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Brad ScottFounder, CEO and Managing Director
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Brad is the founder and Managing Director of EWM Group and has been in the finance and investment industry since 1986.
Prior to forming EWM Group in 2005, Brad held the position of Executive Director of Goldman Sachs JBWere, where he jointly established the Private Wealth Management division within Queensland. Previous to his years at Goldman Sachs JBWere, Brad spent 12 years with one of Australia’s major banks across various private banking, commercial finance, and senior management roles. Brad’s background and experience encompasses investment management, commercial finance, private and investment banking, family governance and education, and philanthropic advice. The large majority of his experience has been focused on affluent individuals, multi-generational families, and the not-for-profit sector. Brad holds qualifications in Accounting as well as a Bachelor of Business (Banking and Finance) from Queensland University of Technology. He is also a member of the Australian Institute of Company Directors. Brad is actively involved with a number of philanthropic endeavors, including holding an advisory board position with the Adam Scott Foundation, being a Foundation Fund member for Bravehearts and sitting on the investment committee for a number of groups including private foundations and indigenous organisations. |
Simon BartlettHead of Investments
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Simon holds extensive experience in global markets and funds management. Prior to joining the firm, Simon was Head of Global Trading and Research for a single-family office based in Sydney. Previous to this, Simon held various senior positions at Societe Generale and Macquarie Bank.
Over the course of his career, Simon has specialised in the management of proprietary trading mandates, target investment portfolios, and multi-strategy solutions, across all major asset classes. He has also served on the executive fundraising committee for Barnardos Australia (our nation’s oldest children’s charity). |
Katrina ScottHead of Communications and Manager, Institute for Family Wealth
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Katrina joined EWM Group in 2017 following a 20-year legal career with one of Australia’s leading law firms and also as a senior Inhouse Counsel with one of Australia’s leading financial institutions.
She is responsible for communications for EWM Group and managing and implementing the requirements for the Institute of Family Wealth. Katrina holds a Bachelor of Laws (Honours) and a Bachelor of Business degree. Her background in law, business, banking and education training for institutional advisors provides the necessary valuable skills for the benefit of the Institute for Family Wealth and our clients. |
Paul BrownFinancial Controller / Head of Finance
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Paul is EWM Group’s Financial Controller and Head of Finance.
Paul has broad experience in accounting and finance, as well as operations management and taxation. Prior to joining the firm, Paul was the Practice Manager with a prominent chartered accounting firm. Paul’s other previous roles before this were in Australia and the UK, primarily in technology, hospitality and mining resource enterprises where he held various senior management positions. Paul is a Fellow of CPA Australia and a Registered Tax Agent. |
Sarah BeresfordHead of Client Services
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Sarah has been a member of the EWM Group team since 2009.
Sarah’s holds an established background in client relationships within Funds Management and Property Consulting. Sarah oversees our Client Relationship Teams, ensuring that our leading global best practice standards are maintained across all our client communications and engagements. Sarah holds a Bachelor of Business with a double major in Finance and Commerce, she also holds a Diploma in Financial Services. |
Peter DoukasSenior Portfolio Manager
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Peter is a Senior Portfolio Manager with the firm.
Prior to joining EWM Group, Peter’s worked with a boutique investment firm as a research manager, directly overseeing the portfolios of several high-net-worth families. Peter also has experience working in the major banks within private wealth and banking. Peter holds a Master of Business Administration from Macquarie University. Peter is also a board member of WayAhead for the Mental Health Association of NSW. |
Adriana CardozoBusiness Operations Manager
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Adry initially joined the EWM Group as a Client Associate, before moving to her current role of operations manager.
Prior to joining the firm, Adry’s worked for several years with a well-known family office based in South America and the United States in an operations focused role. Adry holds a Bachelor of Economics and has significant experience in project management and business administration. |
Lachlan QuinnPortfolio Manager
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Lachlan initially joined EWM Group as a Client Associate following several years working as a strategy analyst in the private wealth sector. Prior to that, Lachlan worked in the technology space for a few different start-up companies in Australia and the United Kingdom.
Lachlan holds a Bachelor of Commerce and a Master’s in Applied Finance. |
Ryan BarclayClient Associate – Brisbane
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Ryan is our Client Associate based in Brisbane with a strong analytical mindset and exceptional problem-solving skills.
A self-starting individual with a Batchelor’s degree in Business and extensive training and knowledge in Governance Practices, project management, corporate actions, stakeholder engagement and client relations. |
Olivia RyanClient Associate – Sydney
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Olivia joins our Sydney team with experience in support analysis, and a passion for wealth management and supporting clients.
She is a graduate of Bachelor of Business, majoring in Economics and IT, with a background in financial software support. Olivia is deeply committed to delivering exceptional client services. |
Keryn ShippExecutive Assistant
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Keryn joins us as a highly experienced EA working for successful private families, professional services firms and other private organisations and entrepreneurs.
She is responsible for supporting our Managing Director, Brad Scott. |