Meet the team

Milford’s ongoing success is due to the talent and passion of its people. We all invest in Milford and strive to ensure we deliver top quality service, innovative products and consistent long-term performance. Take a moment and meet the people who make Milford one of New Zealand’s most respected investment companies.

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Brian Gaynor

Head of Investments

Brian is an Executive Director of Milford Asset Management, Head of Investments, Chairman of Milford’s Investment Forum and Private Equity Investment Committee. Brian’s career includes roles as a...

Brian is an Executive Director of Milford Asset Management, Head of Investments, Chairman of Milford’s Investment Forum and Private Equity Investment Committee.

Brian’s career includes roles as a Partner and Head of Research at stockbrokers Jarden & Co, and a member of the New Zealand Stock Exchange. He has also been a board member of a number of listed and public owned entities, including the Guardians of the New Zealand Superannuation Fund. He is also one of the original founders of Milford Asset Management and was Portfolio Manager of the Milford Active Growth funds (Unit Trust and KiwiSaver) from their establishment in 2007 until April 2017.

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Charlie Dent

Head of Premier Client Services

Charlie joined Milford and the Premier Client Services Team in April 2013, after emigrating from the UK in late 2012. Since joining Milford, Charlie has focussed on delivering...

Charlie joined Milford and the Premier Client Services Team in April 2013, after emigrating from the UK in late 2012.

Since joining Milford, Charlie has focussed on delivering exceptional service to Milford clients within the Premier Service, and now leads the team in that service.  Back in the UK he was employed by the wealth management firm, Brewin Dolphin. As a junior investment manager there, he helped to manage client portfolios which consisted of equities, bonds and managed funds for individuals, companies and charitable trusts. Upon moving to New Zealand, Charlie took up a role as a paraplanner in ASB’s wealth management team before moving to Milford.

Charlie holds a 1st class honours degree in Economics & Management Science from the University of Stirling in Scotland.

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Matthew Thomas

Operations Associate

As Operations Associate, Matt is involved with investment operations, system administration and project work for the Product and Operations team. Since joining Milford in June 2014, Matt has...

As Operations Associate, Matt is involved with investment operations, system administration and project work for the Product and Operations team. Since joining Milford in June 2014, Matt has held various roles including Team Leader for the Client Services Team.

Matt holds a Bachelor of Commerce majoring in Finance and a Bachelor of Science majoring in Statistics from Otago University.

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Mark Rosevear

Retail Client Services Manager

Mark is responsible for managing the Client Services team who service members in our Milford KiwiSaver Plan and Unit Trust PIE Funds.  Mark joined Milford in Jan 2015...

Mark is responsible for managing the Client Services team who service members in our Milford KiwiSaver Plan and Unit Trust PIE Funds.  Mark joined Milford in Jan 2015 as Wholesale Client Manager and then moved to the Retail Client Servicing team in Feb 2017.

Prior to Milford, Mark worked for Citibank N.A. (New Zealand branch) where he spent just under 4 years as a Sales / Client Executive. Prior to that he spent over 15 years with Trustees Executors as Head of Business Development and in Corporate Trustee roles.

Mark is a member of INFINZ and the New Zealand Institute of Chartered Accountants, having completed a Bachelor of Commerce at Canterbury University majoring in Accountancy and Business Administration.

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Kristen Yong

Investment Performance and Risk Analyst

Kristen joined Milford in August 2015 and is responsible for producing a wide range of internal and external performance reporting and analytics independently of the investment team. She...

Kristen joined Milford in August 2015 and is responsible for producing a wide range of internal and external performance reporting and analytics independently of the investment team. She reports on, evaluates and reviews performance, risk and fees, as well as key regulatory performance and analytical reporting. Prior to that, she spent close to four years as an Associate at Redward Associates Limited, conducting economic and foreign currency research as well as financial and econometric modelling. Kristen graduated from the University of Auckland in 2011 with a Bachelor of Commerce (First Class Honours in Finance). During her undergraduate studies, she double majored in Accounting and Finance. Kristen is a CFA Charterholder.

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Troy Swann

Chief Executive Officer

Troy joined Milford as Chief Executive Officer in October 2016.  With more than 20 years experience in the financial services industry, Troy’s previous role was General Manager Distribution...

Troy joined Milford as Chief Executive Officer in October 2016.  With more than 20 years experience in the financial services industry, Troy’s previous role was General Manager Distribution & Boutique Partnerships at NAB Asset Management, where he drove the build-out of the bank’s asset management businesses, leading the acquisition and establishment of boutique investment management firms across a wide range of asset classes in Australia, the United Kingdom, United States, Canada and Asia.  Prior to that, Troy undertook a variety of strategic roles at NAB and MLC, including General Manager Strategy in National Wealth Management.  During the earlier part of his career, Troy worked as a consultant at Andersen Consulting (now Accenture) and as an economist at the Reserve Bank of Australia.

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Brian Gaynor

Head of Investments

Brian is an Executive Director of Milford Asset Management, Head of Investments, Chairman of Milford’s Investment Forum and Private Equity Investment Committee. Brian’s career includes roles as a...

Brian is an Executive Director of Milford Asset Management, Head of Investments, Chairman of Milford’s Investment Forum and Private Equity Investment Committee.

Brian’s career includes roles as a Partner and Head of Research at stockbrokers Jarden & Co, and a member of the New Zealand Stock Exchange. He has also been a board member of a number of listed and public owned entities, including the Guardians of the New Zealand Superannuation Fund. He is also one of the original founders of Milford Asset Management and was Portfolio Manager of the Milford Active Growth funds (Unit Trust and KiwiSaver) from their establishment in 2007 until April 2017.

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Sarah Mitchell

Head of Marketing and Client Experience

Sarah is the Head of Marketing and Client Experience at Milford, responsible for promoting Milford’s Funds and services and the growth and enhancement our client interactions and experience....

Sarah is the Head of Marketing and Client Experience at Milford, responsible for promoting Milford’s Funds and services and the growth and enhancement our client interactions and experience. The marketing team that Sarah heads supports the various client facing areas of the business and Milford’s sponsorship program.

Since joining Milford in 2010, Sarah has held roles across Client Services, Product and Marketing.

Prior to working with Milford she was employed by Hastings Funds Management in Melbourne, Australia, working within Investor Relations and marketing.

Sarah has a Bachelor of Commerce and a Bachelor of Arts (Psychology) from the University of Auckland.

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Michelle Corse-Scott

Head of Risk & Compliance & General Counsel

Michelle joined Milford as Head of Risk & Compliance & General Counsel in February 2017. She has extensive experience in the financial services industry. Prior to joining Milford,...

Michelle joined Milford as Head of Risk & Compliance & General Counsel in February 2017. She has extensive experience in the financial services industry. Prior to joining Milford, Michelle was Head of Treasury, Payments & Contracts Legal at Westpac New Zealand Limited, and earlier in her career was a Principal with Chapman Tripp (Auckland) and in the Structured Finance team at Freshfields (London).

Michelle has a Bachelor of Laws (First Class Hons) and a Bachelor of Commerce from the University of Canterbury.

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Murray Harris

Head of Wealth Management and Advice

Murray joined Milford in January 2013 and is Head of Wealth Management and Advice. Prior to joining Milford, Murray was National Investment Manager at nation-wide Wealth Management business,...

Murray joined Milford in January 2013 and is Head of Wealth Management and Advice. Prior to joining Milford, Murray was National Investment Manager at nation-wide Wealth Management business, where he was also Chairman of the Investment Management Committee and a member of the Senior Management Team.

Murray has over 20 years financial services experience gained with multi-national organisations in New Zealand and overseas. His work experience includes being a Director at Goldman Sachs JBWere Asset Management from 2006 until 2008; and 11 years with BT Funds Management NZ from 1996 until 2006 where he was Vice President and held a number of senior management roles. From 1991 to 1995 Murray was in London and Europe where he worked in several financial services roles.

Murray is a Senior Fellow of the Financial Services Institute of Australasia, where he completed a Diploma of Financial Markets and is a Business graduate from Massey University. He is also a member of Workplace Savings New Zealand and the Institute of Finance Professionals of NZ (INFINZ).

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Mark Ryland

Head of Product and Operations

As Head of Products and Operations, Mark is responsible for building a centre of excellence in operational processes to serve Milford Clients and for the design, development and...

As Head of Products and Operations, Mark is responsible for building a centre of excellence in operational processes to serve Milford Clients and for the design, development and maintenance of investment product and solutions that helps clients meet their financial goals and life stage aspirations and responsible for the development and maintenance of digital platforms that deliver such products and meet client service needs.

Mark was previously Head of Risk and Compliance at Milford.

Prior to joining Milford in May 2014, Mark worked as Managing Director at Brook Asset Management, COO at Macquarie Private Wealth, and in a variety of roles including Acting Head of Wealth, Head of Aegis, and GM Finance and Risk Strategy for ASB Group Investments. Prior to arriving in New Zealand Mark worked as Assistant Director of Operations at Threadneedle Asset Management in the UK.

Mark is a UK Qualified Accountant and a Fellow of Chartered Certified Accountants (F.C.C.A).

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Bryce Marsden

Chief Financial Officer and Head of People & Culture

Bryce has overall responsibility for the Financial and People capability throughout Milford. Since joining Milford at the start of 2010, Bryce has been responsible for a range of...

Bryce has overall responsibility for the Financial and People capability throughout Milford.

Since joining Milford at the start of 2010, Bryce has been responsible for a range of functions within Milford.

Prior to joining Milford Bryce had 16 years of finance industry experience in London and New Zealand, the last 13 years being spent with BT Funds Management (NZ) Limited. As Head of Wealth Operations at BT Funds Management, Bryce was involved in a number of significant operational transitions including the purchase of BT Funds Management by Westpac Banking Corporation and the re-engineering of the funds management business.
He has a Bachelor of Commerce (Double Major in Accounting and Marketing) and a Post Graduate Diploma (Accounting) from the University of Otago. He is a member of the Chartered Accountants Australia and New Zealand and has previously been a director of the Investment Savings and Insurance Association of New Zealand (ISI).

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Mairead O’Malley

Company Secretary

Mairead joined the firm in September 2015 and is Company Secretary for the Milford Group of Companies.  She has significant experience at both Board and C-Suite level, having...

Mairead joined the firm in September 2015 and is Company Secretary for the Milford Group of Companies.  She has significant experience at both Board and C-Suite level, having worked in senior executive support roles at BHP (Melbourne), Television New Zealand, ABN Amro New Zealand , KPMG New Zealand and Spark.

Mairead is currently working towards completion of the Governance New Zealand Professional Education Programme, which is the gateway to membership of both Governance New Zealand and the Institute of Chartered Secretaries and Administrators (ICSA) – both leading international associations for governance practitioners.

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Bryce Marsden

Chief Financial Officer and Head of People & Culture

Bryce has overall responsibility for the Financial and People capability throughout Milford. Since joining Milford at the start of 2010, Bryce has been responsible for a range of...

Bryce has overall responsibility for the Financial and People capability throughout Milford.

Since joining Milford at the start of 2010, Bryce has been responsible for a range of functions within Milford.

Prior to joining Milford Bryce had 16 years of finance industry experience in London and New Zealand, the last 13 years being spent with BT Funds Management (NZ) Limited. As Head of Wealth Operations at BT Funds Management, Bryce was involved in a number of significant operational transitions including the purchase of BT Funds Management by Westpac Banking Corporation and the re-engineering of the funds management business.
He has a Bachelor of Commerce (Double Major in Accounting and Marketing) and a Post Graduate Diploma (Accounting) from the University of Otago. He is a member of the Chartered Accountants Australia and New Zealand and has previously been a director of the Investment Savings and Insurance Association of New Zealand (ISI).

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Sarah Mitchell

Head of Marketing and Client Experience

Sarah is the Head of Marketing and Client Experience at Milford, responsible for promoting Milford’s Funds and services and the growth and enhancement our client interactions and experience....

Sarah is the Head of Marketing and Client Experience at Milford, responsible for promoting Milford’s Funds and services and the growth and enhancement our client interactions and experience. The marketing team that Sarah heads supports the various client facing areas of the business and Milford’s sponsorship program.

Since joining Milford in 2010, Sarah has held roles across Client Services, Product and Marketing.

Prior to working with Milford she was employed by Hastings Funds Management in Melbourne, Australia, working within Investor Relations and marketing.

Sarah has a Bachelor of Commerce and a Bachelor of Arts (Psychology) from the University of Auckland.

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Michelle Corse-Scott

Head of Risk & Compliance & General Counsel

Michelle joined Milford as Head of Risk & Compliance & General Counsel in February 2017. She has extensive experience in the financial services industry. Prior to joining Milford,...

Michelle joined Milford as Head of Risk & Compliance & General Counsel in February 2017. She has extensive experience in the financial services industry. Prior to joining Milford, Michelle was Head of Treasury, Payments & Contracts Legal at Westpac New Zealand Limited, and earlier in her career was a Principal with Chapman Tripp (Auckland) and in the Structured Finance team at Freshfields (London).

Michelle has a Bachelor of Laws (First Class Hons) and a Bachelor of Commerce from the University of Canterbury.

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Linda Gillard

Risk & Compliance Specialist

Linda is a Risk & Compliance Specialist, whose primary focus is on AML/CFT compliance and awareness and discretionary management investment schemes. Prior to joining Milford’s Risk & Compliance...

Linda is a Risk & Compliance Specialist, whose primary focus is on AML/CFT compliance and awareness and discretionary management investment schemes. Prior to joining Milford’s Risk & Compliance team, Linda performed an AML/CFT role within the Private Wealth team and assisted with project and business support. Linda’s previous experience includes six years in the banking industry working in a broad range of roles from client facing positions to staff training of systems, policies and procedures to implementing AML policies and processes.

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Graeme Cosgrove

Senior Risk & Compliance Specialist

Graeme is a Senior Risk & Compliance Specialist, whose primary focus is on KiwiSaver and Unit Trust managed investment schemes and Milford’s private equity product. He has an...

Graeme is a Senior Risk & Compliance Specialist, whose primary focus is on KiwiSaver and Unit Trust managed investment schemes and Milford’s private equity product. He has an extensive legal, risk and compliance background spanning a number of trustee, bank and funds management organisations including Mercer NZ, Bank of New Zealand, ASB Group Investments and Bell Gully.

Graeme has a Bachelor of Laws from the University of Auckland.

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Andrew (Mark) Cross

Chairman

Mark is a professional director and consultant, following an investment banking career of over 20 years. He is currently chairman of MFL Mutual Fund Limited and Superannuation Investments...

Mark is a professional director and consultant, following an investment banking career of over 20 years. He is currently chairman of MFL Mutual Fund Limited and Superannuation Investments Limited, and a director of Z Energy, Genesis Energy Limited, Argosy Property Limited, Triathlon NZ Inc., and other private companies in which he is an investor. In his investment banking career, Mark provided corporate finance advice to companies and governments in the areas of mergers, acquisitions, divestments, initial public offerings and restructurings. He held senior positions at Deutsche Bank in Australia and the United Kingdom, Prior to that, Mark held senior roles at Lloyds Corporate Finance/Southpac Corporation in New Zealand and Australia. Mark is a member of the Chartered Accountants Australia and New Zealand and Institute of Directors, Mark joined the Milford Asset Management board in March 2013.

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Elizabeth Andrew

CRM/Digital Insights Manager

Liz works within Milford’s marketing team as their CRM/Digital Client Experience Analyst. This is a varied role which looks after Milford’s digital marketing activity as well as the use...

Liz works within Milford's marketing team as their CRM/Digital Client Experience Analyst. This is a varied role which looks after Milford's digital marketing activity as well as the use and enhancement of the internal CRM system.

Liz joined Milford in 2012 after graduating from Auckland University of Technology with a Bachelor of Business in Marketing and Finance. Since joining Milford, Liz has worked primarily within the client service areas, most recently as Client Manager for the Premier Client Services Team.

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Rebecca Chen

Communications and Client Advocacy Manager

As Communications and Client Advocacy Manager, Becky’s primary role is to produce and maintain Milford’s external client communications and collateral documents in conjunction with the wider marketing and...

As Communications and Client Advocacy Manager, Becky’s primary role is to produce and maintain Milford’s external client communications and collateral documents in conjunction with the wider marketing and advertising strategy.
As part of the Marketing team, Becky is also responsible for enhancing the client experience through our digital channels and working with our sponsorship relationships.

Since joining Milford in February 2013 Becky has worked in the Retail Client Services team and progressed to managing the team by 2015.

Becky has a Bachelor of Communications Studies form Auckland University of Technology.

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Sean Donovan

Acquisition Marketing Manager

As Acquisition Marketing Manager Sean is responsible for Milford’s advertising activity and analysis, events management and content proliferation. Prior to this Sean worked as KiwiSaver Specialist for Milford’s KiwiSaver...

As Acquisition Marketing Manager Sean is responsible for Milford’s advertising activity and analysis, events management and content proliferation. Prior to this Sean worked as KiwiSaver Specialist for Milford’s KiwiSaver Plan and as a Client Services Associate for Milford’s KiwiSaver Plan and Unit Trust PIE Funds, having originally joined Milford in May 2013. Before moving to New Zealand, Sean graduated from the University at Albany (NY, USA) with a Master’s Degree of Public Administration (MPA) concentrating in City Management. Sean also spent 4 years playing for the University at Albany’s baseball team. 

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Jonathan Windust

Portfolio Manager

Jonathan is the Deputy Head of Investments, Portfolio Manager of the Milford Active Growth funds (Unit Trust & KiwiSaver) and Co-Manager of the Milford Diversified Income Fund. Prior...

Jonathan is the Deputy Head of Investments, Portfolio Manager of the Milford Active Growth funds (Unit Trust & KiwiSaver) and Co-Manager of the Milford Diversified Income Fund. Prior to joining Milford in 2008, Jonathan worked for Gartmore Investment Management in London where he was Portfolio Manager for the Royal Bank of Scotland Pension scheme which had assets in excess of NZ$25 billion. While at Gartmore, Jonathan was also responsible for investment strategy and investments into individual private equity funds and companies across Europe and Asia. Prior to Gartmore, Jonathan worked for BT Funds Management, Frank Russell and the New Zealand Dairy Board (now Fonterra). Jonathan is a CFA Charterholder.

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Eachann Bruce

Client Services Associate

Eachann is a Client Services Associate for Milford’s KiwiSaver Plan and Unit Trust PIE Funds.  Prior to joining Milford in November 2015, Eachann graduated from Otago University with...

Eachann is a Client Services Associate for Milford’s KiwiSaver Plan and Unit Trust PIE Funds. 

Prior to joining Milford in November 2015, Eachann graduated from Otago University with a Bachelor of Commerce majoring in Finance, and minoring in Economics.

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Philip Morgan Rees

Head of Private Wealth

Philip joined Milford in August 2017 and is Head of Private Wealth. Prior to joining Milford, Philip held senior advisory, general manager and product management roles at several...

Philip joined Milford in August 2017 and is Head of Private Wealth. Prior to joining Milford, Philip held senior advisory, general manager and product management roles at several of New Zealand’s leading or long-established wealth managers. Originally from the United Kingdom, Philip moved to New Zealand at the end of 2006, prior to which he held a senior management role at the London Stock Exchange PLC and worked in a variety of management roles at HSBC Bank PLC, covering private, institutional and corporate clients as well as roles in strategy and audit. Philip has 30 years’ experience in Financial Services in New Zealand and the United Kingdom and over 15 years leading and growing advisory or client relationship management teams. Philip is an Authorised Financial Adviser.
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Brad Judd

Senior Accountant

Brad joined Milford as the Senior Accountant in July 2016 and is responsible for the financial and management accounting functions along with process management and oversight for Milford....

Brad joined Milford as the Senior Accountant in July 2016 and is responsible for the financial and management accounting functions along with process management and oversight for Milford.

Brad has 10 years’ of financial services experience in London and New Zealand.  Prior to joining Milford, Brad was Finance Manager for Lloyds Banking Group in the Commercial Banking Executive Reporting team.  He also spent 4 years as Group Accountant for Seniors Money International Limited, a global equity release specialist.

Brad holds a Bachelor of Business and Information Management (double major in Accounting and Information Technology) and a Graduate Diploma in Commerce from the University of Auckland.  Brad is a member of the Chartered Accountants Australia and New Zealand.

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Becky Chen

Communications and Client Advocacy Manager

As Communications and Client Advocacy Manager, Becky’s primary role is to produce and maintain Milford’s external client communications and collateral documents in conjunction with the wider marketing and...

As Communications and Client Advocacy Manager, Becky’s primary role is to produce and maintain Milford’s external client communications and collateral documents in conjunction with the wider marketing and advertising strategy.
As part of the Marketing team, Becky is also responsible for enhancing the client experience through our digital channels and working with our sponsorship relationships.

Since joining Milford in February 2013 Becky has worked in the Retail Client Services team and progressed to managing the team by 2015.

Becky has a Bachelor of Communications Studies form Auckland University of Technology.

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Beckie Vanderbom

Head of Financial Advice Delivery & Service

Beckie is Head of Financial Advice Delivery & Service and is responsible for the delivery of financial advice and client experience across Milford’s wealth management offer. She joined...

Beckie is Head of Financial Advice Delivery & Service and is responsible for the delivery of financial advice and client experience across Milford’s wealth management offer. She joined Milford in August 2014, initially as Risk and Compliance Manager.

Beckie has over 15 years experience in financial services in New Zealand and UK, most recently at the Financial Markets Authority. Before arriving in New Zealand, Beckie worked in a variety of client-facing, financial services roles including for Towry, a financial planning and investment management firm, HSBC Bank plc and Legal and General Assurance Society.

Beckie has a BA (Hons) in Politics from the University of Sussex, Diploma in Financial Planning (Dip PFS) from Chartered Insurance Institute (UK) and an Authorised Financial Adviser (AFA). Beckie is also a Member of the Financial Advice Code Working Group.

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Mark Ryland

Head of Product and Operations

As Head of Products and Operations, Mark is responsible for building a centre of excellence in operational processes to serve Milford Clients and for the design, development and...

As Head of Products and Operations, Mark is responsible for building a centre of excellence in operational processes to serve Milford Clients and for the design, development and maintenance of investment product and solutions that helps clients meet their financial goals and life stage aspirations and responsible for the development and maintenance of digital platforms that deliver such products and meet client service needs.

Mark was previously Head of Risk and Compliance at Milford.

Prior to joining Milford in May 2014, Mark worked as Managing Director at Brook Asset Management, COO at Macquarie Private Wealth, and in a variety of roles including Acting Head of Wealth, Head of Aegis, and GM Finance and Risk Strategy for ASB Group Investments. Prior to arriving in New Zealand Mark worked as Assistant Director of Operations at Threadneedle Asset Management in the UK.

Mark is a UK Qualified Accountant and a Fellow of Chartered Certified Accountants (F.C.C.A).

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Lester Gray

Director

Lester retired from Schroders, a UK listed international asset management company, in 2013 after working for 26 years in several senior roles based in London, New York and...

Lester retired from Schroders, a UK listed international asset management company, in 2013 after working for 26 years in several senior roles based in London, New York and Singapore. From 2004 he was CEO, and from 2012 Chairman, of Schroders Asia Pacific business, which has operations in 9 countries across the region. In addition to his executive roles he was Chairman of the Investment Management association of Singapore from 2006 -2013 and in 2011 was awarded the Public Service Star by the President of Singapore for his services to the finance sector. Lester serves as a non executive director and advisor to several private investment companies in New Zealand and in Asia.

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Carlo Vianello

Client Services Associate

Carlo is a Client Services Associate for Milford’s KiwiSaver Plan and Unit Trust PIE Funds. Carlo joined Milford in July 2016 after returning from 3 years in Australia....

Carlo is a Client Services Associate for Milford’s KiwiSaver Plan and Unit Trust PIE Funds.

Carlo joined Milford in July 2016 after returning from 3 years in Australia. Carlo worked as junior broker, and later as a dealer, in the Sydney office of World First one of UK’s largest privately owned FX brokerage houses specializing in currency options and derivatives.

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David Lewis

Portfolio Manager

David is the Deputy Head of Investments and is the Portfolio Manager of the Milford Diversified Income Fund. David joined Milford in 2013 from Merrill Lynch where he...

David is the Deputy Head of Investments and is the Portfolio Manager of the Milford Diversified Income Fund. David joined Milford in 2013 from Merrill Lynch where he worked in Sydney and London for eight years in a variety of areas including credit research, emerging market research, and principal investments in high yield/distressed credit. Prior to this, David spent four years as a fixed income analyst at BT Funds Management and Principal Global Investors, based in Sydney and London. David has a Bachelor of Commerce in Economics from the University of Canterbury, a Master of Commerce in Finance from the University of Sydney, and is a CFA Charterholder.

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Alistair Ross

Authorised Financial Adviser

Alistair joined Milford in 2012 and his role involves developing and managing client relationships as well as advising private clients on their investment portfolios. He has spent over 20...

Alistair joined Milford in 2012 and his role involves developing and managing client relationships as well as advising private clients on their investment portfolios. He has spent over 20 years in the finance industry both in the UK and NZ. The last eight years have been spent in the NZ wealth management industry firstly as a Director at Goldman Sachs JBWere (NZ) Limited and then most recently at Macquarie Equities (NZ) Limited. Alistair graduated from the University of Otago in 1991 with Bachelor of Commerce with Honours. Alistair was previously a member of the New Zealand Stock Exchange (NZX) and is an Authorised Financial Adviser (‘AFA’).

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Mairead O’Malley

Company Secretary

Mairead joined the firm in September 2015 and is Company Secretary for the Milford Group of Companies.  She has significant experience at both Board and C-Suite level, having...

Mairead joined the firm in September 2015 and is Company Secretary for the Milford Group of Companies.  She has significant experience at both Board and C-Suite level, having worked in senior executive support roles at BHP (Melbourne), Television New Zealand, ABN Amro New Zealand , KPMG New Zealand and Spark.

Mairead is currently working towards completion of the Governance New Zealand Professional Education Programme, which is the gateway to membership of both Governance New Zealand and the Institute of Chartered Secretaries and Administrators (ICSA) – both leading international associations for governance practitioners.

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Andrew MacKenzie

Head of South Island

Andrew is Head of South Island, based in Wanaka and assists Premier clients throughout the South Island. He joined Milford as a Premier Client Manager in October 2016...

Andrew is Head of South Island, based in Wanaka and assists Premier clients throughout the South Island. He joined Milford as a Premier Client Manager in October 2016 after working with another boutique fund management and wealth advisory business for the past 10 years. Prior to entering the wealth management sector, Andrew was an executive with Westpac Bank. He has over 30 years financial services industry experience. Andrew qualified as an Authorised Financial Adviser in 2011, holds a national certificate in Financial Services (Financial Advice), is a Fellow of the FINSIA and holds the CFA Institute Claritas Investment Certificate.

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Nikki Hoffman

Assistant Accountant

As an Assistant Accountant, Nikki works closely with the Financial Accountant and Milford’s operations team. Nikki joined Milford in June 2014 as a Client Service Associate for Milford’s...

As an Assistant Accountant, Nikki works closely with the Financial Accountant and Milford’s operations team.

Nikki joined Milford in June 2014 as a Client Service Associate for Milford’s KiwiSaver Plan and Unit Trust PIE Fund.

Prior to this, Nikki worked for over five years at Westpac in a variety of roles including customer services and as a customer banking consultant. This included completing mortgages and meeting clients’ financial goals with savings and investments.

Nikki is currently studying for a Bachelor of Commerce in Accountancy at Massey University.

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Sean Donovan

Acquisition Marketing Manager

As Acquisition Marketing Manager Sean is responsible for Milford’s advertising activity and analysis, events management and content proliferation. Prior to this Sean worked as KiwiSaver Specialist for Milford’s KiwiSaver...

As Acquisition Marketing Manager Sean is responsible for Milford’s advertising activity and analysis, events management and content proliferation. Prior to this Sean worked as KiwiSaver Specialist for Milford’s KiwiSaver Plan and as a Client Services Associate for Milford’s KiwiSaver Plan and Unit Trust PIE Funds, having originally joined Milford in May 2013. Before moving to New Zealand, Sean graduated from the University at Albany (NY, USA) with a Master’s Degree of Public Administration (MPA) concentrating in City Management. Sean also spent 4 years playing for the University at Albany’s baseball team. 

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John Paull

Head of Operations

As Head of Operations, John is responsible for Milford’s Middle Office, Retail Client Services, Front Office Systems, Client Onboarding and other key operational tasks including IT and business...

As Head of Operations, John is responsible for Milford’s Middle Office, Retail Client Services, Front Office Systems, Client Onboarding and other key operational tasks including IT and business support.

Prior to joining Milford in November 2015, John worked at Colonial First State Investments Limited (CFS)  for 13 years, in his last at CFS role where he spent 8 years as Head of Investment Operations he had responsibility for a number of functions including Trade Management, Corporate Actions, Reconciliations, Asset Valuations and Third Party Oversight Responsibilities. John has 18 years Financial Services experience and has a Diploma of Financial Markets from the Financial Services Institute of Australasia (FINSIA)

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Anthony Quirk

Director

Anthony has over 31 years’ experience in the investment and financial services industry, including nine years as the previous Managing Director at Milford. He is a shareholder and Non-Executive Director...

Anthony has over 31 years’ experience in the investment and financial services industry, including nine years as the previous Managing Director at Milford. He is a shareholder and Non-Executive Director of Milford Asset Management, Deputy Chair of both Compass Housing NZ and NZ Water Polo and a Board member of the Graeme Dingle Foundation Wellington. He is also a Fellow of the Institute of Finance Professionals New Zealand (INFINZ) and is a former Chairman of that organisation. He is a member of the Institute of Directors. He was previously Chair of the Asset Management Advisory Board of the New Zealand Exchange, Deputy Chair and Board member of the New Zealand Society of Investment Analysts and a previous member of the Financial Reporting Standards Board of the New Zealand Society of Accountants.

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Honey Murdoch

Client Services Associate

Honey is a Client Services Associate for Milford’s KiwiSaver Plan and Unit Trust PIE Funds. Prior to joining Milford in August 2016, Honey worked for Fisher Funds as...

Honey is a Client Services Associate for Milford’s KiwiSaver Plan and Unit Trust PIE Funds.

Prior to joining Milford in August 2016, Honey worked for Fisher Funds as a Client Relationship Manager. Honey graduated from Otago University in 2014 with a Bachelor of Commerce majoring in Finance and Economics.

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Alastair Thomson

Premier Client Manager (South Island)

Alastair is a Premier Client Manager at Milford based in the Wanaka office. He has spent over 18 years in general management and marketing in the UK and NZ...

Alastair is a Premier Client Manager at Milford based in the Wanaka office. He has spent over 18 years in general management and marketing in the UK and NZ and 20 years in the financial services sector. The last seven years with Milford. His financial services experience comprises two years as a Divisional Manager at The Gulf Bank in Kuwait, nine years as a consultant in financial services in Asia and Australasia working with clients including, Macquarie Private Bank, CBA Global Markets and JP Morgan and two years in Australian funds management at Clime Asset Management in Sydney as Director of IMA Sales. Alastair graduated from the University of Otago in 1977 with a Bachelor of Laws degree (LLB).

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Simon Walton

Authorised Financial Adviser

Simon joined Milford in early 2013 as a Private Wealth Adviser after 15 years working abroad including Sydney, Taipei, London and Hong Kong. This included roles as International...

Simon joined Milford in early 2013 as a Private Wealth Adviser after 15 years working abroad including Sydney, Taipei, London and Hong Kong. This included roles as International Wealth Manager with HSBC in Hong Kong; Partner with St. James’s Place Wealth Management (UK); and Stockbroker & Financial Adviser with US firm Edward Jones.  Simon has a Bachelor of Science from the University of Canterbury and a Bachelor of Business Studies from Massey University.  He is a Member of the Institute of Finance Professionals New Zealand Inc. (INFINZ) and an Authorised Financial Adviser.

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Kerry Goodall

Product Manager

As Product Manager, Kerry is responsible for maintaining Milford’s product range, while also being integral in the future enhancements and development of the existing range together with bringing...

As Product Manager, Kerry is responsible for maintaining Milford’s product range, while also being integral in the future enhancements and development of the existing range together with bringing new products to market. Prior to joining Milford in April 2017, Kerry worked as a Senior Product Implementation Manager at BNZ after having spent the previous 5 years before that in London working in Senior Product Development roles with State Street, JPMorgan and BNY Mellon. Kerry has 12 years Financial Services experience and is a qualified Barrister and Solicitor of the High Court of New Zealand.

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Wayne Gentle

Head of Australian Investments

Wayne is the Head of Australian Investments and the Portfolio Manager of the Australian equities portion of the Milford Trans-Tasman Fund, based in the Sydney office. He has...

Wayne is the Head of Australian Investments and the Portfolio Manager of the Australian equities portion of the Milford Trans-Tasman Fund, based in the Sydney office.

He has over 20 years’ experience in investment markets and a strong investment track record in managing a diverse range of Australian Equities portfolios for institutional and retail clients.

Prior to joining Milford, Wayne held the position of Deputy Head of Australian Equities at Colonial First State Global Asset Management. Previously, Wayne has held Senior Analyst and Deputy Head of Research roles with Allianz Global Investors, and spent 10 years as a Senior Analyst with JP Morgan. Wayne holds a Bachelor of Economics degree from Sydney University, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, and is a graduate of the Australian Institute of Company Directors.

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Elizabeth Andrew

CRM/Digital Insights Manager

Liz works within Milford’s marketing team as the CRM/Digital Insights Manager. This is a varied role which is responsible for Milford’s digital marketing insights as well as the use...

Liz works within Milford's marketing team as the CRM/Digital Insights Manager. This is a varied role which is responsible for Milford's digital marketing insights as well as the use and enhancement of the internal CRM system.

Liz joined Milford in 2012 after graduating from Auckland University of Technology with a Bachelor of Business in Marketing and Finance.

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Brian Gaynor

Director

Brian is an Executive Director of Milford Asset Management, Head of Investments, Chairman of Milford’s Investment Forum and Private Equity Investment Committee. Brian’s career includes roles as a...

Brian is an Executive Director of Milford Asset Management, Head of Investments, Chairman of Milford’s Investment Forum and Private Equity Investment Committee.

Brian’s career includes roles as a Partner and Head of Research at stockbrokers Jarden & Co, and a member of the New Zealand Stock Exchange. He has also been a board member of a number of listed and public owned entities, including the Guardians of the New Zealand Superannuation Fund. He is also one of the original founders of Milford Asset Management and was Portfolio Manager of the Milford Active Growth funds (Unit Trust and KiwiSaver) from their establishment in 2007 until April 2017.

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Tim Collins

Client Services Associate

Tim is a Client Services Associate for Milford’s KiwiSaver Plan and Unit Trust PIE Funds. Prior to joining Milford in November 2016, Tim worked for Craigs Investment Partners...

Tim is a Client Services Associate for Milford’s KiwiSaver Plan and Unit Trust PIE Funds.

Prior to joining Milford in November 2016, Tim worked for Craigs Investment Partners as an Adviser Assistant. Tim graduated from Massey University in 2014 with a Bachelor of Business Studies majoring in Finance and Marketing.

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William Curtayne

Portfolio Manager

William is the Deputy Head of Australian Investments and Portfolio Manager of the Milford Dynamic Fund and Co-Manager of the Milford Active Growth funds (Unit Trust & KiwiSaver),...

William is the Deputy Head of Australian Investments and Portfolio Manager of the Milford Dynamic Fund and Co-Manager of the Milford Active Growth funds (Unit Trust & KiwiSaver), based in the Sydney office. Since joining Milford Asset Management in early 2010, William has focused on selecting small and medium sized companies for Milford’s Funds and has also covered the resource, energy, utility and property sectors. William visits and speaks to hundreds of companies every year and conducts detailed investment analysis to uncover top class investments. William has a Bachelor of Commerce from the University of Auckland majoring in Finance and Economics, and is a CFA Charterholder.

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Nicky Reid

Premier Client Manager

Nicky joined Milford as a Premier Client Manager in January 2015, after working at BNZ Private Bank. She has over 15 years experience in the financial services industry,...

Nicky joined Milford as a Premier Client Manager in January 2015, after working at BNZ Private Bank. She has over 15 years experience in the financial services industry, and prior to BNZ Private Bank held a number of client advisory and management roles with Perpetual Trust.

After graduating the University of Canterbury with a Bachelor of Arts majoring in Psychology, Nicky worked for Public Trust in a number of advisory roles. Nicky is due to complete her Graduate Diploma in Business Studies (Personal Financial Planning) from Massey University in 2017.

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Jessica Travers

Authorised Financial Adviser

Jessica joined Milford in 2014 as a Private Wealth Adviser. Jessica’s role is to provide quality advice to clients on their investment portfolios and manage client relationships.  Prior...

Jessica joined Milford in 2014 as a Private Wealth Adviser. Jessica’s role is to provide quality advice to clients on their investment portfolios and manage client relationships.  Prior to joining Milford, Jessica spent the nine years with JBWere (NZ) Ltd in Private Wealth Management assisting individuals, Trusts and charities with their investment needs. She also spent seven years with BT Funds Management. Jessica is an Authorised Financial Adviser (AFA) and holds a Graduate Diploma in Applied Finance, an NZX Diploma and was previously a member of the New Zealand Stock Exchange (NZX).

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Kristen Yong

Investment Performance and Risk Manager

As Investment Performance and Risk Manager, Kristen is responsible for evaluating and reporting a wide range of internal and external performance and risk analytics, which includes presenting key...

As Investment Performance and Risk Manager, Kristen is responsible for evaluating and reporting a wide range of internal and external performance and risk analytics, which includes presenting key statistics to the Investment Management team and Portfolio Governance Committee. She also has oversight of fees and regulatory reporting, as well as investment mandate compliance.

Kristen joined Milford in August 2015, initially as an Investment Performance and Risk Analyst. Prior to that, she spent close to four years as an Associate at Redward Associates Limited, conducting economic and foreign currency research as well as financial and econometric modelling. Kristen graduated from the University of Auckland in 2011 with a Bachelor of Commerce (First Class Honours in Finance). During her undergraduate studies, she double majored in Accounting and Finance.

Kristen is a CFA Charterholder.

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Tessa Hewitt

Business Support

Tessa has joined the Client Services Team in the Business Support role. Tessa’s primary resonsibility is to ensure the smooth processing of daily tasks and also supports the...

Tessa has joined the Client Services Team in the Business Support role. Tessa’s primary resonsibility is to ensure the smooth processing of daily tasks and also supports the wider Milford business.

Tessa graduated from Auckland University of Technology  in 2010 with a Management Diploma. She has spent the last 10 years working in various management roles throughout the hospitality industry.

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Felix Fok

Portfolio Manager

Felix is the Portfolio Manager of the Milford Global Fund. He has a wide range of investment experience across global financial markets. Prior to joining Milford in October...

Felix is the Portfolio Manager of the Milford Global Fund. He has a wide range of investment experience across global financial markets. Prior to joining Milford in October 2012, Felix was a partner at equity research firm Ji Asia in Hong Kong, an associate of French bank Societe Generale, covering China focused medium sized companies across multiple sectors. Felix began his career in London in 2004 with The Black Ant Group as an analyst, and later Junior Portfolio Manager, and helped manage a long/short global mandate that invested across the capital spectrum. He holds a Master of Arts from the University of Cambridge, where he studied chemical engineering. Felix is also a CFA Charterholder.

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David Vickery

Authorised Financial Adviser

David joined Milford in 2015 and brings 20 years experience in financial services and investment management both in the UK and NZ. David’s last 11 years were based...

David joined Milford in 2015 and brings 20 years experience in financial services and investment management both in the UK and NZ. David's last 11 years were based in London as Investment Adviser with Royal Bank of Canada Wealth Management and prior to that with Craigs Investment Partners and AXA Financial Services in NZ. David is a CFA Charterholder, holds a Bachelor of Commerce from the University of Auckland in Finance and Economics, a Graduate Diploma in Applied Finance and completed the Series 65 Investment Adviser Law Exam (USA). David is an Authorised Financial Adviser ('AFA') and previously a full member of the New Zealand Stock Exchange (NZX).

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Patrick Grogan

Premier Client Manager

Patrick is a Premier Client Manager for Milford’s Unit Trust PIE Funds and KiwiSaver Plan. Patrick joined Milford in October 2013, having relocated to New Zealand from the...

Patrick is a Premier Client Manager for Milford’s Unit Trust PIE Funds and KiwiSaver Plan. Patrick joined Milford in October 2013, having relocated to New Zealand from the UK where he worked for Fund Manager, GLG Partners. He has over 10 years experience in financial services, including product, system and client facing functions.

 

Patrick has qualifications in Financial Services & Marketing. He is internationally educated having grown up in Ireland, Portugal, Austria and Germany.

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Ben Lau

Product Assurance Specialist

As Product Assurance Specialist, Ben covers a range of risk and compliance activities across the Products and Operations team. Ben joined Milford in February 2016, after working in...

As Product Assurance Specialist, Ben covers a range of risk and compliance activities across the Products and Operations team. Ben joined Milford in February 2016, after working in Westpac NZ as Compliance Manager of Technology.

After graduating from The University of Auckland with a Bachelor of Commerce (double majoring in Accounting and Finance) and a Graduate Diploma in Economics, Ben joined Audit New Zealand where he became qualified as a Chartered Accountant. Since then, Ben has worked as an internal auditor across various industries for PricewaterhouseCoopers, Vero NZ, Suncorp Group, and Auckland City Council.

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Stephen Johnston

Portfolio Manager

Stephen is the Co-Manager of the Milford Global Fund. He has a wide range of investment experience across global financial markets and different asset classes. Prior to joining...

Stephen is the Co-Manager of the Milford Global Fund. He has a wide range of investment experience across global financial markets and different asset classes. Prior to joining Milford in 2013, Stephen was a partner at London based Adelante Asset Management where he was a Senior Portfolio Manager, managing an Emerging Market Equity Fund. Prior to Adelante, Stephen was a Portfolio Manager in London at Threadneedle Investments and Convivo Capital Management, managing various Emerging Market Funds. Stephen holds a Bachelor of Laws and a Bachelor of Commerce from the University of Otago and was admitted to the Bar as a Barrister and Solicitor of the High Court of New Zealand in 1995.

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Bruce O’Leary

Authorised Financial Advisers

Bruce joined Milford in April 2016 having worked in financial markets for over 20 years. Bruce spent 9 years in London working for JP Morgan and Morgan Stanley...

Bruce joined Milford in April 2016 having worked in financial markets for over 20 years. Bruce spent 9 years in London working for JP Morgan and Morgan Stanley in Asian equity sales roles before transferring to Singapore in 2008 with Morgan Stanley. Most recently Bruce was head of the institutional equity sales desk at global investment bank, Jefferies Singapore. Prior to moving overseas, Bruce worked in the fund management industry in NZ as an equity analyst for Norwich Union Investment Management. Bruce graduated from University of Canterbury with a Bachelor of Commerce majoring in Accountancy and is an Authorised Financial Adviser (‘AFA’).

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Rikkie Stevenson

Investment Performance & Risk Analyst

As investment performance and risk analyst, Rikkie is responsible for supporting the Investment Performance and Risk Manager in evaluating and reporting a range of internal and external performance...

As investment performance and risk analyst, Rikkie is responsible for supporting the Investment Performance and Risk Manager in evaluating and reporting a range of internal and external performance and risk analytics. Rikkie joined Milford in May 2017 after graduating from the University of Waikato. Rikkie had spent a summer at ANZ as an intern in the retail risk department, working on a project for ANZ’s consumer credit reporting policy.

Rikkie graduated with a Bachelor of Management Studies and Bachelor of Computing and Mathematical Sciences with honours, majoring in Economics, Finance and Mathematics.

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Michal Heggs

Premier Client Associate

Michal joined Milford as a Premier Client Associate in June 2016. She has 12 years experience in the financial services industry, having spent 10 years with Barclays in...

Michal joined Milford as a Premier Client Associate in June 2016. She has 12 years experience in the financial services industry, having spent 10 years with Barclays in the UK, where she is originally from, and most recently with ANZ, in their Wealth Operations division.

Prior to her emigration to New Zealand in 2013, she held a number of client facing and operational roles within Barclays, whilst pursuing other studies.

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Sam Trethewey

Portfolio Manager

Sam is the Portfolio Manager of the Trans-Tasman Fund and the Milford New Zealand Equities Wholesale Fund. Since joining Milford in 2014, Sam has focused on conducting research...

Sam is the Portfolio Manager of the Trans-Tasman Fund and the Milford New Zealand Equities Wholesale Fund. Since joining Milford in 2014, Sam has focused on conducting research analysis across listed New Zealand equities. Sam previously worked for Craigs Investment Partners as an Associate in the Equity Capital Markets team advising on a wide range of equity issuance and was also an Analyst in the Corporate Finance team at PricewaterhouseCoopers. Sam has a Masters of Business (Dist) and Bachelor of Commerce majoring in Finance from the University of Otago.

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Matthew Thomas

Operations Associate

As Operations Associate, Matt is involved with investment operations, system administration and project work for the Product and Operations team. Since joining Milford in June 2014, Matt has...

As Operations Associate, Matt is involved with investment operations, system administration and project work for the Product and Operations team. Since joining Milford in June 2014, Matt has held various roles including Team Leader for the Client Services Team.

Matt holds a Bachelor of Commerce majoring in Finance and a Bachelor of Science majoring in Statistics from Otago University.

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Richard Pilley

Authorised Financial Adviser

Richard joined Milford in 2017 and has over 20 years experience in the wealth management industry in Europe and NZ. After helping to build the presence of a...

Richard joined Milford in 2017 and has over 20 years experience in the wealth management industry in Europe and NZ. After helping to build the presence of a major Scandinavian bank in London, he went on to gain experience in their asset management division in Stockholm. On returning to London he worked at a senior level with a number of leading European wealth managers including Credit Suisse and Julius Baer. Richard and his family moved to NZ in 2008 and he joins Milford from ANZ where he was Associate Director in the ANZ Private Bank. Richard holds a Diploma in Business Studies from the UK and he is is an Authorised Financial Adviser.

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Mallory Formosa

Account On-Boarding Specialist

As the Account On-Boarding Specialist, Mallory’s focus is to ensure all new clients are successfully onboarded while ensuring Milford meets its obligations under various legislation.  Mallory is also...

As the Account On-Boarding Specialist, Mallory’s focus is to ensure all new clients are successfully onboarded while ensuring Milford meets its obligations under various legislation.  Mallory is also responsible for transaction monitoring and attending to any resulting action from the findings.

Prior to joining Milford in April 2017, Mallory worked for Fisher Funds as a Corporate Compliance Analyst, assisting with implementing policies & procedures as well as regulatory reporting duties. Her previous experience includes five years working in the Australian Superannuation Industry.

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Andrew Bishop

Authorised Financial Adviser

Andrew joined Milford Private Wealth in July 2016. Prior to his role at Milford, Andrew spent over a decade at Goldman Sachs in London, where he was an...

Andrew joined Milford Private Wealth in July 2016. Prior to his role at Milford, Andrew spent over a decade at Goldman Sachs in London, where he was an Executive Director. The last 8 years were in Institutional Sales and Client Relationship Management roles within the Asset Management division. The preceding 3 years were in the Finance division. Before moving overseas Andrew qualified as a Chartered Accountant with Ernst and Young Auckland. Andrew graduated from the University of Auckland with Bachelor of Commerce and Bachelor of Arts degrees, majoring respectively in Accountancy and History. Andrew is an Authorised Financial Adviser.

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Paul Morris

Portfolio Manager

Paul joined Milford in February 2016. He is the Portfolio Manager of the Milford Trans-Tasman Bond Wholesale Fund, the Milford Global Bond Wholesale Fund and the Milford Conservative...

Paul joined Milford in February 2016. He is the Portfolio Manager of the Milford Trans-Tasman Bond Wholesale Fund, the Milford Global Bond Wholesale Fund and the Milford Conservative funds (Unit Trust & KiwiSaver) as well as the Co-Manager of the Milford Balanced Funds (Unit Trust & KiwiSaver). Paul has over 20 years’ experience in financial markets here and overseas. Paul held senior fixed income roles with investment banks including Merrill Lynch and ABN AMRO in London. His experience includes debt capital markets, credit trading and interest rate derivatives trading. Paul moved to New Zealand in 2009 and was Executive Director and Head of Debt Capital Markets at JBWere, before moving to Macquarie Private Wealth in 2010. Paul has a Masters in Aeronautical Engineering from Queens University in Belfast.

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Katlyn Parker

Private Wealth Associate

Katlyn joined Milford in September 2015 as a Private Wealth Associate after relocating to New Zealand from Ireland. She graduated with a 1st class honours degree (1.1) in...

Katlyn joined Milford in September 2015 as a Private Wealth Associate after relocating to New Zealand from Ireland.

She graduated with a 1st class honours degree (1.1) in Actuarial Mathematics from Dublin City University (DCU) in 2014 and is currently studying towards becoming an Authorised Financial Adviser ‘AFA’.

Prior to joining Milford Katlyn was employed by Davy Stockbrokers working for their Operational Finance Team.

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Mark Riggall

Portfolio Manager

Mark is the Portfolio Manager for the Balanced Fund (responsible for its asset allocation) in addition to responsibility for managing the Central Dealing Desk. Prior to joining Milford...

Mark is the Portfolio Manager for the Balanced Fund (responsible for its asset allocation) in addition to responsibility for managing the Central Dealing Desk. Prior to joining Milford in November 2014, Mark spent 11 years with Morgan Stanley in London and Hong Kong as an equity derivatives trader. In Hong Kong he had responsibility for the Asia ex-Japan index derivatives business, running multiple regional derivative portfolios. Prior to that in London he ran a global equity derivatives portfolio in addition to a UK equity derivatives portfolio. Mark has a Masters of Engineering degree from the University of Bath, UK.

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Zhanna Hawthorne

Private Wealth Associate

Zhanna joined Milford in 2017 as a Private Wealth Associate after relocating to Auckland from London. Zhanna brings over 12 of years experience in Banking and Financial Services...

Zhanna joined Milford in 2017 as a Private Wealth Associate after relocating to Auckland from London.

Zhanna brings over 12 of years experience in Banking and Financial Services including at JPMorgan (USA and UK) and RBS Citizens (USA). Prior to joining Milford, she spent 3 years at JPMorgan Private Bank as a Client Service Associate. She holds a Bachelor of Science in Finance from Northeastern Illinois University (USA).

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Brooke Bone

Investment Director

Brooke is an Investment Director for Milford’s Funds and co-manages the Milford Private Equity Fund II. He is currently a director of a number of companies on behalf...

Brooke is an Investment Director for Milford’s Funds and co-manages the Milford Private Equity Fund II. He is currently a director of a number of companies on behalf of the Milford Active Growth Fund. Brooke joined Milford in 2012 from Macquarie Securities in New Zealand where he was a Senior Research Analyst covering a variety of sectors including manufacturing, agriculture, mining and oil and gas. Prior to that, Brooke was a Vice President at Morgan Stanley in London, covering Pan-European retail companies. Brooke also worked for the corporate finance and property team of Marks and Spencer in the UK. He qualified as a Chartered Accountant with Ernst & Young and is a CFA Charterholder.

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Ben Lau

Assurance & Audit Specialist

As Assurance and Audit Specialist, Ben covers a range of risk and compliance activities across the Milford business. Ben joined Milford in February 2016, after working in Westpac...

As Assurance and Audit Specialist, Ben covers a range of risk and compliance activities across the Milford business. Ben joined Milford in February 2016, after working in Westpac NZ as Compliance Manager of Technology.

After graduating from The University of Auckland with a Bachelor of Commerce (double majoring in Accounting and Finance) and a Graduate Diploma in Economics, Ben joined Audit New Zealand where he became qualified as a Chartered Accountant. Since then, Ben has worked as an internal auditor across various industries for PricewaterhouseCoopers, Vero NZ, Suncorp Group, and Auckland City Council.

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Peter Gaynor

Private Wealth Associate

Peter Joined the Milford Private Wealth team in November 2014, having previously worked a number of summer roles with the business since 2012. Peter completed his Bachelor of...

Peter Joined the Milford Private Wealth team in November 2014, having previously worked a number of summer roles with the business since 2012. Peter completed his Bachelor of Laws in November 2014 from the University of Canterbury, and is currently studying towards a Graduate Diploma of Applied Finance from Kaplan Professional Education.

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Toby Kelly

Private Wealth Associate

Toby is a Private Wealth Associate working in Milford’s Private Wealth team. He joined Milford in March 2015, initially working in the Client Services team. Prior to that...

Toby is a Private Wealth Associate working in Milford’s Private Wealth team. He joined Milford in March 2015, initially working in the Client Services team.

Prior to that he completed his final semester abroad at the Prague School of Economics, graduating from the University of Otago with Bachelor’s Degrees in Arts and Commerce, majoring in Economics and Finance, along with a minor in History.

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John Johnston

Investment Director

John is an Investment Director for Milford’s Funds and co-manages the Milford Private Equity Fund II. Prior to joining Milford in 2016, John spent four years at Fletcher...

John is an Investment Director for Milford’s Funds and co-manages the Milford Private Equity Fund II. Prior to joining Milford in 2016, John spent four years at Fletcher Building, latterly managing the Firth Masonry, Dricon, and CSP Pacific businesses operating in the concrete and roading technology sectors. This followed stints in strategy and corporate finance at Fletcher Building and prior to that Air New Zealand. The first decade of John’s experience was in principal equity investment and investment banking for Societe Generale and Macquarie Bank (in Sydney and London) working across a range of industry sectors. John holds an LLB (Hons), BA and BCom from the University of Otago and an MBA from Oxford University.

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David Rigby

Senior Analyst

David is a Senior Analyst, based in the Sydney office, with a particular emphasis on Australian equities, including IPOs. Prior to joining Milford in March 2014, David was...

David is a Senior Analyst, based in the Sydney office, with a particular emphasis on Australian equities, including IPOs. Prior to joining Milford in March 2014, David was a senior equity research analyst with Goldman Sachs and Credit Suisse in London covering the support services sector. In his 10 years overseas his remit spanned small caps to FTSE100 firms in industries as diverse as recruitment, temporary power, equipment rental, distribution, testing & inspection, facilities management, BPO and credit analytics. He holds a Masters of Management Studies and a BSc from Victoria University of Wellington, where he studied Technology Management, Physics and Mathematics.

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Frances Sweetman

Senior Analyst

Frances joined Milford in early 2017 as a Senior Analyst focussed on New Zealand equities. Prior to joining Milford, Frances was a Senior Research Analyst at Craigs Investment...

Frances joined Milford in early 2017 as a Senior Analyst focussed on New Zealand equities. Prior to joining Milford, Frances was a Senior Research Analyst at Craigs Investment Partners, responsible for the New Zealand and Australian exposures of the Private Wealth division. Frances also previously worked as an Analyst at Brook Asset Management focussed on the property, finance and telecommunications sectors and as an Analyst at Macquarie Bank in Sydney, covering the property sector in the institutional equities research tea. She holds an MSc in Estate Management from South Bank University, a BA(Hons) in Economics and Business Management from Newcastle University and is a member of the Royal Institute of Chartered Surveyors.

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Nikki Hoffmann

Assistant Accountant

As an Assistant Accountant, Nikki works closely with the Financial Accountant and Milford’s operations team. Nikki joined Milford in June 2014 as a Client Service Associate for Milford’s...

As an Assistant Accountant, Nikki works closely with the Financial Accountant and Milford’s operations team.

Nikki joined Milford in June 2014 as a Client Service Associate for Milford’s KiwiSaver Plan and Unit Trust PIE Fund.

Prior to this, Nikki worked for over five years at Westpac in a variety of roles including customer services and as a customer banking consultant. This included completing mortgages and meeting clients’ financial goals with savings and investments.

Nikki is currently studying for a Bachelor of Commerce in Accountancy at Massey University.

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Greg Cassidy

Senior Analyst

Greg is a Senior Analyst based in the Sydney office focussing on Australian equities. Prior to joining Milford in October 2016, Greg spent over a decade as a...

Greg is a Senior Analyst based in the Sydney office focussing on Australian equities. Prior to joining Milford in October 2016, Greg spent over a decade as a Senior Analyst at Tribeca Investment Partners in Sydney following two years at AMP Henderson. During his career, Greg has covered many sectors including resources, energy, banks, utilities, steels and building materials. Greg has a Bachelor of Economics (Hons) from the University of Sydney, a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia and is a CFA Charterholder.

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Michael Higgins

Senior Analyst

Michael is a Senior Analyst in the Sydney office focusing on Australian equities and also Co-Manager of the Milford Dynamic Fund. He joined Milford in January 2017 from...

Michael is a Senior Analyst in the Sydney office focusing on Australian equities and also Co-Manager of the Milford Dynamic Fund. He joined Milford in January 2017 from Macquarie Securities where he spent four years as a Senior Analyst in the Emerging Leaders Research team. Prior to that, Michael was an Analyst at the Global Research House Morningstar. Over the past seven years, his coverage has been varied across a broad range of smaller technology and industrial companies. Michael also worked as a Structural Engineer at Sinclair Knight Merz in Sydney before switching into the funds management industry. He holds a Masters of Commerce and a Bachelor of Engineering (Honours), both from the University of Sydney.

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Ian Robertson

Senior Analyst

Ian joined Milford in 2017 as a Senior Analyst focused on fixed income investments.  Prior to joining Milford Ian worked at ANZ Bank New Zealand, most recently in...

Ian joined Milford in 2017 as a Senior Analyst focused on fixed income investments. 

Prior to joining Milford Ian worked at ANZ Bank New Zealand, most recently in the Specialised Finance team originating, structuring and executing leveraged transactions.  Before returning to New Zealand in 2014, Ian spent seven years at UK fund manager 3i Debt Management as a Credit Analyst investing in European and US leveraged loans and high yield bonds.  He has also worked on advisory, restructuring and formal insolvency appointments at PricewaterhouseCoopers in Auckland and London. 

Ian has a Bachelor of Commerce (Hons) majoring in Finance from the University of Auckland.

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Tom Monti

Investment Analyst

Tom joined the Milford Private Equity team as an Investment Analyst in 2017 and is responsible for the assessment of opportunities, valuations, executing transactions and supporting the management...

Tom joined the Milford Private Equity team as an Investment Analyst in 2017 and is responsible for the assessment of opportunities, valuations, executing transactions and supporting the management teams of investee companies. Prior to this, Tom had been working in the investment banking team at UBS in Auckland, where he was involved in a number of significant capital markets and private transactions.

Tom holds a Bachelor of Commerce, majoring in Economics and Finance (with First Class Honours) from the University of Canterbury.

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Roland Houghton

Analyst

Roland joined Milford in May 2016 as an Analyst in the Sydney office. His role at Milford is to research, meet and analyse a range of companies to...

Roland joined Milford in May 2016 as an Analyst in the Sydney office. His role at Milford is to research, meet and analyse a range of companies to identify potential opportunities. He is based in the Sydney office. Roland graduated from Victoria University of Wellington in 2014 with a Bachelor of Commerce, double majoring in Finance and Marketing. During his studies he worked at GMI in their KiwiSaver department, and after completing his degree, Roland worked as a junior Portfolio Manager at a boutique funds management company based in Sydney.

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Carla Lavery

Compliance Assurance Specialist

Carla is a Compliance Assurance Specialist and covers a range of risk and compliance activities across the Milford business. Carla joined Milford in May 2013, originally as a Private Wealth...

Carla is a Compliance Assurance Specialist and covers a range of risk and compliance activities across the Milford business. Carla joined Milford in May 2013, originally as a Private Wealth Associate responsible for client liaison and portfolio administration, before moving to the Compliance team in March 2015. After graduating from the University of Ulster in 2008 with an Honours Degree in Business, Carla spent six years working in the financial services industry in the UK and Ireland, working with financial services provider Equiniti ICS and advisory firm RSM McClure Watters, specialising in business advisory, payroll and risk.  Carla relocated to New Zealand from the UK in 2013.

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Stephanie Perrin

Analyst

Stephanie joined Milford in July 2016 as an Investment Analyst for the Global Fund. She is responsible for conducting research analysis across the portfolio of global listed equities...

Stephanie joined Milford in July 2016 as an Investment Analyst for the Global Fund. She is responsible for conducting research analysis across the portfolio of global listed equities as well as identifying new investment opportunities offshore. Previously, Stephanie spent three years as an Analyst in the Goldman Sachs Investment Banking team and has advised on a range of transactions including the IPO of Evolve Education Group and the sale of Aspire2 Group to Archer Capital. Stephanie graduated from the University of Auckland with a Bachelor of Commerce and Science, majoring in Finance, Accounting and Pharmacology.

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Bradley Litt

Dealer

Brad joined Milford in 2014 as a Business Analyst within the Operations team, responsible for the set-up of Milford’s Charles River trading system. Following successful system implementation, Brad...

Brad joined Milford in 2014 as a Business Analyst within the Operations team, responsible for the set-up of Milford’s Charles River trading system. Following successful system implementation, Brad moved to the Investment team, where he has responsibility for trade execution on the Central Dealing Desk. Prior to joining Milford, Brad was a Business Analyst at Standard Chartered Bank. Brad has a Bachelor of Commerce and Civil Engineering from the University of Canterbury.

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Murray Harris

Head of Wealth Management and Advice

Murray joined Milford in January 2013 and is Head of Wealth Management and Advice. Prior to joining Milford, Murray was National Investment Manager at nation-wide Wealth Management business,...

Murray joined Milford in January 2013 and is Head of Wealth Management and Advice. Prior to joining Milford, Murray was National Investment Manager at nation-wide Wealth Management business, where he was also Chairman of the Investment Management Committee and a member of the Senior Management Team.

Murray has over 20 years financial services experience gained with multi-national organisations in New Zealand and overseas. His work experience includes being a Director at Goldman Sachs JBWere Asset Management from 2006 until 2008; and 11 years with BT Funds Management NZ from 1996 until 2006 where he was Vice President and held a number of senior management roles. From 1991 to 1995 Murray was in London and Europe where he worked in several financial services roles.

Murray is a Senior Fellow of the Financial Services Institute of Australasia, where he completed a Diploma of Financial Markets and is a Business graduate from Massey University. He is also a member of Workplace Savings New Zealand and the Institute of Finance Professionals of NZ (INFINZ).

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Mariette van Ryn

Director

Mariette has in excess of 25 years experience in the banking and financial services sector. She was previously a General Manager on Westpac’s Executive Team from 2007 until...

Mariette has in excess of 25 years experience in the banking and financial services sector. She was previously a General Manager on Westpac's Executive Team from 2007 until 2015, during which time she held a broad range of portfolios some of which included, enterprise change programmes, customer solutions, procurement, regulatory affairs and compliance. She was most recently General Manager Regulatory Affairs, Corporate Services & General Counsel and served as a director on a number of Westpac operating companies including the bank's treasury vehicles. Prior to joining Westpac, Mariette was a partner for 17 years in the banking and financial services area at national law firm, Simpson Grierson, where she also served as a board member. Whilst in private practice, she was named Leading International Banking Lawyer by Asia Pacific Legal 500 for four consecutive years and Recommended Lawyer by Global Counsel for three consecutive years. In 2014 Mariette received the Euromoney Australasian Women in Business In-House Counsel award. She has considerable governance experience having held a number of board roles throughout her career.

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Brad Judd

Senior Accountant

Brad joined Milford as the Senior Accountant in July 2016 and is responsible for the financial and management accounting functions along with process management and oversight for Milford....

Brad joined Milford as the Senior Accountant in July 2016 and is responsible for the financial and management accounting functions along with process management and oversight for Milford.

Brad has 10 years’ of financial services experience in London and New Zealand.  Prior to joining Milford, Brad was Finance Manager for Lloyds Banking Group in the Commercial Banking Executive Reporting team.  He also spent 4 years as Group Accountant for Seniors Money International Limited, a global equity release specialist.

Brad holds a Bachelor of Business and Information Management (double major in Accounting and Information Technology) and a Graduate Diploma in Commerce from the University of Auckland.  Brad is a member of the Chartered Accountants Australia and New Zealand.

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Sarah Mitchell

Head of Marketing and Client Experience

Sarah is the Head of Marketing and Client Experience at Milford, responsible for promoting Milford’s Funds and services and the growth and enhancement our client interactions and experience....

Sarah is the Head of Marketing and Client Experience at Milford, responsible for promoting Milford’s Funds and services and the growth and enhancement our client interactions and experience. The marketing team that Sarah heads supports the various client facing areas of the business and Milford’s sponsorship program.

Since joining Milford in 2010, Sarah has held roles across Client Services, Product and Marketing.

Prior to working with Milford she was employed by Hastings Funds Management in Melbourne, Australia, working within Investor Relations and marketing.

Sarah has a Bachelor of Commerce and a Bachelor of Arts (Psychology) from the University of Auckland.

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John Paull

Head of Operations

As Head of Operations, John is responsible for Milford’s Middle Office, Retail Client Services, Front Office Systems, Client Onboarding and other key operational tasks including IT and business...

As Head of Operations, John is responsible for Milford’s Middle Office, Retail Client Services, Front Office Systems, Client Onboarding and other key operational tasks including IT and business support.

Prior to joining Milford in November 2015, John worked at Colonial First State Investments Limited (CFS)  for 13 years, in his last at CFS role where he spent 8 years as Head of Investment Operations he had responsibility for a number of functions including Trade Management, Corporate Actions, Reconciliations, Asset Valuations and Third Party Oversight Responsibilities. John has 18 years Financial Services experience and has a Diploma of Financial Markets from the Financial Services Institute of Australasia (FINSIA).

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Beckie Vanderbom

Risk & Compliance Manager

As Risk & Compliance Manager, Beckie covers a broad range of risk and compliance activities, across the Milford business. Beckie joined Milford in August 2014, after working for Financial...

As Risk & Compliance Manager, Beckie covers a broad range of risk and compliance activities, across the Milford business.

Beckie joined Milford in August 2014, after working for Financial Markets Authority (FMA) as a Senior Adviser, Supervision. Before arriving in New Zealand from UK in April 2010, Beckie spent 10 years working primarily in London in various client-facing, financial services roles. Most recently this was for Towry, a financial advice and investment management firm. She also spent time working for HSBC Bank plc and Legal and General Assurance Society.

Beckie has a BA (Hons) in Politics from University of Sussex, attained the Financial Planning Diploma (Dip PFS) from the Chartered Insurance Institute (UK), and is a New Zealand Authorised Financial Adviser (AFA).

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Mark Ryland

Head of Risk and Compliance

As Head of Risk and Compliance, Mark is responsible for Milford’s operational risk and compliance management including systems development. Prior to joining Milford in May 2014, Mark worked...

As Head of Risk and Compliance, Mark is responsible for Milford’s operational risk and compliance management including systems development.

Prior to joining Milford in May 2014, Mark worked as Managing Director at Brook Asset Management, COO at Macquarie Private Wealth, and in a variety of roles including Acting Head of Wealth, Head of Aegis, and GM Finance and Risk Strategy for ASB Group Investments. Prior to arriving in New Zealand Mark worked as Assistant Director of Operations at Threadneedle Asset Management in the UK.

Mark is a UK Qualified Accountant and a Fellow of Chartered Certified Accountants (F.C.C.A).

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Bryce Marsden

Chief Financial Officer and Head of People & Culture

Bryce has overall responsibility for the Financial and People capability throughout Milford. Since joining Milford at the start of 2010, Bryce has been responsible for a range of...

Bryce has overall responsibility for the Financial and People capability throughout Milford.

Since joining Milford at the start of 2010, Bryce has been responsible for a range of functions within Milford.

Prior to joining Milford Bryce had 16 years of finance industry experience in London and New Zealand, the last 13 years being spent with BT Funds Management (NZ) Limited. As Head of Wealth Operations at BT Funds Management, Bryce was involved in a number of significant operational transitions including the purchase of BT Funds Management by Westpac Banking Corporation and the re-engineering of the funds management business.
He has a Bachelor of Commerce (Double Major in Accounting and Marketing) and a Post Graduate Diploma (Accounting) from the University of Otago. He is a member of the Chartered Accountants Australia and New Zealand and has previously been a director of the Investment Savings and Insurance Association of New Zealand (ISI).

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Brian Gaynor

Head of Investments

Brian is an Executive Director of Milford Asset Management, Head of Investments, Chairman of Milford’s Investment Forum and Private Equity Investment Committee. Brian’s career includes roles as a...

Brian is an Executive Director of Milford Asset Management, Head of Investments, Chairman of Milford’s Investment Forum and Private Equity Investment Committee.

Brian’s career includes roles as a Partner and Head of Research at stockbrokers Jarden & Co, and a member of the New Zealand Stock Exchange. He has also been a board member of a number of listed and public owned entities, including the Guardians of the New Zealand Superannuation Fund. He is also one of the original founders of Milford Asset Management and was Portfolio Manager of the Milford Active Growth funds (Unit Trust and KiwiSaver) from their establishment in 2007 until April 2017.

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Troy Swann

Chief Executive Officer

Troy joined Milford as Chief Executive Officer in October 2016.  With more than 20 years experience in the financial services industry, Troy’s previous role was General Manager Distribution...

Troy joined Milford as Chief Executive Officer in October 2016.  With more than 20 years experience in the financial services industry, Troy’s previous role was General Manager Distribution & Boutique Partnerships at NAB Asset Management, where he drove the build-out of the bank’s asset management businesses, leading the acquisition and establishment of boutique investment management firms across a wide range of asset classes in Australia, the United Kingdom, United States, Canada and Asia.  Prior to that, Troy undertook a variety of strategic roles at NAB and MLC, including General Manager Strategy in National Wealth Management.  During the earlier part of his career, Troy worked as a consultant at Andersen Consulting (now Accenture) and as an economist at the Reserve Bank of Australia.

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