Wealth Management Executive
Industry Experience: 8 yrs
Since graduating with a Bachelor of Commerce (Finance & Accounting) from the University of Melbourne in 2008, Phoebe has been developing her depth of experience in wealth and asset management. Over this period Phoebe has continued with extensive professional development including completion of the highly structured Morgan Stanley Analyst Training Program in Hong Kong and the Diploma of Financial Services (Financial Planning).
Phoebe began her career at Pitcher Partners in the Investment Services Division where she was responsible for the portfolio administration of High Net Worth clients. In 2011 Phoebe joined Morgan Stanley as an Associate working alongside Marcus Bogdan and Miles Bellman. As a key member of the investment advisory team, Phoebe developed a thorough understanding of financial markets, asset allocation and wealth management whilst maintaining a focus on client service, portfolio management, trading execution and events management.
Phoebe’s responsibilities at Canaccord Genuity Wealth Management are investment operations and assisting the advisory and asset management teams in the administration of key client relationships. Phoebe’s eye for detail and proactive nature are an integral component of the personalised wealth management service we provide.