The Foundry Team is made up of some of the most experienced advisers in New Zealand, as being in this industry for over 30 years each
STEPHEN JAMES ROGERS
CEO & Founder
Stephen Rogers is the principal of Foundry Asset Management Limited. He established Foundry in May of 2009 following his twenty-five years experience in the financial services industry.
Stephens brings management, and advising experience gained with some of New Zealand’s most successful fund and wealth management companies. This included one of New Zealand’s largest wealth management firms with an excess of NZ$1.2 billion under management. Stephen provides input strategy and Peer Group review.
“I get a thrill about helping clients make money particularly when it is as simple as being not distracted by either market glitter nor volatility, making the right decisions on what to buy and what to sell based on fundamentals, not emotion, in the context of each individual’s other holdings and circumstances. This is particularly at critical moments such as market downturns.”
DR ROGER SU
Investment Committee | Peer Reviewer
Roger holds a Doctor of Philosophy, and a Master of Business from Auckland University of Technology, New Zealand. He also holds a Postgraduate Diploma in Finance from The University of Waikato, New Zealand, a Graduate Diploma of Financial Studies (Personal Financial Planning) from Massey University, New Zealand, and a Bachelor of Economics from Liaoning University, China.
Roger is a Certified Practicing Accountant (CPA Australia), lectures in Accounting and Finance at AUT University and is an Authorized Financial Advisor (AFA).
Investment Committee | AFA
Keith’s experience in financial services ranges over thirty five-years. Keith is also a Certified Financial PlannerCM (CFPCM). Keith has been involved in financial planning, funds management, private banking and assisting financial planning groups around the country.
Keith prides himself in his long time dedicated service to his clients through many turbulent times in the investment markets over the years. Keith has built many longterm relationships with his clients assisting them to grow and protect their wealth.
He is committed to ongoing education and personal development; ensuring clients are continually provided with best practice advice.
Investment Committee Chairperson | AFA
Craig consults to the Foundry Investment Committee on gold strategies. Involved in financial markets for 30 years, Craig has become a specialist in global macro trends involving gold and currencies. He launched a retail gold fund in 2013 which aimed to protect capital from potential adverse consequences of increasing levels of private and public debt around the world. The fund primarily invested in physical gold, physical silver and shares and securities of listed precious metals, resources, and commodities based companies.
Investment Committee | AFA
Norman is an Economist with over 30 years experience in financial markets, from stock-broking in Canada to funds-management in NZ. Norman serves as Committee Member of SIFA, is a Certified Member of INFINZ, trained as a professional stock-broker in Canada (1986 – 1993), studied Economics at SFU (1979) and holds a B.Sc. from Auckland University (1974). He is an Authorized Financial Adviser via National Certificate in Financial Services (Level 5).
“Being a student of markets for over 30 years, I focus on the Big Picture. The clients I advise have achieved investment success and are now enjoying their retirement. But security is as important as a competitive rate of Return to these folk. Being able to assist family members through University, to enter home-ownership, to travel or to facilitate career opportunities, are pleasures that require that their investment portfolio keep working. We enjoy it.”