Our board and team

CFA Society New Zealand is led by a team of committed volunteer Directors who plan and implement the strategic vision for the society.  Most Directors oversee a portfolio or a strategic area.

The Board meet regularly to carry out governance, provide updates on their portfolios, and to plan and review initiatives.

David Kandziora, CFA, CAIA – Chair, Board Portfolio: Advocacy


David is a Senior Investment Consultant at Russell Investments. He is part of the team that delivers a range of services to assist institutional investors in meeting their goals, including investment strategy, governance advice and implementation services through Russell Investments’ Outsourced Chief Investment Officer solution. Prior to joining Russell Investments in 2020, David worked in a variety of consulting and advisory roles focused on mergers and acquisitions, corporate finance and economic analysis. David has a Bachelor of Commerce (Finance) and a Bachelor of Laws (LLB) from the University of Auckland.

Christina Leung, CFA – Vice Chair, Board Portfolio: Employer Outreach, Member Engagement & Inclusion


Christina is Deputy Chief Executive (Auckland) and Principal Economist at the NZ Institute of Economic Research (NZIER), where she looks after economic forecasts and analysis of the Quarterly Survey of Business Opinion. Christina also works with many clients looking at topical issues, including the wider economic impact of particular industries and investments. She previously worked at the Reserve Bank of New Zealand and ASB. Christina holds a Bachelor of Commerce with first class honours in Economics.

Chelsea Leadbetter, CFA – Director, Board Portfolio: University Outreach


Chelsea is a Senior Equity Analyst at Forsyth Barr, with her current primary stock coverage including the Healthcare sector, Gaming sector and coverage within the Food, Beverage & Agriculture sector. She has a BCom and BSc from Victoria University, majoring in Finance and Psychology and has an Honours degree in Finance.

Eric Wei, CFA – Director, Board Portfolio: Candidate Outreach


Eric is the managing director at Fidelity Capital Partners, where he manages assets for large institutional clients and family offices.  He previously led the Wealth Management Asia/Global Markets division at Jarden. Prior to this Eric was the Head of Family Office at Bank of China (NZ) Limited. Eric has a Masters of Applied Finance degree from Victoria University.

Shane Solly, CFA – Director, Board Portfolio: Education & Professional Development


Shane is a Director at Harbour Asset Management, portfolio manager for the Harbour Equity Focus Fund and the Harbour Real Estate Fund, and also supports the management of Harbour’s other equity mandates. Shane has more than 25 years experience managing portfolios for investors at ANZ, Citibank, Goldman Sachs, ING and Mint. He holds a Bachelor of Business in Finance from Massey University.

Hamish Ellis-Jack, CFA, Director, Board Portfolio: Candidate Outreach


Hamish is the Chief Financial Officer of Sustainable Property Investment, a value-add commercial property fund with 10 Auckland based commercial property assets worth $155 million. Hamish has significant experience in corporate finance, strategy and investment advisory having worked for Deloitte and some of New Zealand’s largest corporates as well as a boutique Investment Bank.
During his time in London Hamish was a member of the CFA Society of the UK. Hamish holds a Bachelor of Commerce in Accounting and Finance and a Certificate in Languages in German from the University of Auckland. Outside of work Hamish is a passionate field hockey umpire and is on the Board of North Harbour Hockey.

CFA Staff: Helen Mexted – Operations Director 


Helen has extensive experience in investment and membership organisations. She manages the overall operations of the Society, including member communications, engagement, services, and the Society's education programmes. Helen also collaborates with committees, universities, employers, partners, and sponsors to promote the CFA brand and strengthen the pipeline of future investment management professionals.
Email: [email protected]

CFA Staff: Olivia McGregor – Events Manager

Olivia manages the Society's member and partner events programme, which includes member networking, social and educational events, webinars, the annual Forecast Lunch, the CFA Challenge, and support for our Investment Conference.
Email: [email protected]