We are delighted to announce promotions to four of our team.
Claire Casucci climbs to the rank of Principal Consultant, while Brad Purkis has been made a Senior Consultant. Fisher Yu and Vivian Xu, from our Capital Markets and Asset Allocation Team, have both been promoted into the role of Quantitative Research Consultant.
Claire, who started at the firm six years ago after a career with ANZ Private, leads Frontier’s Adelaide based presence where she has helped build a strong and growing pool of South Australian based clients, including the University of Adelaide, Return to Work SA and Perks Private Wealth.
Brad has moved quickly through the ranks having joined Frontier as an Associate in 2021, after five years in funds management. Brad works with a number of our clients but is also a senior member of the equities research team with a heavy involvement in manager due diligence and specialist consulting advice.
Frontier has boosted its quantitative and econometric capability in recent years and two members of that team have been elevated to the newly created role of Quantitative Research Consultant. Dr Fisher Yu and Dr Vivian Xu both have a focus on macroeconomic analysis and quantitative research and modelling and will work closely with Director of Investment Strategy, Chris Trevillyan.
Frontier Advisors CEO, Andrew Polson, is pleased to see people rising through the firm’s ranks.
“We’ve recruited a number of excellent people in recent years as our client numbers have grown and as the nature of support our clients are looking for has expanded – and we’re still doing that of course. But it’s always especially pleasing to see existing staff develop and rise through the business and we’re delighted to be able to reward talent and hard work through this latest round of promotions,” said Polson.
Frontier has a long-standing reputation for finding and creating investment professionals of the highest calibre. That’s well known in the industry. These folks are continuing that tradition in terms of the capability of our consulting team and we’re enormously proud of them as colleagues.”
