Board

Steve Nichols
Steve Nichols
(DIP BUS, DIP MGT)
Independent Non-Executive Director
Mike Taylor
Mike Taylor
(BBS, NZX DIP)
Executive Director, Founder & CEO
Ana-Marie Lockyer
Ana-Marie Lockyer
(BCOM, DIP GRAD)
Independent Non-Executive Director
Roger Kerr
Roger Kerr
(BCom, ACA, FCTP, FNZIM)
Independent Non-Executive Director
Lance Jones
Lance Jones
(BCOM, ACA)
Executive Director, COO & CFO
Dr Roy Knill
Dr Roy Knill
(BHB, MBCHB, FRNZCGP)
Independent Non-Executive Director

Investment

Mark Devcich
Mark Devcich
(BCOM, LLB, CFA, CA)
Chief Investment Officer
Victoria Harris
Victoria Harris
(BCOM)
Senior Investment Analyst & Portfolio Manager
Paul Gregory
Paul Gregory
Group Head of Investments
Mike Taylor
Mike Taylor
(BBS, NZX DIP)
Executive Director, Founder & CEO
Chris Bainbridge
Chris Bainbridge
(BA, LLB HONS, CFA)
Senior Investment Analyst & Portfolio Manager
Doug Jopling
Doug Jopling
(BSC HONS, CA)
Senior Investment Analyst & Portfolio Manager
Bianca Fledderus
Bianca Fledderus
(MSC, BBA)
Investment Analyst & Portfolio Manager
Mike Ross
Mike Ross
(MCOM, BA)
Senior Investment Analyst
Guy Thornewill
Guy Thornewill
(BA HONS, CFA)
Head of Research UK and Europe & Senior Investment Analyst
Katharina Battenhausen
Katharina Battenhausen
(BCOM)
Assistant Investment Analyst
Amanda Ward
Amanda Ward
Investment Dealer

Pie Wealth

James Paterson
James Paterson
(BBS, GDFS, AFA)
Head of Wealth
Simon Hepple
Simon Hepple
(BA, GDBS, AFA, CFP)
Wealth Adviser
Rob Glasgow
Rob Glasgow
(BBUS, AFA)
Wealth Adviser
Sam de Court
Sam de Court
(BCOM, CA, AFA)
Wealth Adviser

Client Services

Gareth Biggs
Gareth Biggs
(BSC, GDF)
Head of Client Services
Mark Bull
Mark Bull
(BCOM, LLB, CA, AFA)
Senior Relationship Manager
Kim Davis
Kim Davis
(DIP CA)
Client Services Manager
Catherine Mueller
Catherine Mueller
(BA)
Client Services Manager
Tanja Ritson
Tanja Ritson
Events Manager (Maternity Leave)
Amelia Smith
Amelia Smith
(BA, DIP LANG)
Relationship Manager
Sam Kingstone
Sam Kingstone
(BCOM, GDBS FIN)
Relationship Manager

Operations & Compliance

Lance Jones
Lance Jones
(BCOM, ACA)
Executive Director, COO & CFO
Victoria Loveday
Victoria Loveday
(BA, LLB, GDLP)
Senior Legal Counsel & Compliance Manager (Maternity Leave)
Shannon Glover
Shannon Glover
(BBIM, GDBUS, CA)
Group Financial Controller
Anne Kleyn
Anne Kleyn
EA to the CEO
Tilly Liebenberg
Tilly Liebenberg
(DIP BUS)
Business Manager
Rebecca Bradley
Rebecca Bradley
(BACC, GDBL)
Management Accountant
Chloe Winterburn
Chloe Winterburn
(BCOM, BTM)
Reception, Events and Operations Manager