Our People

John is committed to making ethical investment accessible to all NZ investors. Before co-founding Pathfinder in 2009 John worked in law firms and investment banks in Auckland, London and Sydney. He has a BCom/LLB(Hons) from Auckland University and has held a number of board and advisory board roles connected to health, education and venture capital, and is currently on the investment committee for a faith-based organisation. In 2023 John was awarded as the Sustainable Business Networks Sustainability Superstar. In 2024 he was awarded the Sustainability Leadership Award at the Robert Walters New Zealand Leadership Awards.

With over 10 years of marketing experience in a variety of industries (such as publishing, creative arts and technology), Lily brings an outsider's eye to the financial industries. Overseeing PR, advertising, communications and brand, Lily is passionate about helping Kiwis harness the power of ethical investing to grow wealth and well-being.

Greg started his career as an Economic Analyst with Westpac Investment Management from 1997-2000 before becoming Economist of the International Textile Manufacturers Federation from 2000-2004, based in Zurich. He spent ten further years in Switzerland, working for Credit Suisse Private Banking and Wealth Management in the Global Research division, as Senior Analyst for the Investment Decision Cockpit. Returning to New Zealand in 2015, Greg joined First NZ Capital (now Jarden) in the Wealth Research team as Strategist, and then AMP Capital, where he was Head of Investment Strategy (NZ) from 2016-2021.

Greg holds a Masters of Arts (Distinction) from the University of Canterbury.

Namrita has more than a decade of experience across investment analysis, multi-asset investing and investment research. Her experience includes portfolio analysis, manager research, investment strategy, performance analysis, and ESG and climate analysis, bringing a long-term perspective to Pathfinder investment decision-making.

Caity has over six years of experience in the financial sector, from banking to software providers. Caity has a Bachelor or Commerce in Economics from Victoria University and Bachelor of Design (Honours) from Massey University.

Kelly joined Pathfinder in 2025 to lead its investment in private assets. She brings over 15 years’ experience on the buy side, including more than a decade investing in private markets across Europe, the UK and North America.

After over ten years in London with a global alternative asset manager, Kelly recently returned to New Zealand, bringing deep international expertise and a strong global network. She is passionate about helping Pathfinder members access private market opportunities that enhance long-term returns while contributing to positive environmental and social outcomes.

Alex is an environmental scientist with a passion for sustainability and responsible investing. Alex brings experience in the field of climate science and financial services, having worked as a consultant first at Tonkin & Taylor and PwC, and then working in house as an ESG expert at BNZ, ASB and Kernel Wealth. Alex is committed to helping kiwis grow their wealth in a responsible manner that contributes to addressing some of our biggest problems such as climate change.

Simon is committed to creating meaningful impact through collaboration and strategic relationship management. With substantial experience at not-for-profits like UNICEF NZ and WWF Australia, Simon believes in the power of stakeholder capitalism - helping to connect business, communities and charities to drive lasting change. 

Simon’s role at Pathfinder is dedicated to helping employers and individuals align their financial investments with their ethical values. He holds an Executive MBA from Massey University.

Trent is a financial adviser, providing in-house financial advice on Pathfinder products and support for our members. He brings over five years of experience in financial services, having previously worked as a Mortgage Adviser and at Craigs Investment Partners supporting their members and adviser network.

After spending a year overseas, Trent saw first-hand the extremes of the wealth divide and is committed to reducing income inequality by using the skills he has developed in the industry to educate people in financial literacy and guide them to confidently take control of their financial future.

Trent holds the New Zealand Certificate in Financial Services (Level 5), Investment Strand. He also holds a Bachelor of Business from Auckland University of Technology (AUT), majoring in Finance with a minor in Accounting.

Yaz is part of the Client Services team at Pathfinder and has over 9 years of experience in customer service. She brings a passion for helping clients feel supported with their finances and a range of expertise in customer care within the finance sector.

Zina joined Pathfinder in November 2022 and has over 12 years of experience in customer service within the finance sector. She is responsible for our Pathfinder members, maintaining customer accounts and helping them with questions and queries.

Zina has a Bachelor Degree in Accounting.

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Ko Wairoa matangirau te awa
Ko Takitimu te waka
Ko Ngāti Kahungunu ki Wairoa te iwi
Ko Te Rauhina te whare tipuna

Jade is a Digital & Social Marketing Strategist, Creative, and Producer with over 11 years of experience, seamlessly integrating strategy, creativity, and execution to drive impactful campaigns and content.
They thrive on developing innovative and award winning ideas, crafting engaging content, and being a part of a team that brings those ideas to life.

India has more than eight years of experience in sustainability-focused roles across Aotearoa New Zealand and Jamaica. She holds a Master’s degree in Marine Biology and is deeply passionate about protecting our moana nui, supporting thriving communities, and caring for Papatūānuku.

India helps to embed purpose and positive impact across Pathfinder’s business while championing the role ethical investing can play in creating a more sustainable future. She is committed to making sustainable investment options accessible to all New Zealanders and works to raise awareness of Pathfinder’s ethical investment approach and the positive change it seeks to create.

Avi has a passion for using technology to solve complex problems. He has worked in both vendor and in-house tech teams and has led digital transformation programs for some of the biggest names in NZ business. Avi is experienced in guiding organizations through digital innovation and is currently leading the digital transformation journey where he is focused on enabling our teams to do what they do best. He is also studying a Master’s in Information Governance and is building an extensive knowledge base on Privacy Law and modern Cybersecurity practices.

Pippa looks after Pathfinder’s financial accounts. She’s had over 20 years’ accounting experience, including in London where Pippa was a member of the Stock Exchange. She has a BCom (Accounting) from Auckland University. Pippa has been generous with her time to family-orientated organisations and charities, including fundraising initiatives.

Kent has over two decades of international experience in financial services and corporate leadership. He has held executives roles in the UK, China, and South Korea and provided consultancy services in specialist treasury, debt capital markets and financial risk management for a broad range of enterprises including banks, investment banks, corporate treasury’s, insurance companies and government entities. Group Treasurer and trading roles include HSBC, Heartland Bank, Fonterra and Transpower.

Kent has worked with the Investment Committee for Pathfinder since 2017 and has a Bachelor of Property Administration from the University of Auckland and is a Certified Treasury Professional (INFINZ).

Anya is passionate about young people’s role in the future of our economy, communities and democracy. She is currently Chief Executive of Leadership New Zealand and before that Chief Executive of The Prince’s Trust NZ. Anya has a B.A. from Canterbury University, a Graduate Diploma of Teaching and Learning from the Christchurch College of Education and continues her postgraduate study at Victoria University. She brings specialist NGO and ethics skills to Pathfinder.

Mei has extensive experience in banking and finance, tax and compliance. She is currently Head of Compliance at Alvarium in New Zealand. She has worked in law firms in Hong Kong, London and Wellington, and has also managed a wine business introducing New Zealand wines to the New York market. Mei has an LLB/BCA from Victoria University in accounting and finance.

Shane has more than 30 years of experience in the financial markets sector, working in the UK and New Zealand. He joined the leading New Zealand wealth management company, Forsyth Barr, in April 2002, having previously worked in private client and institutional broking roles for 15 years, including at JBWere.

His career at Forsyth Barr spanned over twenty years and saw him hold many senior roles, including Head of Retail Broking and Head of Wealth Management. Shane also served as Executive Director for the Group from 2008 to December 2023. He recently retired from Forsyth Barr.

Shane was a member of the Financial Market Authority’s Code Committee for Financial Advisers for seven years. He has several private investments and director appointments in New Zealand.

Brett has an extensive background in private equity and corporate finance globally, having worked in the USA, UK, Australia and New Zealand. He is currently CEO of Gough Investments Ltd where he leads the Gough Investments team and is responsible for the investment and asset management strategy and the overall operations of Gough Investments and the Gough Family Office.