Our People

Keri joined us in 2014 with more than two decades of experience in administration, advertising, marketing and event management. Her career continues to be defined by her excellent work ethic and meticulous attention to detail, stemming from the dedication that led to her success as an elite sportsperson.

In her time as a valued member of our team, Keri has built strong rapport with our staff and clients. Along with her boundless energy, she is very thoughtful and highly organised, juggling with ease the many corporate functions we hold each year while ensuring they are professional and polished events presented to the highest standard.

Robin joined Escala in June of 2021 to support both our Sydney and Perth teams, assisting with the day-to-day operation of portfolios. At that time, he was in the twilight of his tertiary studies, and has since graduated from The University of Sydney with a Bachelor of Commerce and Advanced Studies degree, majoring in accounting and finance.

Prior to joining our team, Robin gained a broad understanding of business cost structures and profitability while working at a tax advisory practice to complement his studies. His growing interest in business fundamentals naturally formed a deeper desire to better understand investment markets, which is what drew him to the wealth management industry and ultimately Escala.

After obtaining a first-class master’s degree in Finance and Investment, British-born Matt began his financial services career at one of the UK’s oldest independent wealth management firms. While there, he qualified as a Chartered Wealth Manager with the Chartered Institute for Securities & Investment and specialised in providing bespoke portfolio analysis for private clients.

In 2021, Matt took a career break when global disruption propelled him to act on long-held travel ambitions, bringing him to Australia and Escala. Having initially worked within the Chief Investment Office, Matt transitioned to the advisory side where he is focused on fostering lasting relationships with Escala’s valued clients. Matt continues to build his skillset and is currently pursuing the Chartered Financial Analyst (CFA) designation.

Holly began her career in the legal industry after graduating from Monash University with a Bachelor of Laws degree in 2019. Admitted as a lawyer in 2020, she joined a top-tier law firm in Melbourne, where her work in the area of commercial disputes included involvement in a number of high-profile matters for ASX-listed corporations.

A change in career direction brought Holly to Escala in late 2021, initially as an associate and currently as an investment analyst.  She has added to her qualifications with a Graduate Certificate in Finance and a Graduate Diploma of Financial Planning, and is now pursuing the Chartered Financial Analyst (CFA) designation.

Ed has been working in investment markets since 1999, beginning his investment career as a small and microcap equity analyst on the institutional investment side. He then moved into fund research, primarily from a quantitative perspective, covering all asset classes and providing him with unique input into the fund research process.

In 2005, Ed moved to the United Kingdom. There he took up an opportunity to work in London with Jewson Associates, an investment consulting firm that specialises in providing investment advice to family offices, charities and endowments, including some of the largest universities and charitable organisations in the UK.

Ed was involved in each stage of the investment process, from tailoring strategic asset allocation advice to global fund research, portfolio management and client relationships. He helped the firm develop a reputation for quality advice and investment management.

Upon returning to Sydney in 2012, Ed joined Family Office Research and Management (FORM), a firm with a client base and similar values to those at Jewson Associates. There he continued in both a research and client relationship role, providing investment advice in a collaborative team environment, before joining Escala as an investment advisor in December 2016 following the merger with FORM.

David is a key member of our CIO team, with primary responsibility for covering the Australian equities asset class, including manager selection. He is also an active member of our Approved Product List Committee and Investment Committee, assisting our advisors with tactical asset allocation and portfolio construction for clients.

Prior to joining Escala, David had forged a strong career in the financial services industry. After graduating from the University of Melbourne with a Bachelor of Commerce degree with honours, he joined the asset management team at Equity Trustees. While there he gained a solid foundation in fundamental research in Australian equities, and with his team built a successful track record of outperformance for the EQT Flagship Fund.

During his time with Equity Trustees, David also developed well-rounded asset allocation skills, which were used to help develop the portfolios of the company’s investor base of high-net-worth individuals, family offices and charitable organisations. He further broadened his knowledge base by gaining the Chartered Financial Analyst designation.

One of our founding partners, Scott is widely respected for his expertise and commitment to delivering positive outcomes for clients. For example, in the Barron’s survey of Australia’s top financial advisors, he ranked No. 1 when the poll began in 2017, and No. 2 in 2021.

Scott attributes such recognition to our collegiate approach, through which his personalised client strategies are supported by the skills of the entire advisory team and the robust investment process implemented by our Chief Investment Office.

The strategies he applies are based on his own ‘client value proposition’, the foundation of which is a comprehensive discovery process. This means not only identifying the individual circumstances of his clients, but importantly understanding their aspirations.

The discovery phase is critical to what Scott sees as a whole-of-life approach to building relationships with his clients. It requires working at a personal, not product, level and imposes considerable duty of care. He believes that is reflected in the level of service provided, which in turn delivers long-term client satisfaction.

Scott says his insights have deepened further since we joined forces with Focus Financial Partners, which has provided us with access to the significant knowledge, information and research available through the group’s international network.

These links, combined with the considerable expertise available through our collaborative environment, enable Scott to enhance the level of service he provides to his clients, helping them meet their goal of financial security for current and future generations.

After graduating from the University of Melbourne with a Bachelor of Commerce (Finance and Economics) degree, Jono spent three years working across multiple industries, including a research position at Evans and Partners and roles in accounting and auditing at KPMG.

His desire to transition to investment markets led to Jono joining our team in 2021, drawn by our collaborative environment and the opportunity to work with leading advisors in the wealth management industry. Jono is applying his finance expertise and analytical skills to help us develop successful and long-term relationships with our clients.

Following the completion of a Bachelor of Commerce and a Bachelor of Economics double degree at Monash University, Tim began a career in wealth management at UBS developing key skills and establishing important networks.

Tim’s scope of advice now ranges from superannuation planning to options and derivatives expertise and believes Escala’s collaborative approach to providing multi-asset class investment advice is where it provides the most value to its client family.

Heidi’s career in financial markets spans more than thirty years, including fifteen in private wealth management and a background in equity derivatives.

Heidi joined Escala Partners in 2016 following the merger with Family Office Research and Management, where she was a founding partner. Prior to that she was an advisor with Deutsche Bank Private Wealth Management (Australia).

As a trusted financial advisor, Heidi helps family offices, individuals, families and charitable foundations manage and protect their wealth. She focuses on understanding individual client needs, providing tailored investment advice, and always striving to provide the highest level of service.

Heidi thrives in a team environment and works closely with our research team, providing her with access to the considerable experience, expertise and intellectual capital across the firm, which enhances all client relationships.

Heidi is known for her unwavering commitment to honesty and integrity, is a dedicated philanthropist, and actively involved in various charitable initiatives.

Simon’s thirty-plus years’ experience in bond sales and origination, liability management and client derivative solutions ensures that he understands the diverse and complex needs of clients. His technical knowledge of markets and products is augmented by experience gained through a number of cycles, most notably the recent GFC. Simon has originated, distributed and advised on a number of diverse interest rate products including government, corporate and structured debt, as well as ASX listed interest rate, infrastructure and inflation linked bonds.

His clients have ranged from governments, global banks and fund managers to corporates, not-for-profits, family offices and high net worth individuals.

Simon has held senior roles at global investment banks in London and Melbourne and was most recently a founding partner of boutique fixed interest specialist, Laminar Group. Simon holds a B. Bus (Banking and Finance) from Monash University.

Gemma joined our team in 2019 in a part-time capacity while she is completing her Bachelor of Commerce degree at the University of Melbourne, majoring in Finance and Accounting. Our collaborative approach is allowing her to learn from some of the best advisers and asset class specialists in Australia.

Particular interests for Gemma are fixed income and ESG investing, and to this end she was drawn to our investment team being dedicated to intensive and timely analysis, our focus on agility and innovation, and our ability to provide clients with exclusive investment opportunities.

Gemma is keen to contribute to multigenerational wealth strategies and succession planning for high-net-wealth families and family offices, embracing the next generation of investors and actively involving them in developing strategies to preserve and grow their wealth.

Stephen has been working in investments markets for over fifteen years, with a focus on investment research. After completing a Bachelor of Commerce degree at the University of Canberra and then obtaining a postgraduate Chartered Accountant (CA) qualification, Stephen moved to London, where he took up an opportunity to join HSBC Alternative Investments as an investment research analyst, concentrating on alternative investments.

After five years with that HSBC division, Stephen relocated to Asia to set up the firm’s dedicated Asian-based alternatives investment research program. He ultimately maintained global authority for management and performance of the research process for the Asian-based alternatives fund. A member of the five-person global alternative investment policy committee, Stephen evaluated and invested in assets across multi-strategy and single-strategy fund of funds. In making strategic global investments, Stephen’s work included developing alpha-driven solutions to meet the needs of clients in the alternatives industry.

Following more than a decade with HSBC, in 2015 Stephen joined BT Financial Group as Senior Research Analyst, responsible for conducting due diligence and monitoring investment managers on a wide array of investments and asset classes, particularly alternatives.

Stephen joined Escala in 2021 as an Investment Analyst, specialising in alternatives investments across all sub-asset classes.

Andrew is a qualified chartered accountant with more than twenty years of experience in the financial services industry. In 2007, looking to broaden his horizons, he moved to London, where he worked on the equities floor at JP Morgan, dealing with the challenging dynamics of the GFC. Following this, for the twelve years prior to joining Escala in 2021, Andrew worked exclusively in wealth management with large global and Australian banks, advising high net worth individuals, institutional clients and not-for-profit organisations.

Andrew is deeply committed to cultivating a long-term, meaningful, and purposeful relationship with each of his clients. He understands that trust and collaboration are key to achieving sustained success, and he works diligently to foster these qualities in every interaction. By tailoring investment solutions to the unique needs and goals of each client, he aims to ensure that the financial strategies he implements are not only effective but also aligned with their long-term objectives.

Andrew’s personalised approach is complemented by the strengths of the broader Escala team and offering, enabling him to deliver a client experience with a difference they welcome.

Cherie has more than twenty years’ experience working with a range of major banking and financial services companies. Her diverse background spans governance, auditing, professional standards, remediation frameworks, and the development, supervision and monitoring of risk and compliance programs.

Since joining Escala in 2023, Cherie has focused on fostering a culture of compliance excellence across the firm. She is working collaboratively with our advisors and support staff to deliver policies and procedures that not only ensure compliance but are also pragmatic and contribute to the overall risk management framework.

Drawing on her extensive experience working with technology and data integration, Cherie is focused on continually improving our operational environment by utilising advanced technologies to seamlessly incorporate risk and compliance controls.

Cherie has a Bachelor of Commerce degree, is a Certified Financial Planner and Life Risk Specialist, and has completed the bridging course conducted by the Financial Adviser Standards and Ethics Authority.

Testament to Cherie’s standing within the finance industry is her ongoing appointment, since 2013, to the Conduct Review Commission of the Financial Advice Association of Australia. The Commission is tasked with regulating and upholding the highest ethical standards within the financial planning profession. Cherie has also previously been appointed a member of ASIC’s Financial Services and Credit Panel.

Amanda is a founding partner of our firm and lead investment advisor in our not-for-profit investment management team. With more than thirty-five years’ experience in the financial services industry, she has significant expertise as an equity research analyst and investment advisor.

After university, Amanda joined the equity research department of a stockbroking company. The attraction of undertaking financial modelling and analysis and developing strategies for institutional investors prompted her to pursue a career as an equity research analyst.

Amanda then transitioned to corporate finance with KPMG in their valuations group, helping clients formulate business objectives and strategies; however, her abiding interest in investments led her to move back into equity research for private investors, and later form an even closer relationship as their investment advisor.

Those earlier roles in equity research and valuations required a flexible approach to tailoring services for individual clients. These experiences formed the foundation of Amanda’s approach to wealth management: undertaking specific analysis of each client’s objectives and developing aligned investment strategies.

Testament to the respect Amanda has gained is her membership of the University of Melbourne Investment Committee for fifteen years, until her retirement from the role in 2024. Amanda is also regularly rated highly by her peers in the Barron’s annual survey of Australia’s top financial advisors, ranking those whose ‘skills, passion and commitment consistently deliver positive outcomes for their clients’.

Larissa commenced her career in the financial services industry with Commonwealth Bank in 2010, later gaining a position with Commonwealth Private, where, prior to joining Escala, she was a private wealth associate, assisting advisors to create investment strategies tailored to ultra-high-net-worth clients. Her responsibilities included financial modelling, trade execution, maintaining the compliance of the client book, and managing bespoke portfolios.

Larissa holds a Diploma of Aviation, is an Accredited Derivatives Advisor (Levels 1 and 2) and is currently on track to complete her Bachelor of Commerce and Economics degree in 2023.

Constance Gaidatzis joined Escala Partners at its inception in August 2013.  As part of the investment advisory team, Constance is responsible for portfolio advice, client service and relationship management. Constance has over 18 years of experience and has built strong relationships within the industry.

Prior to joining Escala, Constance held various roles at leading global investment houses including UBS, Morgan Stanley, Goldman Sachs and AXA Australia. Constance previous experience includes portfolio management, asset allocation and transition management.

Constance holds a Bachelor of Arts degree from La Trobe University majoring in Business Law and Politics.  Constance is accredited in Securities and Managed Investment, Superannuation and has completed her Diploma in Financial Planning.

Constance believes it’s important to not only aim to beat an industry benchmark or index when it’s going up, but perhaps more importantly to aim to preserve a portfolios value when markets fall.

Nick began his career at Arthur Andersen (now EY) in their tax division, focusing on corporate and superannuation taxation and structured finance transactions. This experience led him to investment banking and roles at UBS Corporate Finance and Merrill Lynch, gaining exposure to private and public transactions in both the debt and equity capital markets.

Nick then transitioned to funds management, initially managing private portfolios of listed Australian equities for high net worth individuals. He subsequently co-founded Patriot Asset Management and focused on managing listed small cap equities within a larger pooled fund structure. After five years, and following the sale of Patriot, he moved to Karara Capital and continued managing the same fund for a further twelve years, as well as portfolios for institutional clients. During that combined seventeen-year period, the fund delivered substantial investment out-performance, generating net returns more than twice the benchmark rate.

With more than twenty years of investment markets experience and deep analytical expertise, Nick then joined Escala, attracted by our entrepreneurial spirit and client-first approach. His earlier roles in funds management and investment banking necessitated a dynamic and flexible approach, often dealing with a multiple of variants in achieving optimal client outcomes. These experiences formed the foundation of Nick’s approach to wealth management, which he believes requires a multifaceted analysis of each client’s objectives and the development of aligned and flexible investment strategies.

With twenty years of administrative experience, Gisele brings a cool head to her work and tackles each project with a no-fuss attitude and calm efficiency. She joined us in 2016 and, in her role as Executive Assistant to Pep Perry, ensures the smooth running of the Melbourne office.

After completing a Bachelor of Business degree at Monash University, majoring in Banking and Finance, Sandy commenced her career in the financial industry with National Australia Bank, working in custodial services. She further expanded her financial knowledge by moving to fund manager Blackrock, where she specialised in fixed income and derivative products.

Prior to joining our direct investment group in 2018, Sandy was a foreign exchange dealer with the mining company Orica, responsible for the funding of their daily operational requirements, the execution of trades, and issuance of debt in the financial market.

With her strong work ethic and disciplined approach, Sandy is dedicated to developing long-term relationships with our clients, built on delivering accurate and timely communications and advice.

Will has extensive knowledge of financial markets, gained through working with a global wealth management organisation prior to joining Escala Partners in 2015.

Before coming to Escala, Will had worked with the founding partners of the firm and was attracted to their vision for setting a new standard in personalised wealth management. He could see their collegiate approach was the way to provide the best possible experience for his clients.

Now that Will is an established member of the team, he sees the reality of life at Escala surpassing his expectations on a daily basis, with the firm’s focus on excellence being practised not just in word but, importantly, in deed.

Will’s career in the industry began after he graduated with a Bachelor of Commerce degree from the University of Melbourne. He initially undertook a research role before transitioning into wealth management for private clients.

One of Will’s deep commitments is to developing long-term relationships with his clients, which he believes comes from establishing and maintaining strong two-way communication. He sees this as especially important when he is working with his clients and their families to build multi-generational portfolios.

Another particular interest, both professionally and in his life outside work, is the Not For Profit (NFP) sector. As part of his role at Escala, Will works with our NFP team, providing investment advice to a range of NFP organisations.

Will is acutely aware of his fiduciary duty as a professional advisor and the importance of providing the highest standard of care and diligence to all his clients. This principle is applied to each of his private family clients, and to the NFP organisations with whom he works.

With more than sixteen years’ experience in the financial services industry, including her previous role as an associate advisor at Shaw and Partners, Lucy has built a strong foundation in investment management and client service.

Since joining our advisory team, she’s been leveraging her skills to support our mission of providing sophisticated wealth management solutions to discerning investors. Lucy plays a crucial role, managing administrative tasks, coordinating investment documentation, and assisting with client reporting, all with the aim of enhancing the operational efficiency of the investment process.

Lucy’s strong work ethic and client-centric approach ensures that she contributes effectively to the team, which is dedicated to delivering exceptional service and performance, and fostering long-term client relationships built on trust.

Garrick has been a key contributor to the development and growth of Escala since the inception of the business in 2013 and brings a wealth of experience and skills to our practices in corporate strategy and governance.

Having been a commercial lawyer for more than thirty years, Garrick has built an extensive general corporate law practice, with his greatest expertise being in the areas of securities law, mergers and acquisitions, takeovers, capital raisings, project finance, joint ventures and structuring, and corporate governance. Garrick is both a member of the board of Escala Partners Pty Ltd and 2^nd Chapter Pty Ltd, the management company operating Escala Partners Pty Ltd.

Garrick was selected for inclusion in the prestigious Asia Pacific Legal 500 lawyer rankings in 2009/10 and 2010/11, and the energy and resources and corporate M&A rankings in 2012/13.

As well as his Escala role, Garrick currently sits on a number of other Boards, including as a Director of Global Petroleum Limited.

British-born Torty brings to her leadership role considerable experience and acknowledged acumen as a business and relationship manager in the financial services industry. Her expertise ranges across management, coaching, front-to-back processing, and operations.

Commencing her career with UBS Wealth Management in the UK, in 2011 Torty joined UBS in Australia as Support Team Manager, then took up the role of Business Manager at Crestone Wealth Management, where she was instrumental in setting up their Melbourne office. Following a stint as Relationship Manager Financial Intermediaries at Crestone, in 2017 Torty joined Koda Capital as Head of Advice Services in Sydney.

In 2023, Torty reunited with Escala’s founders, who she had previously worked with at UBS. Having watched the firm grow and develop, she was attracted by the calibre of our team, the scope of our investment offering, and our diverse client base of high-net-worth individuals, family offices and not-for-profit organisations.

Torty has always been focused on putting clients first and delivering positive outcomes. She says, ‘clients are the reason we do what do, and ensuring we support them, guide them, and build trust is critical to their success and ours’.

Torty’s qualifications include a bachelor’s degree from the University of Bristol, an investment management certificate, and a certificate in para planning. She is currently completing the company directors course conducted by the Australian Institute of Company Directors.

Throughout his thirty years in the finance industry, Ben has worked in varied roles, including investment banking, funds management, and research. For the past twenty-five years, however, he has worked exclusively in wealth management; most of his early tenure being with global investment banks prior to setting up Escala as a founding partner in 2013.

Drawing on his diverse skill set enables Ben and his team to deliver specialised, personalised advice that focuses on multi-asset-class portfolios for a discrete group of clients, including some of the Australia’s largest family offices, not-for-profit organisations, and sophisticated high net worth investors.

They appreciate his considered advice and approach, which is reflected in Ben being regularly ranked in the top 15 of the national Barrons Top Financial Advisers survey that rates client satisfaction among the key criteria. It is his interaction with his clients that highlights to Ben the importance of strong relationships and is why he makes sure he gains a true understanding of their objectives, requirements and expectations; a ‘no surprises’ outcome for his clients being his goal.

Ben is particularly proud of our ‘one-firm’ approach that, as one of the founders, he helped create. Developed and enhanced from collaboration with global peers, our collegiate culture of teamwork and sharing of ideas differentiates us and helps our advisory team achieve their aim of delivering a service to clients that is second to none.

After completing a Bachelor of Commerce (Accounting) at the University of Ballarat, Kris moved to Melbourne, where he worked as a paraplanner with WHK Horwath (now Crowe Horwath), before joining Ord Minnett as an investment assistant.

Realising that stockbroking and the traditional transaction-based services being provided were not aligned with his core values, he moved into wealth management and, in 2016, found the ideal fit with Escala.

Kris was drawn to our culture of collaboration and teamwork, coupled with our deep commitment to putting clients’ needs ahead of all else.

Kris’s focus is to build long-lasting and meaningful relationships with his clients, based on trust and integrity. He sees clear communication as a vital tool for effective client engagement and the efficient delivery of holistic investment advice tailored to each client’s needs.

Rafi has more than fourteen years of experience in the financial services industry, with a background in economic policy and analysis. After completing a Bachelor of Economics degree, he commenced his career at the corporate services firm Boardroom, where he was responsible for managing relationships with top 100 ASX-listed companies and overseeing the project management of executive share and remuneration programs.

In 2017, Rafi became the first employee to join Escala Sydney and worked closely with our senior advisors who set up the office there. Throughout his tenure at the firm, Rafi has gained extensive experience in managing investment portfolios and corporate tax structures and is a valued member of our Bond Desk and our Direct Investment Group.

Rafi provides tailored advice to individuals, family offices, and not-for-profit organisations, consistently achieving quality return outcomes for a diverse range of financial objectives. His role involves developing investment strategies that align with each client’s goals while leveraging the expertise of our investment analyst team. This collaborative approach ensures his clients receive comprehensive financial guidance.

Coire has completed a double-degree, a Bachelor in Accounting and Finance from La Trobe University, which included studying abroad at the Central University of Economics and Finance in Beijing. He also has a strong background in IT (Information Technology), having completed both his Certificate III in IT at the Box Hill Institute, and PC Maintenance and Repair of Hardware at the Aries Institute of Technology.

Coire graduated from university in 2012, with the focus of his studies being to gain a solid understanding of business both from an accounting standpoint and financial markets. This coupled with his IT expertise allowed him to secure a role as an Associate at Escala in May 2013.

Passionate about building a career at Escala Partners, Coire believes that joining the firm ‘day one’ has allowed him to see a wealth management business built from the ground up.

Stuart is a well-seasoned member of our team. His early background of three decades in stockbroking saw him working on the former ASX trading floor and then in sophisticated dealing desk environments for a clutch of established and well-respected firms. This experience armed him well for a subsequent decade solely committed to private wealth management.

Notably, Stuart has worked through three major financial market downturns — October 1987, the dotcom bubble crash in 2000, and the global financial crisis of 2008/09 —adroitly navigating a loyal client base through these challenging periods.

Since co-founding Escala, he has maintained this primary focus on the needs of clients, seeing them through all market cycles and, as he puts it, giving each of them ‘the whole nine yards’ in personalised service.

Stuart sees our collegiate approach as being vital to achieving the required outcomes for our clients with this attitude and methodology being applied across our skill sets and asset classes. Moreover, our advisors benefit from having an internal CIO team who undertake intensive research of market intelligence, drawn from both domestic and global sources and synthesised for dispersal across the firm.

As an advisor, Stuart’s traditional client base, and his forward focus, is high-net-worth individuals and their families, family businesses and offices, not-for-profit organisations and charities, and selected institutions.

While undertaking his university studies, Ed’s athletic prowess enabled him to successfully pursue his love of rugby union, initially with Randwick in Sydney, then professionally with the Scarlets in Wales, and most recently with the ACT Brumbies.

Having gained qualifications in commerce and financial planning, Ed was eager to transition into wealth management and has been with us since August 2024, working closely with the advisory team in our Sydney office.

Finding his rugby skills of discipline and teamwork are valuable attributes for his new role in the financial sector, Ed is dedicated to furthering his understanding of investments and financial markets across all asset classes.

Darragh graduated from the Technological University of Dublin with a BSc in Business and Management, with honours, and began his career in financial services in 2012, just as the fallout from the European debt crisis was unfolding.

Initially focused on trading, Darragh went on to gain experience in private wealth and investment banking, before moving to Sydney in 2018 to further his progression within the industry. That same year he became a CFA Institute charterholder.

In 2021, Darragh built on his deep interest in sustainable investing by completing the CFA’s Certificate in ESG Investing, gaining a sound understanding of best practice for asset owners and asset managers in this strategic imperative.

For more than a decade Luca has been providing high net worth individuals, families and family office clients with comprehensive wealth management services. These include financial planning, portfolio construction, estate and succession advice, and asset allocation strategies that include access to private equity, alternatives, equities, and debt capital markets.

Having worked for two of Australia’s private banks for many years, the move to Escala afforded Luca the ability to deliver holistic and enduring solutions for clients.

As an investment advisor, he leverages the depth and breadth of the Escala platform, including our CIO office with access to global research and thought leadership, offering the capability for clients to own any asset class in any market globally. He can draw upon the firm’s collective knowledge in financial planning, our direct fixed income desk, and our alternative investment team providing access to private debt/equity markets.

With a focus on producing the best possible outcome for our clients, Escala offers a collegiate approach to wealth management that is unmatched by our competitors.

Following high school at Surrey in the UK, Sarah completed a Beauty Diploma and began working at a local salon. Her interest shifted to management, and she went on to run the operations of the business for seven years. Moving to Sydney in 2018, Sarah took on a number of front of house and office support positions, including with Accenture, where she looked after their concierge and business services sector.

In 2022, Sarah took on a new challenge in the recruiting world, focusing on chartered accounting and wealth management firms, specifically their business support divisions. This career journey has led to her joining our team, and contributing the ideal range of experience and skills to ensure we continue providing excellent service to our clients.

Tracey began her career in financial markets in 1995, initially as an economist for CS First Boston in Sydney, where she worked for her economics professor from Newcastle University. Upon completing her Masters degree at the University of NSW, she then moved into investment management with Westpac.

Tracey’s work with the bank’s quantitative asset allocation team included building equity, bond and currency models across domestic and international markets. When Westpac bought BT Financial Group, Tracey was appointed the firm’s Senior Economist. She became a CFA Charterholder in 2003.

In 2006, Tracey moved to Baillie Gifford in Edinburgh as a member of their fixed income team. After three years, family bought her back to Sydney, where she joined the fixed income and credit team at Colonial First State Asset Management. During this time, Tracey became a Graduate of the Australian Institute of Company Directors.

In 2013, Tracey took up the role of Head of Investment Strategy at UBS Asset Management, where she was responsible for the suite of multi-asset funds offered to Australian-based institutional clients. Briefly after leaving UBS, Tracey was Head of Asset allocation at Wilsons Advisory.

Tracey was appointed Chief Investment Officer at Escala in November 2019. In this role she has responsibility for strategic and tactical asset allocation and manager selection across all multi-asset funds, and is Chair of our Investment Committee and Approved Product List Committee.

As a seasoned investment practitioner for over twenty-five years, Tracey leads her team of four in bringing process, rigour and considered application to Escala’s asset allocation offering.

Tracey also has a strong commitment to community, demonstrated through her participation in various mentoring programs including a previous role as business mentor for the Sydney University Rugby Club. In 2022, she was appointed a Non-Executive Director of the Winston Churchill Memorial Trust, a not-for-profit organisation dedicated to awarding overseas research fellowships to benefit the Australian community.

Henry began his career in accounting and financial services in 2017 and has a deep understanding of Australian wholesale fixed income and private debt markets. Working with our Direct Investments Team, he is assisting the delivery of bespoke outcomes for clients through direct investment opportunities, in particular our fixed-income curated portfolio offering.

Before joining Escala, Henry worked at BGC Partners on the fixed income solutions desk, most recently as a fixed income credit analyst. This role involved researching corporate debt across the capital structure, including senior, subordinated and hybrid debt as well as structured credit. Prior to moving into financial markets, he was with GlaxoSmithKline as a finance partnering associate, gaining skills in financial accounting.

Henry holds a Bachelor of Business (Economics and Finance) degree from RMIT University. He has also completed the Financial Modelling and Valuation Analyst Certification course at the Corporate Finance Institute and is currently a CFA Level 2 Candidate with aspirations to become a CFA Charterholder.

Jack began working part-time at Escala in 2018 while completing his studies at Deakin University. He went on to graduate in 2021 with a Bachelor of Commerce degree, majoring in Financial Planning, and became a full-time member of our team as an associate advisor.

It was our collaborative and client-focused approach that resonated with Jack, exemplified by our ability to draw on the range of specialist expertise across the firm to provide clients with the best possible service and outcomes.

Another point of difference, he says, is that our investment process can draw on all local and international asset classes and regions, with portfolio construction then refined in accordance with each client’s risk and return profile.

Jack is grounded in the knowledge that building wealth does not happen overnight, which is in line with the firm’s view that the key to portfolio performance is planning for the long term and maintaining a disciplined approach based on reliable research and a robust investment process.

Having completed a Bachelor of Commerce at the University of Melbourne, majoring in accounting and finance, Fred commenced his finance career with us in late 2021.

In his role as investment associate, he could see early on the benefits that clients gain from our collaborative culture, with advisors being able to draw on their collective expertise as well as that of our dedicated CIO team.

Fred is applying his skills to help us continue to develop strong relationships with our clients, and looks forward to building a successful career with the firm.

Meaghan has been playing her key role with our finance team since 2018. She began her career working for a number of years with a global company in the fast-moving consumer goods industry. A move to Ernst and Young then saw her spend more than twelve years advising clients on how to solve complex problems and transform their business to meet the needs of stakeholders.

Meaghan has a Bachelor of Business degree and is a member of the Institute of Chartered Accountants.

Pep manages and has full oversight of the firm’s day-to-day administrative operations. He witnessed the opening of our first account with trepidation and excitement, then last year, with great satisfaction, saw the business surpass the benchmark of managing eight billion dollars of client funds, confirming our positive expectations for the future.

Pep began his 25-plus year career in the financial services industry as an advisor, before making the change to running wealth management businesses for Solomon Smith Barney and then UBS. Outside of his family, his greatest pride is the success he has enjoyed with his partners in building Escala.

“We have complete clarity about where Escala is headed and what we should be doing on behalf of our clients”, Pep says. “We do one thing, and that is advising our clients on their asset allocation. They include high-net-worth individuals, family offices, not-for-profit organisations, and charities. We’re flexible enough to do things on a bespoke level in managing the assets of that diverse group, with excellent resources in each asset class to develop optimal portfolios.”

As our firm continues to grow, it is clear that people are the most important element in our business. Great clients and great staff are what carries Escala to continued success.

Travis commenced his career in wealth management in 1995 after completing a degree in Economics at Monash University. He joined Escala in 2021, following eight years at Morgan Stanley, where he was an Executive Director responsible for advising the firm’s largest clients. Travis previously spent nine years at UBS, where he was a Director, and prior to that held a senior advisory role with the private banking division of Commonwealth Bank.

Drawing on his extensive experience and avid interest in investment markets and economic history, Travis advises a select group of ultra high net worth individuals and family groups in Melbourne, Sydney and Perth.

Attesting to his commitment to consistently meet their needs and aspirations, since 2019 Travis has been ranked in the top forty of the survey of Australia’s best one hundred financial advisors conducted by the respected investment publication Barron’s. The criteria for the survey include consistently delivering positive outcomes and achieving client satisfaction.

Now an established member of our advisory team, Juliana began her career in the finance industry not long after completing her VCE when she joined RBS Morgans as an investment assistant, a role she maintained while studying for her Bachelor of Business degree at RMIT University. Then followed a move to Baillieu Stockbroking for three years.

Having developed a passion for helping individuals and families to achieve their financial objectives, Juliana decided to focus on wealth management and joined us in 2013. While furthering her knowledge by completing an Advanced Diploma of Financial Planning, she devoted herself to making a positive impact on the financial and personal lives of her clients, an aim supported by our collegiate culture.

The team-based approach we have instilled across the firm from the beginning has fostered the professional development of our younger generation of advisors like Juliana, providing them with opportunities to learn from the industry leaders in our investment and advisory teams.

Testament to Juliana’s skills and dedication, and the benefits of our collaborative work environment, is her shortlisting as a Financial Advisor of the Year finalist in the 2023 Women in Finance Awards.

That recognition, Juliana says, reflects the importance she places on building trusting relationships with her clients, through transparency, open communication, and always acting in their best interests. At a service level, that means helping them to navigate the intricacies of the financial landscape with a solutions-based approach tailored to their investment goals.

James began his career at Deutsche Bank in Sydney as an investment advisor, where he specialised in managing complex investment portfolios and corporate activities for high net worth individuals and family offices.

Now with more than a decade of experience in investment advisory, his specialist knowledge encompasses alternative investments, fixed income, and structured products, enabling him to provide comprehensive financial solutions tailored to client needs.

James leverages our firm’s collaborative culture that enables all our advisors to harness the diverse skills across the organisation to achieve optimal client outcomes. He values the insights provided by the dedicated Chief Investment Office team, which plays a crucial role in establishing investment themes and strategic asset allocation for multi-asset-class portfolios.

James is committed to fostering long-term relationships with clients by prioritising their individual financial goals and ensuring transparency in all advisory processes.

Chris is a very effective senior business executive who has had extensive involvement with a number of global financial institutions in the US and Australia. He offers more than thirty years’ experience working in investment banking, global markets, asset management and wealth management.

Over that time, Chris has also gained widespread expertise in customer and commercial management, finance, risk management, regulatory and prudential governance, business turnaround and organisational change management.

A tenacious and inspirational leader, in the last fifteen years Chris has held a number of senior executive roles with Deutsche Bank and Merrill Lynch in Australia. Before joining Escala, he was head of Deutsche Bank’s wealth management team and their asset management global client group.

In addition to his role at Escala, Chris is a board member of 2^nd Chapter Pty Ltd, the management company operating Escala Partners Pty Ltd, and senior advisor to a number of other organisations including Sturt Capital Partners and Wayside Chapel and has been a board member at Elevate Australasia and an independent director with Merrill Lynch Equities. He is a member of the Australian Institute of Company Directors, is certified to US Series 7 and holds a bachelor’s degree in Political Science and Asian Studies.

Dylan is driven by building trusted relationships and creating meaningful value for his clients.

With more than a decade of experience in financial planning and wealth management, he entered the advisory field immediately after the Royal Commission, positioning himself as an advisor with a fresh perspective; one who is free from the outdated, conflicted advice, and stockbroking models of the past.

A dynamic investment advisor, Dylan brings a youthful energy and enthusiasm to his work, backed by the qualifications that equip him with the expertise to navigate complex financial situations. He thrives in our collegiate environment, where the process-driven approach of the CIO and our best-in-class offerings enable him to focus exclusively on his clients’ best interests, delivering timely and proactive advice tailored to their needs.

Growing up in a family business, Dylan learned the value of hard work and attention to detail from an early age. Coupled with a background in restructuring, insolvency, and accounting within his family, this experience has shaped his strong sense of responsibility and reinforced his commitment to building lasting, meaningful relationships with his clients.