Our Group Leadership Team is responsible for the operative management of Trustees Executors and have extensive specialist knowledge across a wide range of financial services.
Ryan joined Trustees Executors as Chief Executive Officer in April 2018. Previously he served as COO of Equity Trustees, Australia’s largest independent trustee company. Ryan has over 20 years of experience in the financial services sector, with a strong focus on general and technology management, investment operations, project management and people management. He has a proven track record in delivering successful business growth through organic growth initiatives and M&A.
Ryan has completed the Programme for Leadership Development (PLDA) at Harvard Business School, where he was selected to achieve lifetime Alumni status.
Stuart has over 20 years business management and accounting experience in the service, wholesale and retail industries. He has a further 12 years involvement in product and service administration and development across various industry sectors. Stuart joined Trustees Executors in 2009 and leads the corporate finance team as well as supporting the Company's business units in various financial matters, projects and advisory services.
Geoff was appointed to the new role of Chief Operating Officer in October 2019 with the responsibility for overseeing the Company’s daily operations and business strategy. Geoff has more than 25 years’ experience in the Australian trustee and financial services sector, and has deep leadership experience in strategic planning, finance, operations, sales and marketing, business development and M&A.
He was previously Executive General Manager of Trustee and Wealth Services at Equity Trustees, an ASX-listed trustee company. Prior to this, he was the founding CEO of Financial Services Partners, a Top 20 dealer group that had funds under advice of $4.5 billion.
Rob joined Trustees Executors as Chief Risk Officer in November 2019 and assumed the position of Chief Risk Officer & General Counsel in September 2020. Previously he was Head of Capital Markets Disclosure at the Financial Markets Authority. Prior to that he spent 14 years working for major New Zealand, UK and United States law firms advising clients on M&A, private equity and major projects involving the energy, defence and transport sectors. Rob brings a deep understanding of New Zealand’s legal, regulatory and compliance frameworks alongside a track record of focused strategic thinking and leading high performing teams.
Matthew was appointed General Manager in May 2018, having joined the Corporate Trustee Services team in Auckland in January 2005. Prior to this he held banking, treasury, fund administration and operations positions in the finance sector in New Zealand and in the UK. He has had previous experience supervising Managed Investment Schemes, Non-Bank Deposit Takers, Debt Issuers and Retirement Villages.
Sarah joined Trustees Executors in 2018. Sarah is a commercial HR leader with 20 years’ experience across the full breadth of Human Resources capability. Sarah brings to Trustees Executors extensive experience in leadership coaching and growth, strategic workforce planning, change and transformation, culture, talent management and project delivery. She has a diverse background across a number of different industries including Financial Services, Technology, Telecommunications and Public Sector.
Geoff was appointed General Manager, Portfolio Services in 2021 and prior to that led the Investment Administration business. He joined TE in 1996 and from 2001 managed the Custody team. With nearly 25 years’ experience at TE, Geoff has managed the onboarding of multiple clients and sub-service providers and supported the growth of many our clients’ businesses through start up to where they are today.
Jeff joined Trustees Executors in 2014 and was appointed General Manager, Member & Investor Services in 2021. He has a wealth of experience in Registry operations and client service delivery.
Jeff has over 25 years' financial services experience, predominately within the managed funds industry. Prior to joining Trustees Executors his financial services experience includes 13 years with TOWER Investments and eight years with ANZ Funds Management and ANZ Life
Percy joined Trustees Executors as Programme Director Institutional Clients in September 2019. In September 2020 he was promoted to Chief Transformation Officer and more recently appointed Chief Technical Officer as well. Previously he had the role of Programme Director Corporate at OneVue in Australia in charge of the Project Management Office overseeing an extensive list of initiatives. He had earlier spent 15 years working for EQT Trustees, Link Market Services, IBM and others in the United States and Peru. Percy, who brings extensive experience in project/programme management and leadership, change management and process improvement, has a Degree in Industrial Engineering and Project Management, an MBA and is a member of the Australian Institute of Management.
Justin is responsible for leading the Private Wealth team, which includes Investments, Trust and Estate planning services. He has more than 20 years’ experience in financial services and other growth industries, most recently in the retirement sector. Justin brings wide ranging experience and proven track record at leading large network business units, building high performance teams and delivering strong growth objectives across service distribution channels. He has extensive strategic and people leadership, experience in developing key commercial partnerships and is passionate about delivering a great client experience.