Meet The Team
We are proud to work with Consilium who provide back office support and independent investment research
Damon O’Brien

Damon O’Brien

Head of Investment Research

Damon has worked in financial services for more than two decades. Both as an adviser and in adviser support, Damon has extensive experience in portfolio management and implementation.

Qualifications:

  • BCom Economics, Operations Research
  • Chartered Financial Analyst (CFA)
  • Postgraduate Diploma in Business Studies
Mitchell Bristow

Mitchell Bristow

Head of Research

Mitchell returned to New Zealand after a number of years working in Hong Kong as a Quantitative Analyst and Risk Manager for funds across a broad range of investment strategies.

Qualifications:

  • BSc Statistics
  • BCom Management Science
  • Chartered Financial Analyst (CFA)
Professor Ben Marshall

Professor Ben Marshall

Independent Academic Consultant

Professor Ben Marshall is based Massey University, Palmerston North and works with our investment Committee as an Independent Academic Consultant, with a particular focus on governance, analytical support and policy review.
His research has been published in leading international journals and he is a regular speaker at international finance conferences. Professor Marshall is currently ranked in the top 1% of authors based on downloads of his working papers.