Talia is an Investment Analyst and Advisor at Channel Wealth, where she supports portfolio research, management and trading. She plays a key role in developing investment theses and identifying opportunities that add value to client portfolios. Talia also maintains portfolio models, prepares market updates and performance reporting, and collaborates with advisors to deliver proposals, reviews, and investment-related planning. In addition to research, Talia supports the firm’s trading and investment operations, including portfolio analytics, cash management, and model implementation. Her work spans both strategic insight and operational execution to help ensure portfolios remain aligned with client objectives and market conditions.

Talia holds a Bachelor of Economics and a Bachelor of Advanced Studies in Finance from the University of Sydney, one of Australia’s leading universities for economics. She went on to complete her final year abroad at the University of California, Santa Barbara, further broadening her academic and global perspective. Her previous experience at PricewaterhouseCoopers, working in Private Financial Assurance, built a strong technical foundation in financial analysis and reporting. Talia has also been actively involved in organizations including 180 Degrees Consulting and the Sydney University Business Society, where she developed a broad professional network and exposure to strategic thinking across industries.

She is a CFA® candidate and an Investment Adviser Representative with the U.S. Securities and Exchange Commission. Talia also holds a Diploma of Communication from the Australian Speech Communication Association (ASCA), supporting her strength in client communication and public engagement.