About Us

Nick co-founded Drummond and has over 26 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, portfolio construction and product innovation.

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.

Tom co-founded Drummond in 2017 and has 20 years’ experience across investment management, financial advice, business growth and strategy. As CEO, Tom leads our growing team and business operations and continues to drive growth through innovation and the delivery of new investment and advice solutions. Tom is passionate about working with our partner firms to accelerate their growth ambitions and remains an active member of the Investment Committee.

Tom previously spent 12 years as Partner at a leading private wealth firm with over $2.5bn under management. Tom’s role was broad, overseeing the investment team and process, advising HNW & family office clients on complex wealth and investment planning, managing business strategy, and implementing several change management and growth initiatives.

Tom has a Master of Applied Finance from Macquarie University, ASX Accredited Derivatives Adviser, Diploma of Financial Services and is a Responsible Manager for the Drummond AFSL.

Caitriona has over 20 years’ experience in financial services. Based in Sydney, she helps guide the firm’s strategy, leads engagement with strategic accounts and works with the team to drive business growth across Australia. She is focused on ensuring Drummond continues to deliver a market‑leading partnership offering, working closely with large advice practices with diverse needs to provide a best‑in‑class investment service tailored to their goals.

Prior to joining Drummond, Caitriona was Head of Distribution for Allianz Retire+, where she developed the go‑to‑market strategy for its first retirement solution. She has also held senior roles at PIMCO Australia and Zurich Investments, and earlier in her career worked as a derivatives trader in Dublin and London.

Caitriona holds a BA in International Business and Languages from Dublin University in Ireland.

Alex has 19 years’ experience as a portfolio manager and economist. As Senior 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

Genevieve has over 20 years' experience in financial services with roles in both the Australian and UK markets. As Head of Practice Growth, she is responsible for the holistic support of Drummond practices, enhancing their business growth and strategy, while also continuing to drive client growth for our business nationally.

Genevieve was most recently Senior Distribution Manager at Netwealth, with previous senior distribution roles at Insignia and ANZ Wealth. She also spent 5 years on the fixed income floor at M&G Investments in London. She began her career as an associate adviser and is also an established speaker, having held various industry roles as MC, podcast host and keynote speaker.

As Head of Distribution, Marc leads all client-facing activity across Drummond’s growing national business.

He brings over 14 years of financial services experience, joining from Allianz Retire+ where he spent three years as Strategic Account Manager, taking their retirement solutions to market. Before that, Marc worked at Deloitte for three years, advising investment and wealth managers on corporate and distribution strategies. His earlier career included roles at Lonsec and Goldman Sachs Asset Management, where at Goldmans, he supported the team’s management buyout and creation of Yarra Capital Management.

Marc holds a Bachelor of Business (Economics and Finance) and a Graduate Diploma in Financial Planning, both from RMIT University.

Mark brings over 20 years of experience in investment management, business development and consulting. As a Senior Asset Consultant, he plays a key role in representing Drummond’s investment philosophy and portfolio construction process. Mark supports our tailored portfolio solutions and broader investment service offering, working closely with advice practices to deliver strategic, client-focused outcomes.

Mark was previously a senior director of advice solutions and an investment specialist with Morningstar Investment Management with a focus on its multi-asset solutions. Prior to this Mark was an investment specialist and senior business development manager at Lakehouse Capital. Preceding this, Mark was a CIO and wealth management consultant for his own financial planning firm.

Mark has a Global Master of Business Administration from Macquarie University & Diplomas in both Financial Services (Planning) & Financial Markets with IIT & Securities Institute of Australia, respectively.

Matt has over 10 years' investment experience and joined the team in January 2021. As a Portfolio Manager across Drummond’s suite of private markets portfolios, Matt is responsible for the investment outcomes, including manager selection and portfolio construction. Matt also contributes to the overall manager research process and broader suite of portfolios.

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 completed his Bachelor of Commerce (Honours) from the University of Melbourne and is a CFA Charter holder.

Adele has over 10 years’ investment experience and joined the team in November 2022. As Head of Research, Adele leads 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 Charterholder.

Elliott has over 10 years financial services experience. As Head of Operations, Elliott oversees our business operations, investment operations and strategic partnerships. In addition, Elliott manages and refines product development, fund management, and implementation processes for Drummond.

Elliott was previously an Operations and Partnerships Manager for Findex, and prior to this he held management and accountancy roles at CBA and PDK Financial. He was also a professional AFL player with the Essendon Football Club for 4 years.

Elliott has a Bachelor of Commerce and a MBA (Distinction) from Deakin University and a Graduate Diploma in Strategic Management and Leadership.

Cameron has over 14 years’ experience in the financial services industry across wealth management, advice operations, AFSL leadership, compliance, and governance. He joined Drummond as Head of Implementation and Governance, where he is responsible for overseeing the implementation process for financial planning practices and advisers. Cameron works closely with internal teams and external stakeholders to ensure strong governance, operational efficiency, and the consistent delivery of high quality outcomes for clients.

Prior to joining Drummond, Cameron was Head of Advice and Licensee Services at a boutique advice firm, where he led advisory operations, licensee capability, and strategic business management. Before this, Cameron worked at BT Advice gaining broad experience in personal advice delivery, adviser development, and advice quality frameworks.

Cameron holds a Bachelor of Finance and an Honours degree in Investment Management from Nelson Mandela University in South Africa.

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Catherine brings 20 years of experience in financial services across business development and practice consulting.

As Regional Manager, Catherine is responsible for promoting and implementing Drummond’s holistic investment service and broader solutions to high-performing advice practices across New South Wales.

Prior to joining Drummond, Catherine held senior sales roles at North platform, AMP Financial Planning and Count Financial. Her career spans both corporate and entrepreneurial ventures, including extensive work consulting to advice firms in Western Australia.

Catherine holds an Advanced Diploma of Financial Planning from Deakin University and a Grad Diploma in Land Valuation from UTS.

With over 15 years’ experience across financial services, banking, and wealth management, Luke brings deep industry experience and a proven track record of fostering strong adviser relationships and driving business growth initiatives.

As Regional Manager, Luke is responsible for promoting and implementing Drummond’s holistic investment service and broader solutions to high-performing advice practices in across Western Australia.

Prior to joining Drummond, Luke spent five years with Colonial First State, most recently as a New Business Development Manager. His career began at Westpac in premium banking and subsequently spent 9 years as a financial adviser with BT, a boutique firm, and later his own practice.

Luke holds an Advanced Diploma of Financial Planning from Kaplan Business School.

Shyanshini has 10 years’ experience in financial services, banking, wealth management, and investment management.

As Business Development Manager at Drummond, she fosters and maintains relationships with financial advisers and key stakeholders, drives business growth, and promotes Drummond’s investment solutions. Her responsibilities also include adviser onboarding, coordinating educational programs, and helping advisers enhance their client offerings.

Previously, she spent nearly four years at Macquarie Group, most recently as Senior Associate in the Private Bank, supporting advisers with high-net-worth advice strategies, relationship management, investment execution, advice implementation, and portfolio reporting. Earlier, she held roles at CBA and SBM Bank.

She holds a Bachelor of Business and Marketing from Edith Cowan University.

Harry brings over 8 years’ experience in the financial services industry. In his role as Account Manager, he is responsible for managing relationships with many of our key clients across Australia. He works closely with advisers and support teams ensuring they’re well supported in the implementation and ongoing management of Drummond Managed Accounts.

Before joining Drummond in 2022, Harry held roles at ANZ, NAB, and Ord Minnett, gaining broad experience across agribusiness and commercial lending, private banking, and wealth advisory.

Harry holds a Bachelor of Agriculture from the University of Melbourne, a Graduate Certificate in Business from Melbourne Business School, and a Graduate Diploma in Financial Planning.

Jason has over 6 years’ of investment experience and joined the team in August 2025. As Analyst, Jason contributes to our manager research process as well as providing portfolio management support.

Jason previously spent 4 years at Generation Life, covering Australian and global fixed income strategies for the investment team. Prior to Generation Life, Jason spent 2 years working as an investment analyst at Alexander Funds Management in the portfolio management team providing credit analysis on Australian credit and private debt.

Jason completed his Bachelor of Commerce/Bachelor of Business Information Systems from Monash University, and is a CFA Level 3 candidate.

Riya brings over 4 years of experience in the financial services sector. As a Portfolio Analyst, she supports portfolio implementation and monitoring across multiple managed accounts. Riya works closely with the Investment Team in managing critical database and quantitative systems, supports quantitative analysis, and draws on her programming skills to streamline processes. She plays a key role in reporting, ensuring portfolio accuracy and compliance, client communication support, and trade execution.

Previously, Riya worked at Mercer as a Financial Analyst, at KPMG as a Risk Consultant, and completed an investment banking coverage internship at Crédit Agricole. She holds a Master of Finance from Monash University.

Aaron joined Drummond in December 2025 as a Quantitative Analyst in the investment team.

Aaron supports the firm’s investment process through the development and maintenance of quantitative models and systems, contributes to tactical asset allocation research, and assists with portfolio construction and analytics, risk reporting, and signal development used in portfolio positioning. Before joining Drummond, Aaron worked in AGL Energy’s Wholesale Markets division in Trading Analytics and previously gained experience at ANZ in a lending analyst role.

Aaron holds a Bachelor of Commerce (Actuarial) and a Diploma in Computing from the University of Melbourne and is a qualified Associate of the Actuaries Institute (AIAA).

Ben joined Drummond Capital Partners in October 2025 as an Associate and forms a central role in delivering a high-quality client servicing support to Drummond’s partner firms.

As a conduit between the investment and client team, Ben coordinates and executes the broad suite of client reporting and communications Drummond delivers to their community of advisers and clients. Ben also works closely with advisers and their support teams ensuring the smooth implementation and ongoing management of Drummond’s investment services and solutions.

Before joining Drummond, Benjamin gained experience in financial services working in various consulting roles and most recently worked at a financial advice practice in Melbourne.

Ben is currently completing a Bachelor of Commerce at the University of Melbourne.

Mark has been a senior investment professional for over 35 years in some of the world’s most recognisable financial institutions including the World Bank and Tudor Investment Corporation.

Mark spent 23 years with Tudor Investment Corporation, one of the world’s pre-eminent hedge funds. He served as a fixed income portfolio manager before managing their quantitative trading operations. He was a member of the Management, Strategy and Capital Allocations Committees, and was a Member of the Board of Directors for 16 years. Mark also spent 7 years at the World Bank, culminating in his role as Co-Chief Investment Officer of the Investment Department.

Mark holds an MBA from Harvard University, Bachelor of Commerce and Bachelor of Law (Hons) from the University of Melbourne and is a GAICD. Currently, Mark chairs the investment committee for a high net worth family office and is a member of the investment committees of Berry Street (a Victorian not for profit), Melbourne Grammar School and an advisor to the Melbourne Football Club investment committee.

Peter has nearly 40 years of experience in financial services in Australia and overseas.

After holding senior executive positions at Bank of America and BZW in London, Peter returned to Australia where he held senior roles between 1997 and 2008 at ANZ including Group Managing Director Institutional, and Chief Risk Officer.  Peter then served as CEO of investment and wealth management business, Myer Family Investments, from 2009 – 2016. Peter is now the Chair of the Board Risk Committee at Judo Capital (ASX:JDO) and is also Non-Executive Director and Chair of Risk and Compliance of The Star Entertainment Group (ASX:SGR).

Peter holds a MA (Honours) in Law from Cambridge University UK. He also serves as a director of Planum Capital Partners and is a member of Trinity College Investment Management Committee.

Shannon has extensive experience in all aspects of corporate and commercial law with particular depth in Corporations Act matters relating to corporate governance, capital raisings and mergers and acquisitions as well as ASX matters.

Shannon has also practised extensively in the Australian financial services sector and provides detailed advice and guidance on ASIC licensing requirements and managed investment schemes.