Mason Stevens appoints Chief Investment Officer and Chief Financial Officer

4 April 2022

Mason Stevens has appointed Jacqueline Fernley as Chief Investment Officer (CIO) to their growing business.

As Mason Stevens Chief Investment Officer (CIO), Fernley will lead the firm’s asset management specialists, and play a crucial role in helping advisers and managers develop models, and facilitate unique platform investment opportunities such as IPO’s, capital raises and bond issuances.

Considered one of the most well-regarded investment professionals in the Australian market, Fernley has deep, proven experience across multiple asset classes, capital allocation, governance, and investment strategy. Her previous experience includes roles as Head of Equities at JB Were, Australian Equity Portfolio Manager at CFS, Head of Research at Wilson HTM, and Portfolio Manager and Head of Research at Magellan.

Mason Stevens CEO, Tim Yule said “as a ‘Platform with a Purpose’ Jacqueline’s skills and background will support us in assisting our model managers in making quality portfolio decisions with discipline and rigour. She is an experienced ‘hands on’ portfolio manager and has a proven track record of delivering top quartile returns.”

The appointment follows another key hire for the firm, with Wayne Twomey recently joining as Chief Financial Officer (CFO). Wayne is a highly experienced finance professional, having held a range of senior finance roles over his career including CFO at Mastercard for Australia and New Zealand, CFO of PWC Australia, and a decade in the United States in various senior finance roles for American Express.

Yule added, “Wayne brings experience, knowledge, and discipline, that will be critical to this important phase of development and growth for the business. We are delighted to have talents of the highest calibre like Wayne & Jacqueline join our organisation.”

2022 is shaping be a big year for Mason Stevens, having been recognised by Investment Trends as the most improved investment platform for the third year running, reinforcing their innovative approach and accelerating plans for growth.

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