Meet our team

Every employee of Milford Asset Management is behind the day to day delivery of the Milford Foundation. Some of us though, have willingly committed significant time on a weekly basis to ensure we deliver on our goals. You can find out about us here.

The Trustees

The Executive

The Trustees

Sarah Norrie

Sarah Norrie

Chair of Trustee Board

Sarah joined Milford in 2019 having worked in the Advertising industry for over 25 years and has lead a number of businesses during her career. Marketing Strategy is her area of expertise and she has applied these skills for many philanthropic organisations over the years as part of her commitment to giving back. “I am a proud New Zealander and I cherish this beautiful country we are so privileged to live in. It’s not about the have and have nots for me, it’s about working together as New Zealanders to ensure that not only our people but our land is nurtured for future generations. It is an absolute privilege to be working with an organisation such as Milford that is ready to stand-up and work toward making a difference, and being steadfastly committed to doing so.” Sarah is delighted to be able to now apply her skill set to the Milford Foundation in not only the day to day requirements that the Milford Foundation has but also as the Chair of Trustee Board for the Milford Foundation.

Anthony Quirk

Anthony is a Director on various boards, focusing on those providing a community benefit. He is currently Chair of a social enterprise, Humanitix NZ (which donates profits to the Education sector) and was the former Chair of the Milford Foundation.  Previous not-for-profit boards include NZ Water Polo, the Dingle Foundation in the Wellington region, and Compass Housing (a community housing provider).  He is also the Chair of the Board for Milford Asset Management and a Non-Executive Director of Milford Asset Management and is on the Board of the New Zealand Local Government Funding Agency (LGFA). 

Anthony has had over 30 years’ executive experience in the investment and financial services industry, including being Milford’s Managing Director from 2007 to 2016 before commencing his governance career.  He is a Fellow of the Institute of Finance Professionals New Zealand (INFINZ) and is a former Chairman of that organisation. He is also a member of the Institute of Directors

Graeme Thomas

Graeme began his working career in Wellington in 1979 as an investment analyst at Govt Life Office as it was known then, evaluating investment proposals. In late 1982 he moved to Southpac Investment Management (a funds management business), initially as an analyst then a portfolio manager and finally as Chief Investment Officer. In 1995 Graeme moved to the National Bank NZ (the then owner of Southpac) as the GM of Financial Services managing the Bank’s managed funds and private banking businesses.  From 1998 for two years he worked for Mercer Consulting as an investment consultant and then accepted a position at ANZ Bank to assist in building a private banking proposition.  This role included re-locating to Auckland. Graeme had always had a goal of being in business hence the opportunity to be a co-founder of Milford in late 2003 was welcomed.  Graeme spent the following 11 years at Milford as a shareholder, employee and executive director until his retirement in late 2014.  Graeme and his wife Jane live in Pukekohe where they offer garden tours and operate a charity helping 5 year olds from financially struggling families, to start school.  Jane and Graeme have three children and five grandchildren.

Rachel Brown

Rachel Brown, ONZM – Founder & CEO, Sustainable Business Network 

As founder and CEO of the Sustainable Business Network (SBN), Rachel has played a critical role in advancing sustainability more than 20 years. The network includes approximately 600 organisations from a range of sizes and sectors. 

Rachel has overseen the creation of systemic collaboration projects focusing on climate action, designing out waste, and regenerating nature. SBN runs the Sustainable Business Awards, New Zealand’s largest sustainability award programme. It also runs a series of successful training programmes, including a leadership course and packaging masterclasses. 

Rachel sits on government panels to inform on policy. Currently she is on the Advisory Panel for Jobs for Nature, a Board member of the Milford Foundation and the business advisory panel for All of Government Procurement. She is a member of the advisory panel for the National Waste Strategy and the Million Metres Streams Advisory Board. Rachel also provides advice and support to a number of new and emerging businesses, individuals and social enterprises. 

In 2009 Rachel was personally trained by Al Gore to present The Inconvenient Truth (part of the global climate change education programme). In 2012 she was invited by Al Gore to join an elite group of international presenters to be part of the Climate Reality Project broadcast. The broadcast reached over 3 million people across the globe. 

As a regular presenter, collaborator, investor and driver of action within NZ communities, Rachel is committed to the role business plays in supercharging and transforming NZ’s economy into one that is smarter and more sustainable.

In 2018 she was awarded the New Zealand Order of Merit for years of service to sustainable business.

Philip Morgan Rees

Philip Morgan Rees – Head of Private Wealth, Milford Asset Management 

Phil joined Milford in August 2017 as Head of Private Wealth and brings a breadth of experience at the Executive and Senior Management level from a 30-year career. Prior to joining Milford, Phil held senior management positions at several of New Zealand’s leading and long-established wealth and fund managers including roles as General Manager, Head of Product Management, Investments (NZ) and Head of Product Management and Marketing. Phil has been responsible for large Financial Advisory teams and has first-hand experience with High Net Worth and Institutional clients, complemented by experience in investment governance through; membership of three investment and asset allocation committees, Chairmanship of a Staff Superannuation Fund and Trustee of a large charitable trust. Phil is a Financial Adviser. 

Phil’s experience with philanthropy includes being General Manager of one of New Zealand’s oldest Trustee Corporations and Wealth Managers where he had responsibility for the Philanthropy Division.  The division managed the charitable trusts and foundations of some of New Zealand’s well-known wealthy North Island families, managing wealth of in excess of $1/2bn.  The role brought him into contact with benefactors, donors, Philanthropy NZ and a range of recipients across a number of charitable sectors e.g. St John’s, Starship, Auckland Art Gallery/Toi o Tamaki. As part of this role, Phil acted directly as the professional trustee on the Charitable Trust of a high-profile New Zealand family where he helped the family take a legacy in the tens of millions of dollars and support the family members to transition from ‘pet projects’ to a clear and connected strategy while maintaining the preferences of the original benefactor. 

Other direct philanthropic activities include as Chair of a Choir (Friendly Society registered with Charities Services) which itself raised funds for a range of causes e.g. Age Concern, Habitat for Humanity, and founding Trustee of the New Zealand Pops Orchestra Foundation established to develop opportunities for cross-over musicians in New Zealand.  Phil’s governance-related activities include Chair of a Staff Superannuation Fund and an Asset Allocation Committee, membership of two Investment Committees and the management board of Kohimarama Presbyterian Church. Phil’s community and youth activities have included coaching juniors at Eastern Suburbs Football Club and five years of coaching juniors at Parnell Cricket Club.

Debbie Sorensen

Debbie Sorensen CCT,CMInstD

Debbie is a New Zealand-born Tongan, with family connections to Leimatu’a in Vava’u and Tongaleleka in Ha’apai. She is a health leader, international development practitioner, health strategist and management expert specialising in projects that address the health challenges that face Pacific communities in New Zealand and in the Pacific region. She is the current Chief Executive for the Pasifika Medical Association and the Pacific Whanau Ora Commissioning Agency – Pasifika Futures which has engaged over 202,000 Pacific people in Aotearoa through its partner network of over 60 partners. 

Debbie has led the establishment of the Moana Pasifika Women’s Network, the Pasifika Medical Association Education Fund, Health Science STEM Academy at Otahuhu College. She is sought after as an international speaker including at the UN Gender Equality Forum in 2021. She also attended the Harvard Women’s Leadership Summit and the Harvard Kennedy School of Government Strategic Leadership for the 21st Century. 

In 2015 Debbie was invested as a Commander Royal Order Crown of Tonga, by His Majesty King Tupou VI in recognition of her services to the people of Tonga. 

Tiaki Hunia

Tiaki is from Te Teko and of Ngati Awa, Te Aupouri and Ngati Pikiao descent. With a wide range of governance experience and interest, Tiaki shares the same passion as the Milford Foundation to make a meaningful impact for Aotearoa and all its people. In particular how a Te Ao Māori perspective can contribute to a stronger and more caring Aotearoa of the future. Tiaki is currently the CEO of Maori Investments Ltd.


Chief Executive

Bryce Marsden

Chief Executive

Bryce has been with Milford since 2010.  Over the years he has held a number of senior leadership roles and was a director of Milford. 

He now feels it is time to take Milford’s strong philanthropic philosophy to the next level.  He is truly delighted to now step into his next leadership role, steering the helm of the Milford Foundation.  Bryce is deeply passionate about the difference the Milford Foundation can and will make over time for New Zealand, Aotearoa and her communities.  “There is a real need out there.  We have the support of Milford, the motivation and the ability to really help make a meaningful long-term difference in key areas for our country.”

The Executive

Richard Pilley

Richard is a wealth management professional with over 20 years’ experience advising wealthy individuals and institutions. This has involved helping charitable institutions with their investment strategy and guiding them through the investment landscape. In addition to advising on their investment requirements, Richard believes more can be done to help charities by professionals like himself and organisations like Milford, and therefore he jumped at the chance to get involved with the Milford Foundation. He firmly believes this is a once in a lifetime opportunity to make a real difference to New Zealand and New Zealanders. 

Mike Cruickshank

Mike joined Milford in 2014 and is responsible for Milford’s Institutional clients including charitable trusts, community trusts, foundations and Iwi. Through his work with these entities he’s seen some of the hardships in the New Zealand community and the amazing work these entities are so committed to accomplishing. “My eyes are opened further every day through the work with my client base and I jumped at the chance to be part of the Milford Foundation to help contribute towards a better New Zealand.  Milford has had a long history of supporting a number of incredible charitable partners and the Milford Foundation is a formalisation of this great work over many years. As part of the Executive, one of my key roles is to ensure that the funds donated to the Foundation have the greatest impact possible and we will leverage Milford’s financial and analytical expertise in doing so. I’m extremely proud to be part of Milford and the Milford Foundation and look forward to making a real difference to New Zealand and our community.”     

Katlyn Parker

Katlyn has been with Milford since 2015 and is an Investment Analyst and Portfolio Manager of the Milford Cash Funds.

Tim Samuels

Tim has been with Milford for over 4 years and leads the ITC and Digital team, where we are focussed on supporting clients and the businesses IT requirements. Tim is excited to be involved with the Foundation during its initial formation.  “It’s a privilege to be able to work with some wonderful people both internally and externally and the charities they represent. I’m motivated to learn more about the philanthropic space and help implement solutions that are targeted at helping less privileged sections of our community.”

Mark Rosevear

Mark has been with Milford for over 6 years and heads up the Investor Services team. He and his team are focussed on giving great client service to our KiwiSaver and Investment Fund clients and is delighted to be doing the same for our Milford Foundation members.

Mark is thrilled to be involved in helping the Foundation get established – “I already thought Milford was a great company to work for, but the initiative to create the Foundation and leave a lasting legacy for future generations was truly inspiring. It made me stop and consider how fortunate so many of us are and how it was now time to start giving back . There’s a definite excitement that the Foundation will be Milford’s proudest achievement.”

Jo Flemming Milford Foundation Executive Team

Jo Fleming

A true advocate for Milford and the Milford Foundation, Jo brings 18 years of NZ and UK Financial Services experience to the People and Culture team. Attracting, retaining and developing best-in-class talent for Milford are core aspects of Jo’s role, and while technical expertise is non-negotiable, alignment with values is what really makes the team at Milford unique.

“The opportunity to contribute to Milford’s philanthropic legacy is a huge privilege. The purpose is what drives us all, and given the values and aspirations of Milford are equally important in the ethos of the Milford Foundation, our team are passionate about both. A high-performance culture means the Milford team aspire to deliver exceptional results. This is true for our clients, and true for the Milford Foundation. In addition to financial support, physically and emotionally partnering with our charities creates deeper connections and meaningful, sustainable impact. I couldn’t be prouder of the difference we have already made and what is yet to come.”

Christina Pollock

Christina joined Milford as a Communications and Client Experience Manager in 2022 after a career in journalism, public relations and marketing. Her past roles transcended a wide range of sectors, including not-for-profits, fuelled by a desire to keep learning new things. The opportunity to work in a corporate environment that also ticked the ‘heart’ box, was too good to pass up. “Throughout my career I’ve always tried to choose organisations that align with my values and my desire to make a difference,” she says.

“I was attracted to Milford through its reputation as an extremely professional organisation that genuinely cares about its people. That professionalism and caring attitude extends into the Foundation, and I’m delighted to be a part of a company that is actively improving the lives of Kiwis and this beautiful country we live in. I’m amazed at what the Foundation has achieved in such a short time, and it’s a privilege to be a part of the next step on this amazing journey.

The Milford Foundation operates under a Trust Deed that includes the governance arrangement for the Foundation Trustees.

Three of the Foundation’s Trustee’s given the significant and ongoing funding support of Milford Asset Management (Milford) are related to Milford. 

The Foundation’s CEO, Bryce Marsden, is funded by Milford and has significant support and contributions from the Milford Executive team (as shown) and the wider Milford staff.


Thanks to our amazing supporters

Our charity partners

You can find out more about our charity partners and projects here.

Join us today

Are you looking to make more impact with your charity giving? Become a member of the Milford Foundation today by donating what you can by click the button below. You’re then part of our team working to strengthen communities within Aotearoa, and be the leading charity in New Zealand in relation to transparency, effectiveness, efficiency and quantifiable impact for our donor members and our charity partners.