M: +64 21 824 449
Chris is a Principal and co-owner at MyFiduciary.
In his role he works closely across all MyFiduciary clients and serves the Investment Committees for a range of independent financial advisers, iwi, and charitable entities.
Chris has over 22 years investment experience working in Auckland, London, Sydney and Chicago, including 12 years at Morningstar, much of it as head of research for Australia/New Zealand. Prior to joining MyFiduciary he was Director of Manager Research for the Asia-Pacific region at Morningstar. In this role Chris led Morningstar’s fund review processes, managed the research teams, and chaired the Investment Committees for Australia, New Zealand and India. He also worked in Chicago from 2014 – 16 and led a team of around 50 analysts across six countries who collected Morningstar’s managed investment data. Chris has deep funds management knowledge and worked within funds management firms AllianceBernstein and F&C Asset Management in London.
Chris is passionate about the advice industry after starting out his career in 1999 at New Zealand Financial Planning. Chris holds a Bachelor of Commerce Degree from Lincoln University (New Zealand) and the AIFA® designation.