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.

Tim Lumb

Tim Lumb

Investment Analyst

In his role as Investment Analyst, Tim supports the Investment Committee in the provision of quality investment solutions and related services to partner firms.

Qualifications:

  • BSc (Honours) Mathematics
  • BCom Economics
Calvin Scott

Calvin Scott

Investment Administration

Calvin supports the Consilium Investment Committee by providing quality investment solutions, and is a central point for managing investment related communications.
Qualifications: BCom Economics & Finance

Georgie Newman

Georgie Newman

Administration Support

Georgie provides technical and administrative support. Having spent eight years working various roles within the insurance industry, Georgie has a solid customer service background and a passion for helping others.
Natasha Van Koeverden

Natasha Van Koeverden

Administration Support

Natasha is on the front-line ensuring clients are getting a seamless experience with their investments. Natasha graduated with a bachelor in primary education from the University of Canterbury with excellence endorsement.