People
The Tria team is one of the deepest pools of specialised wealth and asset management industry expertise in Australia, or indeed anywhere. We pride ourselves on the quality of our people and an exceptionally low turnover rate, which ensures that client and market knowledge is retained for the long term.
Andrew Baker
Managing Partner
M.Sc. (Distinction), Sloan Fellow, London Business School
Experience
Andrew has 23 years’ wealth management experience, across major markets in Australia, Asia, the UK and US. Roles have included private client research, product development and management, marketing and general management.
Prior to establishing Tria in 2004, Andrew was Director of Products at Rothschild Asset Management. Other roles have included Head of Corporate Superannuation at CBA.
At Tria, Andrew focuses on research, strategy, and complex new products and restructures.
Andrew has had several articles published, including two in JASSA discussing the meaning of product management in financial services; and why key people stay at their asset management firms.
Mobile +61 (0) 424 048 895 | Email abaker@triapartners.com
Mark Watmore
Partner
M. Bus (Marketing), UTS
Experience
Mark has 16 years’ experience in the wealth management industry. Mark has particular expertise in project managing the development of new financial products.
Prior to joining Tria in 2004, Mark was Head of Products at Finium Financial Services. He also held senior product roles at Rothschild Australia and BT Funds Management.
At Tria, Mark focuses on product design, implementation and project management
Mobile +61 (0) 408 335 685 | Email mwatmore@triapartners.com
Oliver Hesketh
Senior Consultant
CFA, B. Bus. (Distinction), Monash University
Experience
Oliver has 9 years’ experience in the wealth management industry, including three years in the UK. Roles have included product management, product development and marketing.
Prior to joining Tria, Oliver gained experience as a Product Manager at Leveraged Equities and the London Stock Exchange, where he focused on alternative trading products including ETFs, structured products, commodities and warrants.
At Tria, Oliver focuses on product development and product management, with a specialisation in ETFs.
Mobile +61 (0) 432 838 629 | Email ohesketh@triapartners.com
Lucy Pryor
Senior Consultant
B.Bus (International Business), UTS
Experience
Lucy has 15 years’ experience in the wealth management industry. Roles have included product development, product management, marketing, business development and general management.
Lucy also serves as a non-executive director on various Boards and is a member of the Australian Institute of Company Directors.
Prior to joining Tria, Lucy was previously Head of Super at Virgin Money Australia. She has also held various senior roles with BT Financial Group including Head of Retail products.
At Tria, Lucy focuses on product development and management, and project management across products and platforms.
Mobile +61 (0) 402 206 187 | Email lpryor@triapartners.com
Chris Hurst
Senior Consultant
B. Bus (Marketing), Charles Sturt
Experience
Chris has 12 years’ experience in the wealth management industry. His roles have included product development and management, strategy, and business development.
Prior to joining Tria, Chris was Senior Manager, Institutional Sales at Perpetual. He also held various senior roles with Perpetual including General Manager - Product Strategy.
At Tria, Chris focuses on product development and management, strategy, research and project management.
Mobile +61 (0) 404 697 190 | Email churst@triapartners.com
William Fraser
Consultant
BCom (Finance), BEcon (International Trade & Finance), The University of Queensland
Experience
William most recently worked for ING Investment Management providing strategy support for the local CEO, Executive Committee and Strategic Business Development Team, and has previously had product and project roles with ING in Hong Kong and The Netherlands. William is completing the Master of Applied Finance program through Macquarie University.
At Tria, William focuses on research, product management and product development.
Mobile +61 (0) 448 700 212 | Email wfraser@triapartners.com
Jack Gorrie
Consultant
B. Bus (Economics & Management), UTS
Experience
Jack most recently worked at Morningstar as a Research Analyst. He was responsible for conducting qualitative research on Australian and New Zealand fund managers and their funds. This included both domestic and international investment strategies, covering all asset classes.Jack has passed the Level I CFA examination, and is currently a candidate for the Level II examination.
At Tria, Jack focuses on research, product management and project management.
Mobile +61 (0) 408 748 660 | Email jgorrie@triapartners.com