⇐ BACK TO IMPACT INVESTMENT SUMMIT 2023 SPEAKERS
Jonathan brings over 25 years of experience in wealth advisory,
investment management and private client focused roles to the Koda
Capital management team. Prior to Koda, he spent over 6 years at Bank of Melbourne as Head of Bank of Melbourne Private and Head of
Premium Banking & Business Growth. Preceding this, Jonathan spent
12 years at NAB across private wealth and investment management,
including Head of Financial Planning & Advice for the NAB Private
business nationally and Regional Leader for the nabInvest Group Asset Management business.
As part of the Koda Capital executive team, Jonathan leads and manages Koda’s advisory teams across Melbourne, Sydney, Brisbane and Perth.
Jonathan is a passionate and progressive leader of people with a strong track record of building and growing financial services businesses through a genuine focus on growth and the client experience.
Jonathan’s experience has encompassed all aspects of business
management : strategy and business plan development, financial
management and balance sheet management, full P&L accountability,
operational management, governance and compliance frameworks, risk management, sales and distribution models, business development, relationship management, marketing and brand and business ambassadorship.
Outside of Koda, Jonathan is a Non-executive Director of social
enterprise Good Cycles and is a busy father of three Melburnians.