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 

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)

Support Staff

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



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