Sophie joined HESTA in April 2024 as the head of investment execution. She is responsible for the ongoing development and management of a fit for purpose investment operating platform and processes to efficiently manage HESTA’s investment portfolio. This includes investment operations, performance and risk analytics, operations due diligence and investment systems and data.
She is a seasoned executive with extensive experience over 25 years in financial services including spending 15 years offshore in London, New York and San Francisco before returning to Australia. Sophie holds a graduate diploma in applied commerce from the University of Melbourne, is a senior practitioner in active operations management and completed accelerating change readiness and agility at the US Berkeley Executive Education. Previously, she qualified for and held FINRA Series 7 and 63 licenses during her time in the USA.
