Private client, corporate services and fund administration business Oak Group has appointed Jo Gorrod as Managing Director of its Jersey office.
Jo has over 20 years’ experience working in the financial services sector in Jersey, focusing primarily on the private client arena, managing complex structures for high-net-worth international families. She joined Oak Group in 2018 as a Client Services Director, prior to which she held the same title at Equiom Group.
Jo has extensive experience of working with UK resident and non-domiciled individuals, having previously led a team specialising in this area. Jo also has significant experience in managing high value commercial and residential property structures.
In her new role, Jo will support the business in delivering its 3-year strategy, which focuses on the cultural, operational, and commercial transformation of the business.
Jo has an honours degree in English from the University of Manchester and has been a member of the Institute of Chartered Secretaries since 1999. She was shortlisted for Woman of the Year in the Citywealth Magic Circle Awards 2018.
Graham McCormack, Oak’s Chief Executive Officer, commented: “Jo has been a highly valued member of the team since joining us and is a natural fit for the role of managing director. Our aim is to be a purpose led organisation meeting the needs of the present without compromising the needs of the future, and Jo’s leadership
skills make her perfectly placed to support the firm in achieving this goal.”
Jo Gorrod added: “I am delighted to continue to work with the talented individuals in our Jersey team and to have the opportunity to work more closely with my colleagues throughout the Oak family.”