Founder and CEO, Briefcase
| Role | Organisation | Sources |
|---|---|---|
| Founder and CEO | Briefcase | Australian FinTech (17 Aug 2026), Australian FinTech (10 Jun 2026) |
Stories naming Josh Persky. Where several outlets covered the same round, they are bundled under whichever ran the fullest account.
Australian direct indexing fintech Briefcase has hired Michael Hasten, a veteran ANZ investment banker, as Head of Growth to broaden its tax-aware portfolio and ETF model services for advisers and wealth platforms.
Australian wealth-tech firm Briefcase has hired Michael Wang, previously at MLC Asset Management, RoZetta Technology and CreditorWatch, as Lead Portfolio Manager to advance its direct indexing, tax optimisation and AI portfolio capabilities.