Jacobi in 2021 in the UK team. He has graduated from the University of Southampton with BSc Mathematics with Finance. He enjoys playing the piano and violin, and Formula One.

Edward Low

Software Engineer

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.

Location

San Francisco, United States

Brisbane, Australia

London, United Kingdom

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