CFA Society New Zealand is led by a team of committed volunteer directors who plan and implement the strategic vision for the society. Each director oversees a portfolio. Two part-time staff support the directors and the society.
The Board meet monthly to carry out governance, provide updates on their portfolios, and to plan and review initiatives such as events.
Dr. Jeffrey Stangl, CFA – Chair
Jeff has been Chair/President of the Society since 2015. Originally from California, Jeff is Executive Director – Strategic Partnership, Massey Business School, Massey University (Auckland).
Simon O’Grady, CFA – Vice Chair
Simon is Chief Investment Officer, Kiwi Investment Management (Wellington)
Nick Williams, CFA – Secretary and Advocacy Portfolio
Nick is a Partner at Meredith Connell (Auckland)
Zoe Wallis, CFA – Women in Finance Portfolio
Zoe is Head of Transactions and Payments, Kiwibank (Wellington)
Chelsea Leadbetter, CFA – University Outreach Portfolio
Chelsea is Senior Equity Analyst, Forsyth Barr (Wellington)
Eric Wei, CFA – Candidate Engagement Portfolio
Eric is Director, Wealth Management Asia, Global Markets at Jarden (Auckland)
Paul Richardson, CFA – Member Services Portfolio
Jim McElwain – Employer Engagement Portfolio
Jim is Executive Director of the Institute of Finance Professionals New Zealand (Auckland)
Kylee Goodwin – Executive Officer
Kylee manages administration, events and communications for CFA Society New Zealand
Phone +64 22-0847-964
Lynda Hanson – Accounts and member administration
Lynda manages local membership enquiries including the Associate Membership
Phone +64 21-260-2192