Simon Sherpa: Senior Manager Client Services, Corporate Trustee Services

Simon has over 7 years’ experience in the corporate trusts industry as a corporate trusts manager and supervisor.

Prior to this, Simon worked as a relationship manager with another trustee company in their corporate trusts business. Simon also worked as an investment analyst for a successful boutique fund manager.

Simon joined Public Trust in April 2017 and is a client services manager for a range of Auckland based clients of Public Trust, including KiwiSaver schemes, managed investment schemes (retail and wholesale), debt securities and structured finance appointments.

Simon graduated with a Bachelor of Commerce and Bachelor of Arts conjoint degree from the University of Auckland in 1998.