Simon Angelo
BCom, BA, CertPFS (DM)
CEO & FOUNDER
Simon worked in the hedge fund industry in Europe and prior to that owned a professional services business and online learning company in Auckland for 20 years.
He bought his first shares at 17, completed the Certificate in Discretionary Investment Management from the Personal Finance Society (UK) and is an awarded entrepreneur.
Janet Koh
BCom, BA, DipTchg
OFFICE MANAGER
Janet began her career at Deloitte as an accountant before moving into education, teaching mathematics in Britain and New Zealand both in the public school sector and privately.
She provides administrative and portfolio support to Vistafolio clients and assists in the running of the investment management office.
Amit Parmer
MBA, BCom
EQUITIES ANALYST
Amit has more than 5 years experience working with major investment houses in Australia, including State Street and Colonial First State as an Investment Review Analyst and Senior Associate.
He has a passion for financial markets, excellent financial modelling skills and proven ability to review and identify investment opportunities for portfolios.