A Kiwi in the Midwest
Welcome, Fergus!
Fergus has been an intern with us for over 2 years now helping with various research projects. I’m really excited to add him as a full-time member of the team. Fergus shows a lot of promise as an investment professional and with time and focus he will be a significant contributor. As we grow the Aurora Asset Management business, it’s really important to add high-end investment talent to continuously improve our investment decision-making and add depth to the team. With the expansion of our team, we’ll continue to elevate the quality and quantity of our research, communications and service levels. This hire signifies our commitment to building institutional quality asset management portfolios while developing the next generation of industry leaders.
-Austin Crites
New, But Not “New, New”
Growing up I always wanted to live in the US and when the opportunity presented itself to come here for college and race bikes across the US I knew it was something I couldn’t pass up. After a year of college studying business analytics I started becoming more interested in finance and specifically investments. It was at this point where I knew I wanted to learn more about the industry and subsequently reached out to Austin Crites to find out more about the different opportunities that lay within the industry, specifically pertaining to the CFA designation. After I had my first conversation with Austin he asked if I would be interested in doing equity research for Aurora as an intern and I knew this was something I couldn’t pass up as it would be my first step in the door of the finance world.
While at Marian University I was heavily involved in cycling competing across the US and achieving 4x 2nd places at national championships. I had previously been a competitive cyclist in New Zealand and have been racing for over 10 years. While at Marian I had also completed internships with the Indiana Public Retirement System working as an Investment Analyst for 6 months working with the private markets and asset allocation team. I also worked at Asphalt Materials Inc for two summers in Finance and Supply Chain Management. During my junior year I participated in the CFA Research Challenge where my team won the Indiana portion of the competition. In my senior year I started studying for the CFA level 1 exam which I sat in May 2023.
After moving to Indy from a smaller city called Hamilton in New Zealand it really opened my eyes to the abundance of opportunities there are here and across the US. That made it a fairly easy decision to stay after graduation and work here. The ability and access to companies I would be investing in is infinitely greater than back in New Zealand and a company like Aurora has allowed me freedom to expand my knowledge across a variety of industries and I am excited to learn more in the future along with uncovering value in great companies.
Investment Advisory Services are offered through BCGM Wealth Management, LLC dba Aurora Asset Management (Aurora). PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client’s specific financial needs, goals and objectives, time horizon and risk tolerance. Advisory services are only offered to clients or prospective clients where Aurora and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Aurora unless a client service agreement is in place.
