DRUMMOND CAPITAL PARTNERS - Key Persons
Adele has over 7 years' experience in investment research. As Analyst, Adele contributes to our manager research process as well as providing portfolio management support.
Adele previously spent 7 years at Zenith, most recently as a Senior Investment Analyst covering Australian and international equity managers. Adele commenced her career at Zenith as a Data Analyst, before spending time in the Investment Consulting team and then finally the Research team.
Adele completed her Bachelor of Commerce from the University of Melbourne and is a CFA Level III Candidate.
Alex has 16 years' experience as a portfolio manager and economist. As portfolio manager Alex contributes to our strategic and tactical asset allocation processes, and portfolio construction.
Alex previously spent 3 years at Cbus Super as a senior member of the asset allocation group responsible for strategic and dynamic asset allocation across the multi-asset portfolios. Prior to Cbus, Alex spent 5 years in the investment strategy team at QSuper. Alex was responsible for developing econometric structural models of major global economies, alongside the dynamic asset allocation and risk positioning frameworks. Prior to QSuper Alex spent almost 6 years as a senior economist at Queensland Treasury.
Alex is a CFA Charterholder, B.Bus - Economics (1st Class Honours) and B.Arts/B.Bus at the University of Southern Queensland
Ben has over 22 years' global investment experience as a portfolio manager for JPMorgan Asset Management working in New York and London and now as an Institutional Investment Consultant in Australia.
Ben currently provides specialist consulting and advisory services focused on institutional clients in the investment management industry. He provides advice on product positioning, FX hedging, investment process and portfolio construction with a focus on the Australian superannuation industry.
Prior to this, Ben was Global Head of Currency Clients in New York overseeing $100 billion under management. Previous roles at JP Morgan Asset Management included Derivatives Portfolio Manager and a Foreign Exchange Portfolio Manager.
Ben holds a Masters of Engineering with first class honours from University of Oxford, an MBA from University of London and is a Chartered Financial Analyst.
Caitriona has 18 years financial services experience and joined the team in February 2022. As Head of Strategic Growth Caitriona is responsible for leading our client facing activity and driving growth across all aspects of our business. Caitriona works with our clients to establish their optimal managed account solution.
Caitriona was most recently Head of Distribution for Allianz Retire+ and was responsible for developing the take to market strategy for the AR+ business and their first retirement solution. Prior to this she was the national account manager for PIMCO Australia, responsible for managing key dealer group and platform relationships including the implementation of an education led approach to distribution. Caitriona has also worked for Zurich Investments as well as a derivatives trader in Dublin and London.
Elliott has 7 years financial services experience. As Operations Manager Elliott will oversee our business operations, including finance, compliance, IT and legal. In addition Elliott will use his project management experience to oversee our client onboarding and implementation process in conjunction with our client team.
Elliott was most recently Operations and Partnerships Manager for Findex, one of Australia's largest accounting and business service providers. Prior to this Elliott held accounting and customer service roles at CBA, PDK and RT Edgar and was also a professional AFL player.
Elliott has a Bachelor of Commerce and a MBA (Distinction) from Deakin and a Graduate Diploma in Strategic Management and Leadership.
Garreth has 14 years' experience as a portfolio manager and analyst and joined the team in February 2022. As portfolio manager Garreth contributes to our strategic and tactical asset allocation processes, manager selection and portfolio construction.
Garreth was most recently Head of Australian Fixed Income at Aberdeen Standard Investments and was responsible for the Australian teams positioning in global rates, FX and credit. Prior to this he was Investment Manager (Macro Credit Strategy - Fixed Income) at Aberdeen and was responsible for domestic and global credit sector allocation for A$12bn FUM. Prior to Aberdeen, Garreth held roles as an Associate Equities Analyst at Morningstar and Corporate Restructuring Analyst at Deloitte. Garreth completed a BA Economics & Commerce at Murdoch University in Perth and is a CFA Charterholder.
Harry has 4 years financial services experience. As Associate Harry provides support to all areas of the business, in particular client services and administration.
Harry previously spent 3 and a half years at NAB and ANZ, working as an analyst and portfolio manager for Agribusiness and business lending clients. Following this, Harry spent time at Ord Minnett as an advisor's assistant, working closely with a team of Financial Advisors.
Harry has a Bachelor of Agriculture and Graduate Certificate of Business from Melbourne University and is completing his Diploma of Financial Planning.
Matt has over 8 years investment research experience and joined the team in January 2021. As analyst Matt contributes to our manager research process as well as providing portfolio management support.
Matt previously spent 5 years at Lonsec, most recently as a Senior Investment Analyst. Having joined Lonsec's graduate program, Matt has researched asset managers across multiple disciplines, including infrastructure, alternatives, private equity and global equities. Matt was named Lonsec's "Analyst of the Year" in 2018.
Matt completed his Bachelor of Commerce (Honours) from the University of Melbourne and is a CFA Charterholder
Nick co-founded Drummond and has 20 years' investment management experience across multiple markets and investment styles. As Chief Investment Officer Nick oversees our strategic and tactical asset allocation processes, manager selection and portfolio construction.
Nick was previously a co-founder and portfolio manager of Paragon Funds Management, an Australian long short equity fund. Prior to this Nick was a portfolio manager for the long short international fund at K2 Asset Management and also sat on the firms asset allocation committee. Nick spent the first 8 years of his career in London, commencing at Schroders in the quantitative strategy group, then at Lazard in cross asset research and then as a global industrials analyst at BlueCrest Capital, one of the largest hedge funds in Europe.
Nick has a Bachelor of Business from Monash University, GradDip Applied Finance and is CFA Level 1.
Job Titles:
- Managing Partner
- Portfolio Manager
Tom co-founded Drummond and has 17 years' investment management experience. As portfolio manager Tom contributes to our strategic and tactical asset allocation processes, manager selection and portfolio construction. Tom also leads our client engagement, working with our clients in developing their optimal investment solution.
Tom was previously a partner and portfolio manager at a leading private wealth firm for 12 years where he managed global multi-asset portfolios for high net worth and family office clients. He was a member of the investment committee leading the investment strategy, manager research and multi-asset model portfolio process. Tom was also the advisor to a small group of clients with $300m in assets, managing their complex structures, and providing strategic wealth advice.
Vinaya joined the Drummond team in April 2021. As Portfolio Analyst, Vinaya provides investment operations and portfolio analytics support to the Drummond investment team, covering a range of functions including order management and execution, performance and risk reporting and general portfolio management support.
Previously Vinaya worked for 1 year at global software provider SAP and completed an internship at the CSIRO in their actuarial department.
Vinaya has a Bachelor of Mathematics(Honours) and received a scholarship to complete her Master of Financial Mathematics at Monash University.