Jade brings extensive experience across financial services, including roles in investment analysis, fund operations, and retail banking. Prior to joining AZ Sestante, she worked at Apostle Funds Management co-managing equity portfolios with expertise spanning equity research, financial modelling, and ESG integration across Australian and global markets, and at State Street Australia where she was responsible for custody-related operations.
Jade holds a Bachelor of Commerce from the University of Auckland and a Master of Commerce in Finance and Accounting from the University of New South Wales, has completed a responsible investment course through the PRI Academy, and is currently completing the CFA Program.