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    Sebastian Jimenez

    Investment Manager

    Sebastian Jimenez is the Head of Investments at Argus Advisory, based in Melbourne, Victoria, Australia.1 He specializes in managing investment portfolios for family offices and ultra-high-net-worth individuals, focusing on multi-asset investment portfolio management, impact investment strategies, and family office governance.1

    Career Progression

    Sebastian's career at Argus Advisory has evolved as follows:

    • Head of Investments (August 2023 - Present)
    • Investment Portfolio Manager (October 2019 - August 2023)

    Prior to joining Argus Advisory, he held several positions in the financial sector:

    • Wealth Manager at Macquarie Group (October 2017 - September 2019)
    • Wealth Manager at Wilson Pateras (May 2016 - October 2017)
    • Wealth Manager at AMP (May 2015 - April 2016)

    Education and Certifications

    Sebastian has a strong educational background in finance and engineering:

    • Master of Financial Analysis from La Trobe University (2010 - 2011)
    • B.S. in Industrial Engineering from Universidad Tecnológica de Pereira (2004 - 2008)

    He has also obtained several professional certifications:

    • CFA Level II (January 2024)
    • Investment Management Workshop from Harvard Business School (July 2023)
    • CFA Level I (April 2021)
    • CFA Investment Foundations (April 2020)

    Awards and Recognition

    Sebastian has been recognized in the financial industry:

    • AFA Rising Star 2017 Finalist
    • Hillross New Adviser of the Year 2016 Finalist

    His expertise in investments and wealth management, combined with his educational background and industry recognition, positions Sebastian as a skilled professional in the field of investment management.1

    Highlights

    Owned and Operated #159 - Turning Data into Dollars How to Use ...
    Our Team | Argus Advisory
    Mar 24 · youtube.com
    The Process Tool for Field Sales With Sebastian Jimenez - YouTube
    The Process Tool for Field Sales With Sebastian Jimenez - YouTube

    Related Questions

    What are Sebastian Jimenez's key achievements at Argus Advisory?
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