Stephen has over 20 years of investments experience and 11 years of portfolio management experience. Prior to founding Castle Point, Stephen was Equities Manager at Tower Investments, where he co-managed the global and domestic equity portfolios.
Before he joined Tower Investments, he worked as Senior Portfolio Manager for NZ Funds Management, where he managed an equity income fund.
Stephen moved to New Zealand in 1996 after working in Edinburgh and London. He worked for Scottish Provident and Ivory & Sime in mid-office investment accounting roles before relocating to London to work in the Global Custodian Division at State Street London.
Stephen graduated with a Bachelor of Commerce (Hons) in Business Studies and Accounting from the University of Edinburgh in 1991. Stephen is also a CFA charterholder.
Stephen is married to Siobhan and they have three children, twin boys, Ewan and Alec and a daughter, Keira. When not at work Stephen operates a free taxi service for his children.