Our People
Our team has a wealth of experience in the financial sector, includes luminaries in the world of ethical investing, a brilliant customer services team (available to you) and expert Board of Directors.
John Berry
Co-Founder, CEO & Resident Wayfinder, Member of Ethics & Investment Committee
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 is a board member of Men’s Health Trust. In 2023 John was awarded as the Sustainable Business Networks Sustainability Superstar.
Bio
Wayne Ross
Chief Investment Officer
Wayne is CIO at Pathfinder. He has over 30 years' experience in financial advice, investment management and finance industries having led high-net worth investment teams at Alvarium, Newton Ross, and Sovereign Group. He has extensive direct portfolio management skills as well as fund manager selection, portfolio construction and asset allocation experience.
Bio
Lily Richards
Creative Director
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.
Bio
Michael Kenealy
Portfolio Manager
Prior to Pathfinder, Michael was a Portfolio Manager at Mint Asset Management and before that spent 7.5 years at Salt Asset Management. Michael also spent nearly 3 years as an Investment Analyst in Peru working for a Philanthropic fund, having started his career at Goldman Sachs JBWere in New Zealand after graduating with 1st Class Honours from Auckland University (BCom Hons Finance and Economic).
Michael is a CFA Charterholder
Michael is a CFA Charterholder
Bio
Alex Safran
ESG Analyst
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.
Bio
Jeremy Ward
Portfolio Manager
Jeremy joined us in 2024 from Jarden where he was Director of Global Equities overseeing the management of the global equities' portfolio and strategy. Prior to Jarden, Jeremy held the position of Director at Coutts & Co. in the U.K., where he managed the institution’s £12 billion Multi-Asset Fund range for eight years.
Bio
Jeanette Kassa
Financial Advisor
Jeanette has 6+ years of experience in financial services, working in both Auckland and Australia. With a Diploma of Financial Planning Personal Advise (RG146) and a New Zealand Certificate in Financial Services, she’s an experienced and passionate financial advisor.
Bio
Simon Leach
Senior Relationships Manager
Simon heads up the distribution team at Pathfinder, setting strategy and managing third party relationships. This portfolio includes independent financial advisers, investment platforms and referrers, and corporate & community programmes. Simon is a purpose driven collaborator, holds an Executive MBA through Massey University, and lends his expertise to multiple charities on a board/committee level.
Bio
Bryony Greenhalgh
Corporate & Community Relationships Manager
Bryony is a values-driven relationships enthusiast responsible for building and nurturing Pathfinder’s connections with businesses and communities across Aotearoa. She is passionate about providing people with the education and knowledge they deserve to feel empowered about their money decisions and often facilitates values-based financial wellbeing workshops at workplaces and events.
Bryony is committed to contributing towards the wellbeing of our planet and future generations through sustainability & regenerative practices. She has a background in law and philanthropy, is a qualified solicitor and a Board Member of Headway New Zealand (the Brain Injury Association).
Bryony is committed to contributing towards the wellbeing of our planet and future generations through sustainability & regenerative practices. She has a background in law and philanthropy, is a qualified solicitor and a Board Member of Headway New Zealand (the Brain Injury Association).
Bio
Ana Dermer
Marketing and Communications Manager
Ana is a marketing and communications specialist with a strong design and sustainability background that spans over 20 years. She is passionate about helping good companies promote good in the world as a way of staying positive about the future and leaving a legacy for future generations. She has Bachelor of Commerce and Diploma in Multimedia Design from the University of Otago. She has also completed courses in interior design, skiing and photography - her favourite hobbies.
Bio
India Oldham
Marketing Executive
India has worked in sustainability focused roles for 8+ years in both Aotearoa and Jamaica.
She holds a Masters degree in Marine Biology and has a passion for our moana nui, people and papatūānuku. Her aim is to ensure sustainable investing options are available to everyone. As a member of the creative team, India works to bring attention to Pathfinder's ethical offering.
She holds a Masters degree in Marine Biology and has a passion for our moana nui, people and papatūānuku. Her aim is to ensure sustainable investing options are available to everyone. As a member of the creative team, India works to bring attention to Pathfinder's ethical offering.
Bio
Zinaida Pljakic
KiwiSaver Relationship Manager
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.
Zina has a Bachelor Degree in Accounting.
Bio
Akanksha Chhabra
Operations Analyst
Akanksha brings over two decades of expertise in customer service and client-facing positions, collaborating with diverse groups across various industries. Her fervour for sustainability drives her commitment to assisting clients in contributing to the well-being of our planet and future generations.
Bio
Avinash DeSilva
Technology Officer
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.
Bio
Caity Body
Compliance Officer
Caity is responsible for regulatory and operational compliance. She has over 6 years' 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. Caity is passionate about sport and the outdoors and taught SCUBA diving for 4 years while at university.
Bio
Pippa Styles
Group Financial Controller
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.
Bio
Kent Fraser
Chair of the Investment Committee
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).
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).
Bio
Sandy Maier
Chair of the Board of Directors
Sandy was appointed Chairman of Pathfinder in 2009 and has worked with the Board to maintain high standards of corporate governance over the last decade. He has previously been on the boards of many listed and private NZ companies. Sandy has profound experience as corporate doctor and held senior executive roles in the financial service industry. Sandy has a B.A. from Yale University and a J.D. from Harvard Law School.
Bio
Anya Satyanand
Co-chair of the Ethics and Investment Committee
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.
Bio
Mei Fong
Director, Chair of the Compliance Committee, and Member of Ethics & Investment Committee
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.
Bio
Brett Gamble
Director
Brett has an extensive background in private equity and corporate finance globally working in the USA, UK, Australia and New Zealand. He is currently CEO of Gough Investments Ltd and Managing Director of Alvarium Investments (NZ) Limited. He holds a number of directorships, including for Mike Greer Homes and Mojo Coffee, and has grown businesses in both ownership and executive roles.
Bio
Simon Tompkins
Director, Member of Ethics & Investment Committee
Simon has enjoyed over four decades in financial markets. He joined Alvarium in 2018 when they acquired a controlling interest in NZAM, a company Simon was a principal in since 1997. Prior to NZAM he was an investment banker at Fay Richwhite for twelve years. Simon is a Trustee of the Auckland Rescue Helicopter Trust and has a B.Com/LLB from the University of Canterbury
Bio