CFA Society New Zealand

A Member of the CFA Institute Global Network of Societies



CFA Society New Zealand is led by a team of committed volunteer Directors.  The Directors 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 – President

Jeff has been President of the Society since 2012.  Originally for California, Jeff is Executive Director – Strategic Partnership, Massey Business School, Massey University ( Auckland).

Simon O’Grady – Vice President

Simon is Chief Investment Officer, Kiwibank (Auckland)

Nick Williams – Secretary and Advocacy portfolio 

Nick is a Partner at Meredith Connell (Auckland)

Zoe Wallis – Women in Finance portfolio 

Zoe is Head of Transactions and Payments, Kiwibank (Wellington)

Chelsea Leadbetter – University Outreach portfolio 

Chelsea is Senior Equity Analyst, Forsyth Barr (Wellington)

Eric Wei – Candidate Engagement portfolio

Eric is Director Wealth Management Asia, Global Markets at FNZC (Auckland)

Dr Katrin Gottschalk – Social media portfolio

Katrin is a Senior Lecturer in Finance at Auckland University of Technology (Auckland)

Paul Richardson – Member Services portfolio

Paul is Executive Director, CIO, Mint Asset Management (Auckland)

Jim McElwain – Employer Engagement portfolio

Jim is Executive Director of Institute of Finance Professionals New Zealand  – INFINZ (Auckland)

Support Staff

Kylee Goodwin – Executive Officer

Kylee manages administration, events and communications for CFA Society NZ

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

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

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