Jon Baird is an Executive Director at Fortlake and CEO of IAM Funds. Jon is responsible for the oversight of client service, distribution and marketing and is a member of the Fortlake Asset Management Board. Jon has extensive financial service industry experience covering investment research, product design, operations and client service.
Prior to joining Fortlake and IAM Funds, Jon was the Head of Client Services and Marketing, Australia and New Zealand, at Western Asset Management a specialist active Fixed Income Manager with over A$650bn in AUM. At Western Asset, Jon was responsible for the oversight of over A$18bn of serviced assets within the region and a member of the Global Product Committee which was responsible for all new product development activities globally. Jon was also a member of the Global Thought Leadership Committee, contributing to the strategic agenda for Western Asset in all markets and regions.
Jon was previously a member of the UBS Asset Management, Australian Fixed Income team, a Senior Analyst at Zenith Investment Partners and held roles spanning client service, operations and investment research at Australian Unity Investments.
Jon holds a Masters of Applied Finance from Macquarie University, a Bachelor of Business and Economics and an Advanced Diploma of Financial Services from RMIT.