Grant is helping the team develop analytics that matter to board members and management teams. He views Relate as a stakeholder solution, not just for investor relations and believes there are multiple use cases for management teams and board member to more effectively engage their stakeholders.

Grant currently serves on the board of HSBC Australia. Prior to this Grant served as chairman of the Business Council of Australia. He has also served as chairman at Contact Energy and Australian Pacific LNG and Oil Company of Australia and the Energy Supply Association of Australia.

He has been a board member at BHP and Envestra and at Origin Energy where he served as Managing Director for over 16 years and at Boral Energy where he also served as Managing Director.

Noelle is the CEO of Trusted Advisor Associates LLC and has been instrumental in writing the curriculum for our generative AI analyst, Sandi. The team at Trusted Advisor Associates wrote the book on trust. Their equation for trustworthiness is both widely followed and what we at Relate objectively measure. As the leader of the pre-eminent consulting firm helping companies build trust in their business relationships, Noelle will continue to help our team refine the objective measurement of trust whether that be with customers, investors, staff, community, regulators or professional services.

Dick is helping the team build out our new center of global operations in Boston, where he resides. He is an experienced leader within the financial services and tech sectors, having held the position of Head of Global Operations for SSGA and other major Wall Street firms as well as Head of Alpha Services at State Street.  Dick has been instrumental in the development of Relate, with particular focus on broadening its application. He named the Relate Trust Index and is working with companies in the US to improve the measure of what matters most in their front office relationships – trust.

Rowly has over 20 years experience in equity, equity derivative and investor relations advice.

Rowly and his team have designed and developed Relate to address key deficiencies in the way that meeting performance is measured. He firmly believes that relying on broadcast techniques as the basis for a relationship, such as market and product releases, is outdated thinking. That group virtual meetings are a far superior method to make that human connection but also to measure meeting performance and relationships over time. By improving the standard which active asset and product managers engage their stakeholders, this will lead to growth in their business.

Prior to this Rowly lived for twelve years in the US. There he launched a business for CBA before joining Macquarie where he built relationships with key decision makers from over 100 fund managers in the USA and Canada

He delivered best practice marketing roadshows on behalf of Australia’s largest listed companies and his team was awarded 2015 Best Overall Offshore Australian Equities Sales Presence from Australian Investor Relations Association (AIRA)

Prior to this he was part of the start-up team that established AOT Securities. AOT was bought by Commsec after the development of a successful institutional and retail straight through processing interface.

Geoff is the technologist on the advisory board helping the management team with product development and infrastructure.

Geoff is an experienced digital leader, executive, advisor, and investor, with over thirty years practicing at the intersection of finance and technology, including twenty-plus in global CIO roles.

Prior to joining Relate, Geoff served as Head of Technology at Western Asset Management. Prior to that as CTO at FFTW (BNP Paribas) and also served in senior positions at Putnam and Blackrock.

Geoff has developed expert knowledge in critical business domains including portfolio management, trading, client service, risk management, and operations. Geoff has designed, developed, and led dozens of large-scale efforts, achieving outstanding outcomes in these business domains, while applying leading principles from organizational design, data, application development, and infrastructure disciplines.

Geoff is a recognized change leader and innovator, with significant proven successes deploying modern digital strategies including agile, data science, business intelligence, citizen enablement, RPA, cloud, and design thinking.

Alan has over 25 years experience in financial services in the Asia Pacific in investment banking, derivatives, asset management, financial product development, investment platform management, corporate strategy, governance and legal regulatory compliance.

His experience includes the issuance of structured products, managed investment schemes and superannuation products. Some of his key roles include:

• Director and Responsible Manager and CEO at Linear Asset Management;
• Executive Director in Equity Derivatives at J.P. Morgan;
• Head of Asia Equities Compliance and Head of Australia Equities Compliance at J.P. Morgan;
• Regulatory Policy Lawyer at Australian Securities and Investments Commission.

Tom has nearly 25 years of experience in marketing, sales and sales leadership in the financial services sector. He knows full well the importance of being the trusted advisor in order to improve sales outcomes.

He has experienced firsthand the problems that stem from poor feedback and a lack of measurement around what really matters in a business relationship. He is passionate about helping firms improve profitability growth by introducing good measurement that leads to improved sales outcomes while driving down the cost of sales.

Prior to joining Relate, Tom held sales leadership roles in Australia, Hong and Singapore. He spent 10 years at BlackRock where after 5 years in Australia, he relocated to Hong Kong and established a specialist Asia ex Japan iShares ETF sales team, before heading up BlackRock’s distribution efforts focused on Asian private banking clients based in Singapore. Tom also spent 3 years at Robeco, where he was CEO of Robeco’s Singapore operations, and Regional Head of Wholesale Distribution. At the end of 2020 Tom relocated back to Australia and has spent the majority of his time since heading up MLC Asset Management’s retail distribution efforts.

Ian provides advice on our security framework, our control mechanisms and compliance so that Relate can continue to deliver best practice technology governance.

Ian is a consultant, academic and experienced CIO. He specialises in technology governance with a particular focus on information security. Ian is certified by ISACA in the Governance of Enterprise IT (CGEIT – retired) and a trained Gateway Reviewer for NSW ICT programs. Ian was CIO and Director of IT at the New South Wales (NSW) Electoral Commission in Australia.

Vineeta Kumar is a senior executive in the Advisory industry with a focus on Financial Services. Over a career spanning 24 years, Vineeta has worked with and supported clients in their most strategic technology and operations initiatives. She is recognized for her customer-centric approach, excellent relationship management skills and delivering results through a consultative, mutual-value based approach.

Vineeta was the Global Head of Business Development for the Securities & Capital Markets division of Wipro where she led the strategic client acquisition function. Before that (at Headstrong) Vineeta started then scaled and managed the Buyside Capital Markets Unit for the firm – working with leading Asset & Wealth Management companies.

Peter has a demonstrated track record of driving innovation and growth at major capital markets firms including Aon and Macquarie. His leadership on digitalization initiatives, such as Aon’s Human Capital evolution, have been underpinned by his advocacy for data and technology. Peter has a vision to foster trust in the digital era by integrating technology with relationship management and has joined as a senior advisor to Relate to achieve his vision. Peter’s journey reflects a commitment to client-centric strategies and a deep understanding of the impact of technology on commercial success. We all benefit from Peter’s thought leadership.

Julian is a passionate and driven business leader who is aiding our expansion into the US market. Julian has been instrumental in helping Relate plan for the rapid expansion of our business into other markets beyond what Relate was initially designed for.

Julian has been a founding team member in 8+ different successful growth and start-up ventures including Mobile, B2C travel, Advertising tech and SaaS enterprise ventures.

Sean leads our growth into sectors outside of financial services. Sean will build strategic partnerships with organisations looking to modernise their distribution methods following a structural shift to virtual meetings. Sean is also on the team to manage our infrastructure development. 

Sean has an IT strategy, planning, transformations and project consulting background with over 20 years experience across a broad range of industries, in particular Building Materials, Manufacturing, Retail and Distribution, Financial Services and Health Care.

Dan is a seasoned executive with over two decades of experience spanning enterprise technology and customer success in financial services and startups.

Dan manages our Customer Success, ensuring that their journey with Relate is exceptional.

Prior to joining Relate, Dan served as Chief Customer Officer at SecureCo, Head of Sales and CX at FrontYa and was Head of JPAC Technology Services at Fidelity International for ten years. Prior to this he worked at Credit Suisse and DLJ in London in the Investment Banking Technology group.

Dan is a hands-on leader that has built and managed international teams at scale with a focus on automation and efficiency.