Matthew Beilensohn Email & Phone Number
@forsythbarr.co.nz
2 phones found area 642 and 480
LinkedIn matched
Who is Matthew Beilensohn? Overview
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Matthew Beilensohn is listed as Kapiti Investment Adviser and Financial Advisor at Forsyth Barr - Investment Advice, a company with 527 employees, based in Paraparaumu, Wellington, New Zealand. AeroLeads shows a work email signal at forsythbarr.co.nz, phone signal with area code 642, 480, and a matched LinkedIn profile for Matthew Beilensohn.
Matthew Beilensohn previously worked as Kapiti Investment Adviser / Financial Advisor at Forsyth Barr - Investment Advice and Portfolio Manager at Trustees Executors Limited. Matthew Beilensohn holds Bachelor Of Business Studies, Major In Finance, Major In Enterprise Development from Massey University.
Email format at Forsyth Barr - Investment Advice
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AeroLeads found 1 current-domain work email signal for Matthew Beilensohn. Compare company email patterns before reaching out.
About Matthew Beilensohn
As an Investment Adviser with over 20 years of experience in financial markets, I am dedicated to providing investment management services to our clients at Forsyth Barr. I am results-driven and relationship-focused, and have extensive expertise in managing investment portfolios across various asset classes, including shares, fixed interest/bonds, and ethical investments.With a strong passion for investment strategy and customer service, I work from our Paraparaumu and Lower Hutt offices, and frequently travel to meet with clients throughout Wellington, Wairarapa, Masterton, Kapiti, Waikanae, Otaki, and Levin. Please don't hesitate to contact me at 04 918 1112 or 021 843156, or via email at Matthew.Beilensohn@forsythbarr.co.nz to learn more about how I can assist you.I specialize in direct equities/shares, bonds, and investment strategy and planning. My focus is on developing and implementing investment strategies that allocate capital to assets with favorable return/risk prospects.Experienced in investment advisory, wealth management, investment planning, retirement strategy, investment management, equities research, fixed interest, and ethical investing.https://www.forsythbarr.co.nz/contact/meet-the-team/matthew-beilensohn
Listed skills include Investment Strategies, Portfolio Management, Investments, Wealth Management, and 31 others.
Matthew Beilensohn's current company
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Matthew Beilensohn work experience
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Kapiti Investment Adviser / Financial Advisor
CurrentI enjoy helping my clients by providing a top investment management service. I'm predominantly based in the Paraparaumu, Kapiti office but also spend time in our Lower Hutt and Wellington offices, and frequent Levin.Forsyth Barr is a New Zealand owned firm providing a full range of investment options including sharebroking, portfolio management, research.
Portfolio Manager
Trustees Executors is a professional New Zealand Trustee Company that provides a full range of financial and trust services to individuals, offshore clients and the corporate sector.Seven years of Portfolio Manager experience, preceded by two years as Portfolio Analyst. Responsible for the research, implementation/execution, day-to-day decision-making of.
Employee
First NZ Capital is one of New Zealand's finance houses offering share broking, portfolio management, investment banking, financial and economic research services.
Para Planner
Personal Investment Centre's Financial Advisers take a holistic view of their clients' position to ensure that recommendations meet individual needs. (Formerly Broadbase Manawatu Ltd).
Colleagues at Forsyth Barr - Investment Advice
Other employees you can reach at forsythbarr.co.nz. View company contacts for 527 employees →
Kerry Porter
Colleague at Forsyth Barr - Investment Advice
Canterbury, New Zealand, New Zealand
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Deborah Lane
Colleague at Forsyth Barr - Investment Advice
Upper Hutt, Wellington, New Zealand, New Zealand
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Wendy Cross
Colleague at Forsyth Barr - Investment Advice
Auckland, Auckland, New Zealand, New Zealand
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Erica Nash
Colleague at Forsyth Barr - Investment Advice
Canterbury, New Zealand, New Zealand
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Rebecca (Becca) Thomson
Colleague at Forsyth Barr - Investment Advice
Masterton, Wellington, New Zealand, New Zealand
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Jaime Uy De Baron
Colleague at Forsyth Barr - Investment Advice
Christchurch, Canterbury, New Zealand, New Zealand
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JM
Joan Mcgregor
Colleague at Forsyth Barr - Investment Advice
New Zealand, New Zealand
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JM
Jeff Matthews
Colleague at Forsyth Barr - Investment Advice
New Zealand, New Zealand
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Sharon Chen
Colleague at Forsyth Barr - Investment Advice
Auckland, Auckland, New Zealand, New Zealand
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Rafal Gostynski
Colleague at Forsyth Barr - Investment Advice
Wellington, New Zealand, New Zealand
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Matthew Beilensohn education
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Massey University
Frequently asked questions about Matthew Beilensohn
Quick answers generated from the profile data available on this page.
What company does Matthew Beilensohn work for?
Matthew Beilensohn works for Forsyth Barr - Investment Advice.
What is Matthew Beilensohn's role at Forsyth Barr - Investment Advice?
Matthew Beilensohn is listed as Kapiti Investment Adviser and Financial Advisor at Forsyth Barr - Investment Advice.
What is Matthew Beilensohn's email address?
AeroLeads has found 1 work email signal at @forsythbarr.co.nz for Matthew Beilensohn at Forsyth Barr - Investment Advice.
What is Matthew Beilensohn's phone number?
AeroLeads has found 2 phone signal(s) with area code 642, 480 for Matthew Beilensohn at Forsyth Barr - Investment Advice.
Where is Matthew Beilensohn based?
Matthew Beilensohn is based in Paraparaumu, Wellington, New Zealand while working with Forsyth Barr - Investment Advice.
What companies has Matthew Beilensohn worked for?
Matthew Beilensohn has worked for Forsyth Barr - Investment Advice, Trustees Executors Limited, First Nz Capital, and Personal Investment Centre.
Who are Matthew Beilensohn's colleagues at Forsyth Barr - Investment Advice?
Matthew Beilensohn's colleagues at Forsyth Barr - Investment Advice include Kerry Porter, Deborah Lane, Wendy Cross, Erica Nash, and Rebecca (Becca) Thomson.
How can I contact Matthew Beilensohn?
You can use AeroLeads to view verified contact signals for Matthew Beilensohn at Forsyth Barr - Investment Advice, including work email, phone, and LinkedIn data when available.
What schools did Matthew Beilensohn attend?
Matthew Beilensohn holds Bachelor Of Business Studies, Major In Finance, Major In Enterprise Development from Massey University.
What skills is Matthew Beilensohn known for?
Matthew Beilensohn is listed with skills including Investment Strategies, Portfolio Management, Investments, Wealth Management, Asset Management, Investment Advisory, Investment Management, and Asset Allocation.
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