Jamie Young, CFA

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 dating from 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 is registered as a Financial Adviser and is accredited as an NZX Adviser. He 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.