Ross is an experienced investment governance analyst and consultant.
He is a founding Principal at MyFiduciary and Fi360 Pacific and currently assists a range of boards, investment committees and advisor groups. His role has enabled Ross to develop insights into the fiduciary standards and processes applied by these different entities, enabling him to speak firmly and bluntly from his uniquely independent viewpoint.
He is responsible for the design and delivery the 2-day Accredited Investment Fiduciary® (AIF) course and Fiduciary Essentials® (FE) for Stewards course in New Zealand, Australia and the Asia Pacific region.
Ross holds the Accredited Investment Fiduciary Analyst® (AIFA®) designation and is a registered analyst with CEFEX, a global, certification organisation providing independent recognition of an entities’ conformity to a defined fiduciary standard. He completed Massey University Business Studies (Financial Planning) program and is an Authorised Financial Adviser (AFA). Ross also graduated from Auckland University in Property Valuation and completed post graduate studies at Lincoln College in Farm Management.
Aaron is an experienced investment professional and consultant.
He is a Principal at MyFiduciary and Fi360 Pacific and currently serves on the Board for the Fairground Foundation and the Investment Committee for Foundation North. He is also an Associate of the New Zealand Institute of Economic Research.
Aaron has worked at the institutional asset management level, as well as for retail-focussed advisory businesses. This includes seven years for the New Zealand Superannuation Fund where he was a member of its Investment Committee and helped establish its passive Reference Portfolio governance benchmark, dynamic asset allocation strategy, and thematic investment strategies.
He has previously worked as a Principal Economist at the NZIER, as CIO for the Stewart Group, as an Economist for the OECD in Paris, and as Manager of Research at the Reserve Bank of New Zealand.
He holds a Master of Economics (Honours) from the University of Auckland and AIFA® designation.