Ross Fowler, AIFA®, Managing Director

Ross is Managing Director of fi360 (Australasia) Limited, with responsibility for the practical implementation of services in New Zealand and Australia, in conjunction with the Center for Fiduciary Studies (Pittsburgh).

This has involved establishing and teaching the AIF® course (provided in association with Massey University), the development of technical support to AIF® designees and consulting services to fiduciaries, including legal and accounting firms, financial adviser groups, investment committees and boards.

As Managing Director his primary focus is the ongoing development of both the AIF course material and fi360 services to ensure relevance in the NZ and Australian financial intermediary environments.

Ross graduated from Auckland University having studied Urban Valuation and completed post graduate studies at Lincoln College in Rural Valuation and Farm Management. Initial years in valuation practice were followed by 15 years of consulting on property development and investment with corporate clients. He then completed his Diploma in Business Studies (Personal Financial Planning) through Massey University.

Ross has assisted professionals, trustees, and investment advisers to keep pace with new standards and gain access to advanced investment solutions and decision making technology, thus enabling them to discharge their responsibilities and bring genuine value to their clients and beneficiaries.

Email:

Jill Fowler AIF®

Jill’s primary role is to provide documented strategies for those with fiduciary responsibilities. This includes reviews of fiduciary compliance, assessing investor confidence and investment portfolio critiques that are relevant and specific to each client.

Email:

Anita Gray

Anita joined the fi360 (Australasia) team in October 2005 having recently immigrated to New Zealand from the UK. Anita’s primary role at fi360 is PA to the Managing Director – Ross Fowler including coordinating AIF® programmes, conferences, AIF® administration and renewals.

Email:

Executives based in the US who work closely with fi360 (Australasia) Ltd:

Blaine Aikin, President and CEO of fi360

Previously the Chief Knowledge Officer and Director of Training for fi360, he is the primary architect of the AIFA program and a major contributor to the development of the Fiduciary Excellence concept that is at the heart of our products and services. He is the author of numerous articles on the subjects of fiduciary responsibility and investment management, and the author of the monthly Fiduciary Corner column in InvestmentNews magazine.

Blaine received his Master of Public Management and Policy degree from the Heinz School of Carnegie-Mellon University. Upon graduation from CMU, he was selected for the prestigious Presidential Management Intern Program which involved management assignments in the U.S. Department of Treasury and the U.S. Senate. He subsequently served as Budget Officer for Prince William County, Virginia. Blaine then entered the private sector in professional financial management. He earned the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations and served as a principal and Chief Investment Officer of Allegiance Financial Advisors. After providing contract training and consulting services for PNC Financial Services Group, Blaine became a Senior Vice President and Director of Product Development and Management for PNC Advisors. For several years, he also served as an adjunct faculty member of the College for Financial Planning; providing instruction in investment planning and other subjects leading to the Certified Financial Planner designation.

 Rich Lynch, COO of Fiduciary360

As one of the main instructors for fi360 Training, he is instrumental in providing investment education and training programs that award the Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA) professional designations. He also provides oversight to fi360 Tools, which has developed sophisticated Web-based tools and reporting, including the innovative fi360 Fiduciary Score and the Fund Family Fiduciary Rankings for trustees and investment professionals.

Rich assisted with the development of the industry's fiduciary handbook series, Prudent Practices for Investment Fiduciaries.

Rich graduated from the United States Coast Guard Academy with high honors in Economics-Management, where he received the Superintendent's Award for leadership at graduation. During his twenty-year Coast Guard career, he served aboard three ships as Operations Officer, Executive Officer and Commanding Officer respectively. In addition, he held various senior-level financial management positions, including an assignment to the National Pollution Funds Center, a newly established Coast Guard unit responsible for managing the $1 billion Oil Spill Liability Trust Fund. Rich received his Master's of Business Administration degree (Magna Cum Laude) with an emphasis in Operations Research from George Washington University.