Kaye joined Craigs Investment Partners in October 2006. Kaye is a member of the Specialised Wealth Advisory team and assists the network with the reporting requirements for some of Craigs’ largest investment mandates as well as managing several large investment mandates directly.
Previously, Kaye was a portfolio assistant within in the investment management of Craigs’ unit trusts (then called the Craigs Investment Partners Investment Management Limited Defined Portfolios).
Prior to moving to Tauranga and joining Craigs, Kaye had various portfolio administration roles at BT Financial Group in Sydney and State Street Bank in London.
Kaye holds the following qualifications:
• Certificate of Authorisation AFA (2020)
• Graduate Diploma of Business Studies (Accounting) (Personal Financial Planning), Massey University (2002)
• Bachelor of Business Studies (Finance), Massey University (2001)
She is a member of or accredited with the following organisations:
• NZX Adviser
Kaye is a Craigs Investment Partners approved DIMS adviser.