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Jodie is the CEO of Fitzpatricks Group and a Director of Atrium Investment Management. A passionate advocate for the transformative power of financial advice, Jodie has over 20 years’ experience in the industry, with focus on strategy and operational excellence. Jodie joined the Group from AUB group, an ASX 200 insurance broker, where she was Chief Financial Officer (CFO). Before AUB, she was CFO of The Trust Company. Jodie is a Chartered Accountant, a Fellow of the Financial Services Institute of Australasia (FINSIA) and a graduate of the Australian Institute of Company Directors.
Tony Edwards is the Chief Investment Officer and an Executive Director of Atrium Investment Management. Tony joined Atrium in 2012 and has over 20 years’ experience in financial markets. Prior to joining Atrium, Tony spent over six years at Queensland Investment Corporation (QIC), where he was a Senior Portfolio Manager with responsibility for the Core Australian Equities Fund and the Concentrated Australian Large Caps Fund during his tenure. Tony’s experience prior to this includes domestic and international equity research roles covering a diverse range of industries with Colonial First State Global Asset Management, BT Funds Management and Merrill Lynch.
Simon is the Chief Operating Officer and an Executive Director of Atrium Investment Management. Prior to joining Atrium, Simon spent 12 years at Macquarie Group, where as a Division Director he led a team responsible for a diversified private markets investment program with capital deployed across more than 30 assets and funds. Simon’s career has also included roles on structured products and ECM desks with Macquarie, and as an equities analyst with Australian Ethical Investment. Simon has qualifications in Science and Business Administration and is a graduate of the Australian Institute of Company Directors.
Atrium Evolution Series - Diversified Fund AEF 5
Atrium Evolution Series - Diversified Fund AEF 7
Atrium Evolution Series - Diversified Fund AEF 9