Jamie Young, CFA
Senior Analyst, Wealth Management Research
Mobile: +6421524594
About Jamie
Jamie Young joined the Forsyth Barr Wealth Management Research team in 2024. He specialises in asset allocation, portfolio construction, fund research, and supporting institutional clients.
With a financial career spanning since 2007, Jamie brings diverse industry experience, including roles as a portfolio manager, equity analyst, and asset consultant, where he provided strategic advice to institutional clients.
Jamie holds a Master’s degree in Mathematics with First Class Honours from the University of Oxford (UK) and is a Chartered Financial Analyst (CFA) charterholder.
Jamie is based out of the Nelson office
Forsyth Barr Investment Advice Nelson
Forsyth Barr House
2nd Floor 96 Collingwood Street
Nelson 7010
PO Box 1779, Nelson 7040
Phone: +64 3 546 0050