Tony Mackenzie
About Tony Mackenzie
Tony Mackenzie is the Co-Founder of Jacobi Strategies and has extensive experience in investment management, including roles at QIC and a PhD in computational mathematics.
Title and Current Role
Tony Mackenzie is the Co-Founder of Jacobi Strategies, operating out of the San Francisco Bay Area since 2014. In this role, he has been integral in developing and implementing innovative investment solutions and strategies for clients.
Professional Background
Before co-founding Jacobi Strategies, Tony Mackenzie amassed significant experience at QIC, where he held multiple key positions. From 2011 to 2014, he was the Chief Strategist overseeing the investment strategy for client assets totaling over $45 billion. Prior to that, he served as Head of Portfolio Design from 2009 to 2011 and as Senior Portfolio Manager from 2007 to 2009, both roles based in Brisbane, Australia.
Educational Background
Tony Mackenzie holds a PhD in Applied Mathematics from the University of Southern Queensland, completed in 2003. His academic journey also includes a Bachelor of Applied Science (BASc Honours 1st Class) in Applied Mathematics completed in 1998, and earlier studies culminating in a Bachelor's degree in Applied Mathematics and Computer Science in 1996, also from the University of Southern Queensland.
Research and Publications
Tony Mackenzie co-authored a paper on multi-asset portfolio design, which was published in a leading financial journal. His research contributions emphasize his expertise in computational mathematics and investment strategy.
Industry Contributions
In addition to his professional roles, Tony Mackenzie has been active in the financial technology community. He has participated as a panelist at the Global Financial Technology Summit, discussing innovations in investment management. Furthermore, he mentors emerging fintech startups through a local accelerator program in the San Francisco Bay Area. He also holds a patent related to financial technology solutions for investment management.
Proprietary Innovations
At Jacobi Strategies, Tony Mackenzie developed a proprietary algorithm aimed at optimizing investment portfolios. This innovation underscores his commitment to leveraging technology to enhance investment performance.