Client Portfolio Manager
Deana joined the firm in 2019 as a Client Portfolio Manager, responsible for developing and servicing relationships with institutional clients and consultants. Prior to joining SGA, Deana was a Senior Research Analyst at Perpetual Ltd, a prominent Australian financial services company. As part of Perpetual’s multi-manager investment team, she was responsible for sourcing, researching and recommending external fund managers across global equities and alternative investments. Before joining Perpetual in 2014, she was an Investment Analyst at Ibbotson Associates (now Morningstar Investment Management) and has also held roles across operations and client service in Australia and the UK. Deana holds a Bachelor of Commerce with majors in Finance and Economics from the University of Sydney and has passed the Level II exam of the CFA® program.