Jaime commenced his career in 2003 at JPMorgan Chase. After working at JPMorgan Chase, he joined Perpetual followed by Propex Derivatives, working in portfolio management and proprietary trading roles respectively. In 2010, Jaime joined Commonwealth Private Office’s investment and research team before becoming a financial adviser and entering into a highly-successful partnership with fellow adviser Paul Shalhoub. In 2018, Jaime joined LGT Wealth Management as an investment adviser and partner where he continues to work with Paul Shalhoub.
Jaime’s experience in portfolio management, proprietary trading and investment research has helped hone his skills as an adviser. He is highly analytical with a passion for investment markets, and his attention to detail and strong work ethic provide the perfect platform for advising his clients on all aspects of investments from superannuation through to derivatives. With more than 15 years of industry experience and high personal standards, he is perfectly positioned to deal with the complex financial needs of families and entities with considerable wealth. Jaime is also a CFA charterholder.
