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Gretchen Williamson is listed as Investment Adviser (NZX Adviser) Investment Adviser Representative (US) at Craigs Investment Partners, a with 441 employees, based in Auckland, New Zealand. AeroLeads shows a work email signal at craigsip.com and a matched LinkedIn profile for Gretchen Williamson.
Gretchen Williamson previously worked as Investment Adviser at Craigs Investment Partners and Investment Adviser / NZX Adviser at Craigs Investment Partners. Gretchen Williamson holds Series 65, Qualified As An Investment Advisor Representative In The Us. from Kaplan University.
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I advise clients in all aspects of equity, cash & fixed interest investments specialising in portfolio management for private clients, family trusts, charitable organisations, estates, US resident clients, UK Pensions and Kiwisaver.I joined Craigs Investment Partners as an Investment Adviser in April 2005, having previously spent two years in Hong Kong as a Financial Planner and seven years in Sydney as a Global Markets Dealer and a Private Client Adviser, specialising in superannuation.Craigs Investment Partners Limited is one of New Zealand’s largest investment advisory and management firms, offering bespoke investment solutions to private, corporate and institutional clients.I understand that everyone’s needs are different, our extensive range of services allows me to tailor an investment solution to meet individual needs.Specialties: - tailored investment advice - regular portfolio reviews, including asset allocation, stock specific reviews and advice- personalised Kiwisaver & UK Pension investment strategy - investment advisory services to US tax resident clients, I am an Investment Advisor Representative licensed in the US- access to highly regarded research analysts - opportunities for participation in IPOs, placements and other corporate transactions
Listed skills include Investments, Investment Strategies, Investment Advisory, Portfolio Management, and 38 others.
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Auckland
Advise clients in all aspects of equity, cash & fixed interest investments specialising in portfolio management for private clients, family trusts, estates, US resident clients, UK Pensions and Kiwisaver
Auckland
The services I provide include:• Tailored investment advice for private clients to preserve and build wealth• Regular portfolio reviews, including asset allocation and stock specific review and advice • Investment advisory services to US tax resident clients, I am an Investment Advisor Representative licensed in the US • Opportunities for participation in IPO’s, placements and other corporate transactions• Personalised Kiwisaver, Superannuation & UK Pension investment strategies to maximise retirement savings• The ability to draw on a wealth of resources to deliver the highest level of service possible• Access to a team of professionals who are specialist in their fields, including our highly regarded research analysts and administration expertsI have presented share market updates for TV1 and for investor presentations.Qualified as an Investment Advisor Representative (US) having completed Series 65 enabling the provision of investment advice to US based or tax resident clients.My qualifications:- Certificate of Authorisation AFA (2011)- NZX Adviser- Series 65 (Kaplan)My Disclosure Statement can be viewed at www.craigsip.com
Other employees you can reach at craigsip.com. View company contacts for 441 employees →
Luke Thornhill
Colleague at Craigs Investment PartnersAuckland, New Zealand
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Philippa Bray
Colleague at Craigs Investment PartnersAuckland, New Zealand
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Ben Haywood
Colleague at Craigs Investment PartnersAuckland, New Zealand
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Will Clarke
Colleague at Craigs Investment PartnersNew Zealand
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Andrew Mclean
Colleague at Craigs Investment PartnersNew Zealand
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William Rattray
Colleague at Craigs Investment PartnersAuckland, New Zealand
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Claire Davies
Colleague at Craigs Investment PartnersNew Zealand
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Sarah Aimer
Colleague at Craigs Investment PartnersChristchurch Metropolitan Area, New Zealand
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Chloe Taylor
Colleague at Craigs Investment PartnersChristchurch, Canterbury, New Zealand
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Liz Walden
Colleague at Craigs Investment PartnersNorthland, New Zealand
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Series 65 exam is also known as the Uniform Investment Adviser Law Examination. Series 65 covers laws, regulations, ethics and topics such.
Bachelor of Commerce (Finance). Post Graduate Diploma (Finance).
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Gretchen Williamson works for Craigs Investment Partners.
Gretchen Williamson is listed as Investment Adviser (NZX Adviser) Investment Adviser Representative (US) at Craigs Investment Partners.
AeroLeads has found 2 work email signals at @craigsip.com for Gretchen Williamson at Craigs Investment Partners.
Gretchen Williamson is based in Auckland, New Zealand while working with Craigs Investment Partners.
Gretchen Williamson has worked for Craigs Investment Partners, Financial Partners International, and Ord Minnett.
Gretchen Williamson's colleagues at Craigs Investment Partners include Luke Thornhill, Philippa Bray, Ben Haywood, Will Clarke, and Andrew Mclean.
You can use AeroLeads to view verified contact signals for Gretchen Williamson at Craigs Investment Partners, including work email, phone, and LinkedIn data when available.
Gretchen Williamson holds Series 65, Qualified As An Investment Advisor Representative In The Us. from Kaplan University.
Gretchen Williamson is listed with skills including Investments, Investment Strategies, Investment Advisory, Portfolio Management, Asset Allocation, Equities, Financial Advisory, and Wealth.
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