FPSB Board of Directors:
Barry Horner, CFP, FPSB Board ChairpersonUnited Kingdom
Barry Horner, CFP, is chairperson of FPSB’s Board of Directors and is the chief executive for Paradigm Norton. Mr. Horner, together with the 46-strong Paradigm team has built one of the foremost respected and multi award winning U.K. financial planning practices.
Mr. Horner is a regular contributor to the financial press. In 2008 he served as president of the Institute of Financial Planning. Mr. Horner is included in the top 20 of ‘The Most Influential Financial Advisers in the UK’. His term on the FPSB Board of Directors ends 31 March 2020.
Gerhardt Meyer, CFP, 2018 FPSB Board Chairperson-electSouth Africa
Gerhardt Meyer, CFP, is the Head of Governance for the Wealth division of Old Mutual South Africa. He is responsible for a national team of legal advisors, based across South Africa, providing legal support across both the “back office” and “client-facing” parts of the business. He has been a member of various South African and international industry bodies and committees and is a past Chairperson of the Financial Planning Institute (FPI) of Southern Africa.
He also previously held the positions of National President of the Pension Lawyers Association of South Africa, Vice-Chairperson of the FPI and Chairperson of the FPI’s Tax Committee. Mr. Meyer also chaired FPSB’s Regulations Advisory Panel to the Financial Planning Standards Board (FPSB) and has been elected to join the Board of Directors of FPSB with effect 1 April 2016. Mr. Meyer has a BCom degree and a LLB degree from Stellenbosch University, is a Certified Financial Planner professional and an Advocate of the High Court of South Africa. His term on the FPSB Board of Directors ends 31 March 2020.
Nancy Kistner, CFPUnited States
Nancy Kistner, CFP, is managing director and wealth planning solutions market director at U.S. Trust, Bank of America Private Wealth Management. She leads a team of wealth strategists in the New York market and works with high net worth individuals and families in addressing a wide range of financial, trust, estate and tax planning issues. She and her team provide customized strategies for managing clients’ balance sheets, advice on cash flow and lifestyle planning, art planning, income, gift, trust and estate tax planning, as well as wealth transfer and intergenerational planning.
She and her team also help structure liquidity events and philanthropic giving plans in addition to offering advice on equity compensation, including concentrated stock positions, maximizing the benefits of stock options, deferred compensation and restricted stock. Ms. Kistner received a bachelor’s in economics from the University of California, Los Angeles (UCLA). She served on the Board of Directors of the Certified Financial Planner Board of Standards, Inc. (CFP Board) for six years and was the chair of the Board in 2013. She currently serves as the chair of the CFP Board’s Women’s Initiative and on the board of The Coalition for Debtor Education which is based at Fordham Law School. Ms. Kistner’s term on the FPSB Board of Directors ends 31 March 2019.
Noel Maye, MBA, CAEFPSB Chief Executive Officer
Noel Maye is the chief executive officer of FPSB. Before joining the organization, Maye was senior vice president of Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, where he oversaw the international, legal, consumer and public affairs, and communications departments, and served as corporate spokesperson. Prior to CFP Board, he was an associate with Ogilvy, Adams & Rinehart, a New York-based public relations firm, where he specialized in working with financial services clients.
Maye holds the Certified Association Executive credential, completed the National Association of Corporate Directors’ director training program, and qualified as a lead auditor for certification bodies through the American National Standards Institute. Born and raised in Ireland, he holds an undergraduate degree in electronic engineering from Trinity College Dublin, an MBA in business administration from the University of Colorado and INSEAD’s Executive Certificate in Global Management. As CEO, Mr. Maye is a non-voting member of FPSB’s Board of Directors.
Garry Muriwai is a Bahrain-based consultant in financial services, who previously served as the Director of the Bahrain Institute of Banking and Finance. As a Chartered Accountant, Mr. Muriwai has also served as the Chief Executive of the New Zealand Institute of Chartered Accountants and was the founding chairman of the Global Accounting Alliance, a network of leading professional accountancy bodies that represent over 1,000,000 accountants globally. Prior to that position, he served as the Chairman of New Zealand’s Maori Television Service. Mr. Muriwai’s term on the FPSB Board of Directors ends 31 March 2022.
Kimmis Pun, CFPSingapore
Kimmis Pun, CFP, has extensive management experience in corporate finance and syndication as well as global investment. Equipped with professional investment and financial planning qualifications from the U.K., U.S., Switzerland and Singapore, she is the Managing Director and Head of Private Banking for VP Bank.
With a passion to contribute and share, Ms. Pun speaks and gives lectures at universities, academies, public and private seminars. Furthermore, she is frequently portrayed in financial magazines and newspapers in the region. Her term on the FPSB Board of Directors ends on 31 March 2021.
Malcolm Rodgers, who retired from the Australian Securities and Investments Commission in 2009, served in a variety of capacities as a regulator, including executive director, executive director/strategy, and director of policy and markets. During his tenure, Mr. Rodgers was involved in issues that helped to shape the landscape for financial advice in Australia, including competency standards and disclosure.
In recent years, Mr. Rodgers has served as a consultant to the International Monetary Fund, assessing financial sector compliance with principles established by the International Organization of Securities Commissions (IOSCO). His term on the FPSB Board of Directors ends 31 March 2020.
Nadeem ShaikhUnited Kingdom
Nadeem Shaikh is founder and CEO of Anthemis. A thought leader and practitioner of innovation both within the startup world and among large financial institutions, Mr. Shaikh has an unmatched global network and a commitment to driving the reinvention of financial services.
Prior to founding Anthemis, he was President at First Data Corporation where he held a number of senior roles and ran a multibillion dollar organization overseeing businesses in more than 50 markets. Mr. Shaikh also previously led the strategy and technology arm at American Management Systems.
Mr. Shaikh serves on the boards of Bento, Currency Cloud, Jumo, Moven and Payperks. He has lived and worked all over the world and now resides outside London, England with his young family. He is the Board Chairman of the Trustees of CARE UK, Pakistan’s largest educational NGO. His term on the FPSB Board of Directors ends on 31 March 2021.
Ana Cláudia Akie Utumi, CFP
Ana Cláudia Akie Utumi, CFP, is the founding partner of Utumi Advogados in Brazil. In addition to heading up her own tax specialty legal practice, Utumi is Professor of Tax Law at the University FIPECAFI in São Paulo, a visiting professor at the University of Zurich and a member of the practice council of the NYU School of Law International Tax Program.
She was a founding board member of Planejar, FPSB’s member organization in Brazil; served as a member of the organizing committee for the 71st International Fiscal Association Congress and as member of the IFA Permanent Scientific Committee (2010-2017); and serves as the current chairperson of the Brazilian Branch of the Society of Trust and Estate Practitioners – STEP. Ms. Utumi’s term on the FPSB Board of Directors ends 31 March 2022.