Meet the Team
Prior to joining IAM, James was a founding member of MINT Partners Australia, a division of global broker BGC Partners; establishing the division in 2015 and growing AUM to over $1billion in fixed income assets under management in 2020. James began his career in fixed income markets at FIIG Securities, advancing to Head of Middle-Market & Institutional client coverage.
He holds a Masters of Business Administration (MBA) from Macquarie Graduate School of Management (MGSM) and a Diploma of Financial Markets (Debt and RG146) from the Australian Financial Markets Association. He is also a Senior Associate (SA Fin) FINSIA.
Prior to joining IAM, Kyle held sales and execution roles at FIIG Securities, National Australia Bank and BGC Fixed Income Solutions. Kyle began his financial markets career at Macquarie Bank.
Kyle holds a Bachelor of Economics from Macquarie University and a Diploma of Financial Markets (Debt and Equity) from the Australian Financial Markets Association.
Jenna joined the team at IAM after working at UBS, FIIG, and Deutsche Bank across Equities, Credit, and FX. At UBS, Jenna worked on the equities desk in Sydney, which ranked #1 as the top Australian cash equities sales desk at the time. At Deutsche Bank, Jenna worked in foreign exchange sales, which gave her experience on trading floors in London, New York, Singapore and Hong Kong. Jenna graduated from the University of Sydney with a combined Commerce/Law degree and a major in Accounting. During her studies, Jenna completed a semester at the University of California.
Jenna currently sits on the Finance sub-committee of the Good Sams Foundation.
Prior to joining Income Asset Management, Matthew spent eight years working as a Senior Credit Portfolio Manager at Aberdeen Standard, where he was responsible for the credit portfolio construction and security selection across a wide range of investment-grade/high-yield, financial and non-financial sectors. Reporting directly to the Head of Australian Fixed Income, he oversaw a team of four and was the team’s ESG specialist.
Matthew has executed 1, 3, and 5-year credit-strategies that have been consistently above benchmark.
Matthew began his career at KPMG working in Auditing and Assurance within the consumer and industrials group and then spent six years at Colonial First State Global Asset Management as a Fixed Income Credit Analyst.
Matthew holds a Masters of Applied Finance degree from Macquarie University and a Bachelor of Commerce degree from UNSW.
Peter began in the financial markets at BGC Fixed Income in 2017, progressing to the trading desk and origination team. Before that, Peter was a graduate lawyer working in commercial and criminal law in Sydney. Peter has considerable experience in client facing roles which allows him to understand and exceed client objectives.
Peter holds a Bachelor of Economics and Bachelor of Laws (Hons) from ANU and is admitted as a lawyer in NSW. Peter is also RG146 accredited having gained a Diploma of Financial Markets (Debt Markets Specialisation) through AFMA.
Adam joined IAM in August 2021, having spent four years working for a global financial services company, where he held roles across client services, fixed income sales and portfolio management.
Adam holds a Bachelor of Business, majoring in Finance from the Queensland University of Technology.
Thomas began his career in Financial Planning in 2016 and soon found his way to Fixed Income markets where he completed a graduate program with FIIG Securities in 2017. He joins the team after more recently working at Sayers Group. With a wealth of knowledge across financial markets, Thomas has developed a strong understanding of client needs and objectives and had learnt to develop outcomes that exceed client expectations.
Thomas holds a Bachelor of Business (Finance) at Queensland University of Technology. He is also RG146 accredited having completed a Diploma of Financial Markets (Advisory Stream) through AFMA.