Background and Experience
Before joining Aztec, Jo worked for Northern Trust as a team leader in their Private Equity department. While there she managed a large portfolio of Private Equity clients, overseeing and managing all aspects of the day-to-day administration for them.
Previously based in the Guernsey office, Jo moved to Philadelphia in 2023, to train a team built out for a large Guernsey client who wanted to expand its service offering to its investors.
Qualifications
- International Finance and Administration Certificate
- Working towards my final exam to obtain diploma in International Finance and Administration
- Member of the Governance Institute.
Outside of the office
Jo enjoys walking and exploring quirky tourist areas, reading, watching movies and spending time with her family. Her hobbies include cooking, walking her dog and face painting / prosthetics. Jo also volunteers with the Phoenixville Jaycees and women’s charities in the area.