Our team
Managing money since 2002, we aim to do one thing exceptionally well: grow and protect our clients’ wealth through investing.
Jason joined Ellerston in late 2023 as Head of Product Strategy. He has over 20 years of experience in financial services, spanning banking, private wealth, and asset consultancy. Until 2023, he spent nearly a decade at Koda Capital as Head of Funds Research, playing a key role in shaping the firm’s investment strategy from its inception. His responsibilities included supporting asset allocation, portfolio construction, and strategy selection. During his tenure, the Investment Strategy Group (ISG) gained recognition for introducing and seeding innovative strategies in the Australian market. The team also played a pivotal role in securing some of the country’s largest non-profit organisations and high-net-worth family offices. Prior to Koda Capital, Jason co-led the research team at ANZ Global Wealth, overseeing ANZ’s centralised advice research function. Earlier in his career, he worked at CPG/Grove Financial Services, an institutional asset consultancy firm.
Jason holds a Bachelor of Economics and a Bachelor of Business Management from the University of Queensland.