Stuart Jackson

Portfolio Manager

I am the Portfolio Manager for The Montgomery [Private] Fund, focused on delivering absolute returns from a portfolio of high-quality Australian and New Zealand businesses.
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ABOUT Stuart

Portfolio Manager

Bachelor of Economics (Honours)
 
Stuart Jackson joined Montgomery as a Senior Analyst in June 2015 and is the Portfolio Manager of The Montgomery [Private] Fund.

Stuart previously spent 19 years in research roles with JP Morgan in Australia and in New York. Stuart was appointed Executive Director at JP Morgan in 2005 and for the past 8 years was Deputy Head of Research. Prior to this he worked as an analyst in the Australian Equities team at Bankers Trust Asset Management for 3 years.

Stuart is a CFA® charterholder and holds a Bachelor of Economics (Honours) majoring in economics and econometrics from the University of Melbourne.


Chairman and Chief Investment Officer
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Chief Executive Officer
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Head of Distribution
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Portfolio Manager and Head of Fundamental Research
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Portfolio Manager
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Portfolio Manager
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Head of Communications
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National Account Manager
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National Account Manager
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National Account Manager
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Head of Operations
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Communications Coordinator
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Account Manager – Private Clients
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Joint Portfolio Manager
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Director, Senior Analyst and Head of Quantitative Research
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David Buckland
Chief Executive Officer
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Toby Roberts
Account Manager – Private Clients
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