Head of Portfolio Management and Private Capital BA, PGDipAcc
Susan is the Head of Portfolio Management and Private Capital at Kiwi Invest. Her responsibilities include the selection and management of private equity investments as well as broader portfolio management, trading, market risk and implementation. She also has over sight of the Future State Strategic Change Programme for Kiwi Invest. She has held a number of roles within the organisation and was previously Head of Investment Strategy where she was responsible for management of global equities.
Susan has a 30 year career in global and domestic markets including equities, bonds and currency. Initially she began her career at O’Connor Grieve covering NZ equities before moving to portfolio management at ANZ Asset Management and then to Gareth Morgan Investments, the predecessor of Kiwi Wealth.
Susan has been with Kiwi Wealth since 2006 and has a BA and Post Graduate Diploma in Accounting from Victoria University of Wellington. She is also a Member of the Institute of Directors.