Appointment

Former J.P. Morgan insto head makes "tree change"

Executive Move

Stephen+alcorn

Boutique financial advisory firm, Profile Financial Services, has announced the appointment of Stephen Alcorn as an associate financial advisor, based in the firm's Mudgee office.

Alcorn has over 30 years’ financial services experience, most recently as head of Australia institutional for J.P. Morgan Asset Management. He has also held senior roles at BNY Mellon Asset Management and Barclays Global Investors (now BlackRock).

Alcorn will join fellow new-recruit Jessica Walker, who will, in turn, join Louise Scifleet and Karen Denyer to serve Profile’s clients in the Mudgee, Dubbo and Central West regions, the firm said

Commenting on the new appointees, Sarah Abood, CEO of Profile Financial Services, said: “These two appointments signal Profile’s commitment to Mudgee, Dubbo and the Central West, following our merger with onePlan in 2018. We are delighted that Stephen and Jessica are joining the team to help clients achieve their financial goals and manage their assets through a range of circumstances.”

Alcorn added that he is "delighted to be joining a team who have such a strong commitment to fiduciary responsibility for their clients" and that he is "relishing the "tree-change" and rural lifestyle in Mudgee, as well as being able to connect directly with clients.”

Appointment

December 2018

Associate Financial Advisor

Profile Financial Services

News reports on this move