Tracey McNaughton

Chief Investment Officer / Partner at Escala Partners

Tracey McNaughton is a Chief Investment Officer at Escala Partners with over 20 years of experience in investment strategy across fixed income and asset allocation. They also hold the title of Non-Executive Director at Winston Churchill Trust (Australia) and have worked in various roles at companies such as Wilsons, UBS, Colonial First State Global Asset Management, Baillie Gifford, BT Financial Group, Credit Suisse First Boston, and Westpac Investment Management. They hold a CFA from the Association for Investment Management and Research and have degrees in Economics from UNSW and University of Newcastle.

Location

Sydney, Australia

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Escala Partners

Escala Partners is the new standard in personalised wealth management. Everything we do is designed to put our clients’ interests first and realise their financial aspirations. We develop tailored strategies focused on creating and preserving wealth; offer objective, considered advice based on market-leading research; and work collaboratively as a team so we can deliver superior outcomes. This is our point of difference: a completely new experience in wealth management. Escala Partners Pty Ltd. is a Corporate Authorised Representative of Escala Wealth Management Pty Ltd (AFSL 456207). Our important information can be seen at https://escalapartners.com.au/important