Board

Mike Taylor
Mike Taylor
(BBS, NZX DIP)
Founder, CEO & CIO
Steve Nichols
Steve Nichols
(DIP BUS, DIP MGT)
Independent Director & Chairman of the Board and Remuneration Committee
Jacqueline Taylor
Jacqueline Taylor
(BSC, GRADDIPTCH (PRIMARY))
Non-Independent Director & Chairman of the JUNO KiwiSaver Scheme and Charitable Committees
Dr Roy Knill
Dr Roy Knill
(BHB, MBCHB, FRNZCGP)
Independent Director & Chairman of the Investment Committee
Roger Kerr
Roger Kerr
(BCOM (Accounting), ACA)
Independent Non-Executive Director & Chairman of the Risk and Compliance Committee
Lance Jones
Lance Jones
(BCOM (Accounting), ACA)
Executive Director, COO & CFO, Chairman of the Wealth and Advisory Committee

Investment

Mike Taylor
Mike Taylor
(BBS, NZX DIP)
Founder, CEO & CIO
Paul Gregory
Paul Gregory
Head of Investments
Mark Devcich
Mark Devcich
(BCOM, LLB, CFA, CA)
Head of Research & Portfolio Manager
Victoria Harris
Victoria Harris
(BCOM (FINANCE AND ECONOMICS))
Senior Investment Analyst & Portfolio Manager
Guy Thornewill
Guy Thornewill
(BA (HONS), CFA)
Head of Research UK and Europe & Senior Investment Analyst
Amanda Ward
Amanda Ward
Investment Dealer
Chris Bainbridge
Chris Bainbridge
(BA, LLB (HONS), CFA)
Senior Investment Analyst & Portfolio Manager
Chris Wright
Chris Wright
(BCOM)
Managing Director Pie Funds UK Ltd & Senior Investment Analyst
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 (Finance), BA)
Senior Investment Analyst & Portfolio Manager

Pie Wealth

James Paterson
James Paterson
(BBS, GRAD DIP FINANCIAL SERVICES, AFA)
Head of Wealth
Simon Hepple
Simon Hepple
(BA, GRAD DIP BUS STUDIES, AFA, CFP)
Wealth Adviser

Client Services

Gareth Biggs
Gareth Biggs
(BSC, DIP GRAD)
Head of Client Services
Sam de Court
Sam de Court
(BCOM, CA)
Head of Business Development
Renei Kingi
Renei Kingi
(BC)
Relationship Manager
Mark Bull
Mark Bull
(BCOM, LLB, CA)
Relationship Manager
Elliott Jackson
Elliott Jackson
Hawke's Bay Regional Manager
Kim Davis
Kim Davis
(DIP CA)
Client Services Manager
Katharina Battenhausen
Katharina Battenhausen
(BCOM)
Client Services Assistant
Tanja Ritson
Tanja Ritson
Events Manager
Ashleigh Whitmore
Ashleigh Whitmore
(BD)
Graphic Designer

Operations & Compliance

Lance Jones
Lance Jones
(BCOM (Accounting), ACA)
Executive Director, COO & CFO, Chairman of the Wealth and Advisory Committee
Victoria Loveday
Victoria Loveday
(BA, LLB, GDLP)
Senior Legal Counsel & Compliance Manager
Anne Kleyn
Anne Kleyn
EA to the CEO
Marie Ovel
Marie Ovel
Compliance Analyst
Matt Laurenson
Matt Laurenson
(BLS, DIP POL)
HR and Operations Manager
Tilly Liebenberg
Tilly Liebenberg
(DIP BUS (Accounting))
Business Manager
Rebecca Bradley
Rebecca Bradley
(BACC, GDBL)
FINANCIAL ACCOUNTANT