Board

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

Investment

Mark Devcich
Mark Devcich
(BCOM, LLB, CFA, CA)
Chief Investment Officer
Paul Gregory
Paul Gregory
Group Head of Investments
Mike Taylor
Mike Taylor
(BBS, NZX DIP)
Executive Director, Founder & CEO
Victoria Harris
Victoria Harris
(BCOM)
Senior Investment Analyst & Portfolio Manager
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
Mike Ross
Mike Ross
(MCOM, BA)
Senior Investment Analyst
Bianca Fledderus
Bianca Fledderus
(MSC, BBA)
Investment Analyst & Portfolio Manager
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

Client Services

Gareth Biggs
Gareth Biggs
(BSC, GDF)
Head of Client Services
Sam de Court
Sam de Court
(BCOM, CA)
Head of Business Development
Mark Bull
Mark Bull
(BCOM, LLB, CA)
Relationship Manager
Kim Davis
Kim Davis
(DIP CA)
Client Services Manager
Tanja Ritson
Tanja Ritson
Events Manager (Maternity Leave)
Ashleigh Whitmore
Ashleigh Whitmore
(BD)
Graphic Designer

Operations & Compliance

Lance Jones
Lance Jones
(BCOM, ACA)
Executive Director, COO & CFO
Matt Laurenson
Matt Laurenson
(BLS, DIP POL)
Head of People and Culture
Victoria Loveday
Victoria Loveday
(BA, LLB, GDLP)
Senior Legal Counsel & Compliance Manager (Maternity Leave)
Anne Kleyn
Anne Kleyn
EA to the CEO
Marie Ovel
Marie Ovel
Compliance Analyst
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