Chief Investment Officer
DipBank, CFA, AFA
Simon O’Grady is our Chief Investment Officer and leads the Investment Management Team, with overall responsibility for investment management processes and functions.
An experienced senior executive with extensive hands-on experience across all asset classes and styles, Simon has a strong track record in building and operating successful investment management businesses in both New Zealand and Australia.
Simon has spent 25 years working in investment management, with previous experience in various senior management roles including stints heading the areas of investment strategy, fixed interest, asset allocation, global and alternatives in Australia. Prior to this, he was with the Reserve Bank of New Zealand, managing their foreign reserve investment portfolios.
A CFA charter holder, Simon is also a fellow of the Financial Services Institute Australasia (F.FIN) and a current director of the CFA society of NZ. He is an Authorised Financial Adviser (AFA) and holds a Diploma in Bank Finance from Massey University.