Current members

Members of the Committee are appointed by the Consilium Executive Management Team for a period of 12 months and may be considered for re-election annually thereafter. The current members of the Consilium Investment Committee (CIC) are:

Damon O’Brien, CFA, B Com, DipPFP — Head of Investment Services

Damon is a CFA Charterholder with over 23 years’ experience in the wealth management industry, primarily specialising in asset allocation, investment research and portfolio management. His additional qualifications include completing a degree in Commerce from Canterbury University, a Post Graduate Diploma in Business Studies (in Personal Financial Planning)

Damon is a Chartered Financial Analyst (CFA® charterholder), a member of the New Zealand CFA Society and a member of the New Zealand Institute of Directors.

Professor Ben Marshall, BBS, MBS(Hons), and PhD Independent Academic Consultant

Professor Ben Marshall serves on the editorial board of a number of journals and has consulted to public and private companies in a range of different areas. He holds the MSA Charitable Trust Chair in Finance at Massey University.

Professor Marshall has undertaken research in areas such as the impact of climate on financial markets, factors that influence stock returns, quantitative approaches to portfolio management, transaction cost and illiquidity measurement, and exchange traded funds.

His research has been published in leading international journals and he is a regular speaker at international finance conferences. Professor Marshall is currently ranked in the top 1% of authors based on downloads of his working papers. Professor Marshall has a particular focus on governance, analytical support and policy review.

Mitchell Bristow, BSc, B Com, CFA Investment Research Lead

Mitchell is a CFA Charterholder with over 15 years’ experience as a senior quantitativeanalyst and risk manager for two fund of hedge fund businesses in Hong Kong.

Mitchell has primary responsibility in areas of investment analysis, performance monitoring, supplementary fund due diligence, asset allocation and research.

Mitchell holds a Bachelor of Science (majoring in Statistics) and a Bachelor of Commerce (majoring in Management Science) from the University of Canterbury.

Lydia Luo, B Com, BA, AIF Investment Analyst/Team Leader

Lydia has been working for Consilium for over 5 years with the primary focus of her role including monitoring the model portfolio’s performance, risk and attribution, and assisting with strategic asset allocation and RFP.

Before working at Consilium, Lydia was in the managerial roles in products and services firms. In this role, Lydia was involved product development, planning, decision making and communication with internal and external sources.

Lydia has a Bachelor of Commerce majoring in Operations Research and a Master’s degree in Applied Finance and Economics from the University of Canterbury. Lydia is a candidate in the CFA® program and is bound by the CFA Institute’s Code of Ethics and Standards of Professional Conduct.

Ben Brinkerhoff, B Com, BA, AIF Head of Advice

Ben is Head of Advice and has been with Consilium since the foundation of the business. Ben is responsible for Consilium Partner Services and business development, and sits on the Consilium Investment Committee.

Ben is an Accredited Investment Fiduciary (AIF) and has a degree in both History and Economics from the University of California. In 2010, he passed the United States Certified Financial Planner exam.

Ben has over 20 years’ experience in financial services, undertaking roles such as economist for the Qatar Economic Free Zones as well as senior executive roles within a large US financial advisory firm