FISHER FUNDS MANAGEMENT LIMITED - Key Persons

David has over 35 years' experience in investment banking, funds management, property investment and retail banking where he developed a deep understanding of fiduciary duties to investors and risk considerations. Previous executive roles include Chief Executive of Investec Bank (Australia) Ltd, BT Financial Group, MLC Limited and Lloyds Merchant Bank. David is currently a non-executive director and Chairman of Charter Hall Group, Chairman of AUB Ltd, Chairman of Resolution Life Australia Pty Limited, and was previously a non-executive director of AMP Ltd, and an executive director of Lend Lease Corporation Ltd.

David McLeish

Job Titles:

Member of the Investment Team
Head of Fixed Income

Delano Gallagher

Job Titles:

Member of the Investment Team
Senior Investment Analyst

Doug Booth

Job Titles:

Member of the Product & Compliance Team
Senior Product Manager

Edward F. Sippel

Job Titles:

Director ( Appointed - August 2017 )

Elizabeth Robertson

Job Titles:

Member of the Product & Compliance Team
Head of Risk & Compliance

Elliott Young

Job Titles:

Member of the Advice Team
Senior Wealth Management Adviser

Forest Liu

Job Titles:

Senior Wealth Adviser, Auckland

George Ring

Job Titles:

Senior Client Adviser

Gerard Shortall

Job Titles:

Member of the Advice Team
Senior Wealth Management Adviser ( Wellington )

Gianni Thapliyal

Job Titles:

Partnership Support Manager

Greg Hayton

Job Titles:

Member of the Investment Team
Fixed Income Portfolio Manager & Trader

Guy Sloan

Job Titles:

Member of the Advice Team
Head of Advice Development

Harry Smith

Job Titles:

Member of the Investment Team
Portfolio Manager

Hassan Qaiser

Job Titles:

Senior Client Adviser

Helen Ottow

Job Titles:

Wealth Administration Manager

James Camons

Job Titles:

Wealth Adviser, Auckland

James McEwen

Job Titles:

KiwiSaver & Managed Funds Specialist

Jaron Wilson

Job Titles:

Member of the Investment Team
Wholesale Client Execution & Reporting Manager

Jay Bester

Job Titles:

Wealth Adviser, South Island

Jennifer Moxon

Job Titles:

Professional Director

Jennifer is a Professional Director and holds a number of governance roles working in both the private and public sectors. She is currently a Director at Port Marlborough, and previously held roles at Transpower, Victoria University, Open Polytechnic and NZTE. Jennifer currently holds Board advisory roles at MBIE and is an experienced board committee chair in particular health and safety, people and capability, and an experienced board member in audit and risk and investments. Jennifer previously spent over 20 years working internationally in senior leadership roles at IBM. Working in the technology industry has enabled Jennifer to bring strategic skills to the Board room as companies evaluate and prepare for their future in a rapidly changing business environment. Combined with global leadership experience, and customer and business transformation, Jennifer has practical knowledge and insights regarding customer engagement and experience, market expansion and business model transformation. Jennifer works with STEM graduates as a professional Mentor at Victoria University.

Jeremy Wilson

Job Titles:

Senior Client Adviser

Jody Kaye

Job Titles:

Integration Programme Lead - Product and LRAC

John Broad

Job Titles:

Senior Wealth Adviser, Auckland and Northland

Jon Knibbs

Job Titles:

Senior Manager Partnerships

Kade Kampsof

Job Titles:

Investment Analyst
Member of the Investment Team

Kate Meyers

Job Titles:

Member of the Investment Team
Head of Institutional

Laura O'Reilly

Job Titles:

Member of the Advice Team
Senior Wealth Management Adviser

Lauren Walker

Job Titles:

Wealth Administration Manager

Louise O'Brien

Job Titles:

Member of the Advice Team
Senior Wealth Management Adviser

Luke O'Donovan

Job Titles:

Member of the Investment Team
Macro Investment Analyst

Lyle McNee

Job Titles:

Member of the Investment Team
Senior Investment Analyst

Marcus Wild - CMO

Job Titles:

Chief Marketing Officer
Member of the Leadership Team

Mark Brighouse

Job Titles:

Chief Investment Strategist
Member of the Investment Team

Mark Lazberger

Job Titles:

Director ( Appointed - October 2020 )

Matt Logan

Job Titles:

Member of the Investment Team
Senior Investment Analyst

Matt Peek

Job Titles:

Member of the Investment Team
Portfolio Manager

Michael Bacon

Job Titles:

Member of the Investment Team
Senior Investment Analyst

Michael Berk

Michael co-leads TA's North America Services Group and focuses on investments in business and financial services companies. Michael is a member of TA's Core Investment and Portfolio Committees, and he also has responsibility for supporting TA's Hong Kong office. He joined TA in 2004 and has more than 20 years of experience in the private equity industry. Michael's primary focus is in the business services industry, but he has also sponsored investments in healthcare, telecommunications, consumer and financial services sectors during his career. Michael has partnered with dynamic management teams to drive growth and value creation, both organically and through add-on acquisitions. Michael currently serves on the boards of OMNIA Partners, Towne Park, Truck Hero and Yarra Capital Management. Michael was educated at Harvard, earning undergraduate degrees as well as an MBA from the Business School.

Michael Truong

Job Titles:

Wealth Administration Manager

Michele McGaughran

Job Titles:

Senior Wealth Adviser, Wellington / Upper South Island

Nefe Teare

Job Titles:

Senior Client Adviser

Nicholas Grant

Job Titles:

Senior Client Adviser

Nicholas Smith

Job Titles:

Member of the Advice Team
Senior Wealth Management Adviser ( Christchurch )

Nilesh Mistry - COO

Job Titles:

Chief Operating Officer
Member of the Leadership Team

Paula D'Aragon

Job Titles:

Wealth Administration Manager

Pauline Stockill - CHRO

Job Titles:

Chief People Officer
Member of the Leadership Team

Pearl Simeli

Job Titles:

Partnership Support Manager

Philip Tong

Job Titles:

Member of the Investment Team
Investment Compliance Analyst

Quin Casey

Job Titles:

Member of the Investment Team
Credit Portfolio Manager

Rachel Staub

Job Titles:

Wealth Administration Manager

Rebecca Nolan

Job Titles:

Advice Assurance Specialist

Rebekah Swan

Job Titles:

Member of the Investment Team
Responsible Investment Adviser

Robbie Urquhart

Job Titles:

Member of the Investment Team
Head of Australian Equities

Roger Browne

Job Titles:

Private Investment Adviser

Ruby Yan

Job Titles:

KiwiSaver & Managed Funds Specialist

Ryan Eagar

Job Titles:

Director ( Appointed - December 2023 )
Trustee at TOI Foundation

Ryan is a Trustee at TOI Foundation, our majority shareholder. He is the currently the chair of two private companies, a member of the Institute of Directors, and a founding member of Launch Taranaki. Ryan has over 20 years of experience in the finance and investment sector with companies of all sizes. After stints living in Japan, France and the UK, Ryan returned to NZ and worked in senior roles across insurance (AIG, Allianz), finance, investment (Macquarie), private equity and venture capital.