Rātā Foundation
Chief Financial Officer & Chief Investment Officer
Oversaw the $650 million portfolio behind New Zealand’s second-largest community trust.

Ten years as Chief Financial Officer and Chief Investment Officer at Rātā Foundation, New Zealand’s second-largest community trust.
Community trust investment. Infrastructure and private capital.
Chief Financial Officer & Chief Investment Officer
Oversaw the $650 million portfolio behind New Zealand’s second-largest community trust.
Investment Committee
Over $100 million invested; over $30 million gifted.
Advisory Committee
Funds behind more than $3 billion of schools, healthcare facilities and roads.

Rooted in the Bay. Invested in its future.
My connection to the Bay goes back to childhood holidays. We bought our home on Tay Street in 2020, and Mount Maunganui is now home for good.
I am fluent in philanthropy and community impact, not just investment — a decade alongside the groups who apply for grants.
TECT has grown from $40 million to over $1 billion. That only continues if the capital is protected first.
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