Director, Family Office Geneva
He has over 12 years of professional experience in Risk Control, Portfolio Management and Private Banking. He has managed private wealth of High Net Worth Individuals and the liquidity and financial assets of large Corporations.
Prior to joining Broadgate, he has served as Deputy Director of BLOM Bank (Switzerland) where he covered the MENA region as well as the West African market. Jad also served within the investment committee of the Global Private bank. He also initiated and oversaw the asset management department within the office in Geneva. Prior to that, he worked as an analyst at JPMorgan (Switzerland), starting in the Investor Relations department where he assisted investors within the EMEA PB in the selection of appropriate investment strategies, and later in the Portfolio Management Group , where he helped manage and implement the CIO views within the discretionary mandates. He also worked as risk controller for EFG in-house mutual funds, before starting his career in the back-office.
Jad holds a BA in Hospitality Finance and Revenue Management from GLION School; he passed the CFA level II, and obtained a Certificate of advanced studies from the University of Geneva in Portfolio Management and Quantitative analysis.