After graduating from Canterbury University in 1979 with a LLB (Hons) Stephen worked as a solicitor before joining Perpetual Trust in 1980 as a solicitor and adviser. He was appointed Chief Executive Officer in 1986 a role he held for seventeen years until 2003, during which time the company increased funds under management from $150m to $12b.
He has also been Chief Executive of two NZX listed forestry funds Opio and Nuhaka and served two terms as Chief Executive of the Trustee Corporations Association.
Stephen relocated to Hawke’s Bay in 2004 to use his experience in investment advice to advise a range of retail clients, as well as advising a range of companies regarding capital market activities. He joined Somerset Smith Partners Havelock North office in 2010.
He has extensive governance experience having been a director of many companies including the SOE MetService.
Stephen has extensive experience to draw on enabling him to provide advice on a wide range of domestic and international investment options in both fixed interest securities and equities.
Stephen has two adult daughters. He has a lifelong interest in sport particularly rugby. He is also keen on music, reading, food and wine and some exercise to keep fit. For the past 18 years he has been a member of the Hastings, Karamu Rotary Club.