Jonathan Wall, Cfa, Fa
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Jonathan Wall, Cfa, Fa Email & Phone Number

Investment Advisor at Forsyth Barr
Location: Auckland, New Zealand 5 work roles 2 schools
1 work email found @forbar.co.nz LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email j****@forbar.co.nz
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Current company
Forsyth Barr
Role
Investment Advisor
Location
Auckland, New Zealand
Company size
292 employees

Who is Jonathan Wall, Cfa, Fa? Overview

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Quick answer

Jonathan Wall, Cfa, Fa is listed as Investment Advisor at Forsyth Barr, a with 292 employees, based in Auckland, New Zealand. AeroLeads shows a work email signal at forbar.co.nz and a matched LinkedIn profile for Jonathan Wall, Cfa, Fa.

Jonathan Wall, Cfa, Fa previously worked as Director at Cfa Society Of New Zealand and Consulting Analyst at Self Employed. Jonathan Wall, Cfa, Fa holds Master'S Degree, Anthropology, Majoring In Archaeology, First Class Honours from University Of Auckland.

Company email context

Email format at Forsyth Barr

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*@forbar.co.nz
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Profile bio

About Jonathan Wall, Cfa, Fa

My approach is best described as growth at a reasonable price (GARP) - as this combines both growth and value investing attributes.Current clients include business owners, family groups, trusts, company directors, investment analysts, propertiary traders, and retired individuals and include those from New Zealand and numerous other countries.High level of expertise in: equities, fixed income, macro driven investments, bottom up research.Specialties: Equity Analysis, Fixed Interest Analysis, Quantitative and Qualitative Analysis, Company Valuation, Risk.Forsyth Barr is a fully staff and NZ-owned NZX firm providing a full range of investment and wealth management services including portfolio management, investment advice, sharebroking, research, investment banking, cash management, investment funds and KiwiSaver. Founded in 1936, Forsyth Barr has offices across New Zealand, visit www.forsythbarr.co.nz/about for more information.

Listed skills include Equities, Portfolio Management, Fixed Income, Investments, and 13 others.

Current workplace

Jonathan Wall, Cfa, Fa's current company

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Forsyth Barr
Forsyth Barr
Investment Advisor
dunedin, otago, new zealand
Website
forsythbarr.co.nz
Employees
292
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5 roles

Jonathan Wall, Cfa, Fa work experience

A career timeline built from the work history available for this profile.

Investment Advisor

Current
Forsyth Barr

Auckland, New Zealand

Forsyth Barr is a New Zealand owned firm providing a full range of investment options including sharebroking, portfolio management, research and investment banking services. Forsyth Barr services retail, wholesale and institutional clients. Forsyth Barr has 24 offices across the country with over 450 investment professionals providing investment advisory and portfolio management services covering over $20 billion of clients' investments. Disclosure Statements are available and free of charge.

Aug 2004 - Present

Consulting Analyst

Self Employed

Auckland, New Zealand

•Researched and completed a feasibility study for a potential offshore private public partnership. This involved researching the international marketplace, business environment, competitor firms, as well as assessing the potential market impact. •Researched / conceptualized and presented the business case for a large privately owned company (>$200m t/over) forming a private equity fund to capitalize on – and leverage - their existing businesses.

Mar 2003 - Aug 2004

Investment Advisor

Abn Amro Craigs

• Advised individuals and quasi-institutional clients.• Provided managed portfolio services to HNI clients. Advised clients in asset allocation, investment risk management and tax-deferral strategies. Developed risk reduction (diversification) framework for client portfolios. Developed quantitative analytics• Advised a religious group on achieving high risk adjusted returns on yield curve positioning, curve dynamics and credit quaility.

Dec 2001 - Mar 2003

Private Client Research

Goldman Sachs Jbwere

• Produced company, sector and strategy research for Goldman Sachs JBWere's Private Clients.• Co-ordinating and writing Monthly Investment News and Quarterly Strategy publications / presentations.• Collecting, analyzing, and distributing third party market and economic information.• Producing UK Investment Trust research and managing a quantitative database. • Monitoring house research views and producing research on changes or reaffirmation of views.• Co-ordinating & maintaining Financial Planning Advisory Recommendations.• Production of morning / afternoon reports; arranging client seminars (analysts & companies).• Liaising with dealers, analysts, capital markets and advisors on ideas and market activity.

Sep 1999 - Mar 2001
Team & coworkers

Colleagues at Forsyth Barr

Other employees you can reach at forsythbarr.co.nz. View company contacts for 292 employees →

VG Vivian Gu Vivian Gu Colleague at Forsyth BarrAuckland, New Zealand View → MP Michael Porter Michael Porter Colleague at Forsyth BarrDunedin, Otago, New Zealand View → CD Chris Day, Investment Adviser, Nzx Chris Day, Investment Adviser, Nzx Colleague at Forsyth BarrHawke'S Bay, New Zealand View → JW Jena-Maree Ward Jena-Maree Ward Colleague at Forsyth BarrAuckland, New Zealand View → DL David Liu David Liu Colleague at Forsyth BarrLower Hutt, Wellington, New Zealand View → RS Richard Stubbs Richard Stubbs Colleague at Forsyth BarrAuckland, New Zealand View → NN Nola Norton Nola Norton Colleague at Forsyth BarrWellington, New Zealand View → SB Sam Blatchford Sam Blatchford Colleague at Forsyth BarrNew Zealand View → SM Steven Matson Steven Matson Colleague at Forsyth BarrOrewa, Auckland, New Zealand View → AF Andrew Flexman Andrew Flexman Colleague at Forsyth BarrWaikato, New Zealand View →
2 education records

Jonathan Wall, Cfa, Fa education

Master'S Degree, Anthropology, Majoring In Archaeology, First Class Honours

University Of Auckland

Activities and Societies: Auckland University Rock & Alpine Club Auckland University Gymnastics Club

Education record

Sacred Heart College Auckland

Activities and Societies: Lenihan House Captain, 1st XI (1987,1988), Geography Prize (1988).

FAQ

Frequently asked questions about Jonathan Wall, Cfa, Fa

Quick answers generated from the profile data available on this page.

What company does Jonathan Wall, Cfa, Fa work for?

Jonathan Wall, Cfa, Fa works for Forsyth Barr.

What is Jonathan Wall, Cfa, Fa's role at Forsyth Barr?

Jonathan Wall, Cfa, Fa is listed as Investment Advisor at Forsyth Barr.

What is Jonathan Wall, Cfa, Fa's email address?

AeroLeads has found 1 work email signal at @forbar.co.nz for Jonathan Wall, Cfa, Fa at Forsyth Barr.

Where is Jonathan Wall, Cfa, Fa based?

Jonathan Wall, Cfa, Fa is based in Auckland, New Zealand while working with Forsyth Barr.

What companies has Jonathan Wall, Cfa, Fa worked for?

Jonathan Wall, Cfa, Fa has worked for Forsyth Barr, Cfa Society Of New Zealand, Self Employed, Abn Amro Craigs, and Goldman Sachs Jbwere.

Who are Jonathan Wall, Cfa, Fa's colleagues at Forsyth Barr?

Jonathan Wall, Cfa, Fa's colleagues at Forsyth Barr include Vivian Gu, Michael Porter, Chris Day, Investment Adviser, Nzx, Jena-Maree Ward, and David Liu.

How can I contact Jonathan Wall, Cfa, Fa?

You can use AeroLeads to view verified contact signals for Jonathan Wall, Cfa, Fa at Forsyth Barr, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Wall, Cfa, Fa attend?

Jonathan Wall, Cfa, Fa holds Master'S Degree, Anthropology, Majoring In Archaeology, First Class Honours from University Of Auckland.

What skills is Jonathan Wall, Cfa, Fa known for?

Jonathan Wall, Cfa, Fa is listed with skills including Equities, Portfolio Management, Fixed Income, Investments, Asset Management, Capital Markets, Investment Banking, and Asset Allocation.

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