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Implemented Portfolios grows managed accounts team

Implemented Portfolios grows managed accounts team

Reporter
— 1 minute read

Implemented Portfolios has appointed a former Mason Stevens SMA manager to assistant portfolio manager, as well as hiring a new corporate BDM.

Emery Wong makes the move from Mason Stevens after nearly two years, where he was a separately managed accounts (SMA) manager, and before that held positions at tech2home and JP Morgan.

Implemented Portfolios chairman Greg Kirk welcomed the new appointments and said Mr Wong “brings with him invaluable managed accounts experience and a strong investment and service ethic”.

Natasha Daniels will also join the company as a business manager of corporate development.

Commenting on her appointment, founder and chief executive Santi Burridge said, “Natasha will be based in Perth and brings with her compelling local experience from her prior roles including at Perpetual, Westpac and Lawrence Wealth in Western Australia.

“The Perth area is one of our fastest growing regions, so it made sense to open up a local presence to service our expanding support base.”

 

Implemented Portfolios grows managed accounts team
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