Meredith Jones to take on Partner role at Aon Hewitt

28 January 2016 Consultancy.uk

Meredith Jones has joined Aon Hewitt as a Partner, and will head up the firm’s Emerging Manager Research practice. In her new role, Jones will leverage her 18 year career in the alternative investment industry to deliver strategic guidance to Aon Hewitt’s clients, including foundations, endowments and those in the public sector.

Prior to joining Aon Hewitt, Meredith Jones set up her own business in 2014 called MJ Alternative Investment Research. She provided investors, asset managers and service providers with access to high-quality research and value-add consulting services. During that time she also launched a book, ‘Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too)’, aimed at providing female investors & money managers with insights about the behavioural, biological and cognitive edge that they provide the market. Before starting out on her own, between 2011 and 2014, Jones was a Director at Rothstein Kass, before which she held a Director role at Barclays Capital. From 2001 to 2011, Jones was the Managing Director at PerTrac Financial Solutions for more than nine years. Her role involved all strategic and tactical marketing efforts for the firm. Before joining PerTrac, she worked as the Vice-President and Director of Research for Van Hedge Fund Advisors, joining the company in 1998, leading a staff of ten research analysts in manager selection, evaluation and on-going monitoring.

Jones holds a Bachelor degree in PoliSci, History and French from the Centre College, as well as a political science degree from the University of Massachusetts, Amherst.

Meredith Jones, Partner at Aon Hewitt

Jones joins Aon Hewitt as Partner, and will lead the firm’s Emerging Manager Research practice. Her appointment will strengthen the firm’s Global Asset Engine (GAE) capabilities. In the new role, Jones will provide strategic guidance on issues facing managers, hedge funds, private equity and real estate managers, to the firm’s clients including foundation, endowment and public sector clients.

“As a well-known leader in the investment industry, Meredith brings a depth of experience from research to investment consulting, to marketing, that will bring our clients a unique perspective,” comments Kemp Ross, US Head of Investment Solutions at Aon Hewitt Investment Consulting. “Her research on emerging managers, including small and young funds as well as women and minority-run funds, has been an industry standard since 2006. We are pleased to welcome Meredith as we continue to invest in our business and our talent in order to provide our clients with the best thinking in the industry.”

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019 Consultancy.uk

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.