Ed Porter

Investment Adviser at Hobson Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
NZ
Skills

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Credentials

  • Authorised Financial Adviser (AFA)
    Financial Markets Authority - New Zealand
  • Bachelor of Commerce and Administration (International Finance and Economics), Victoria University, 1990
    -
  • NZX Adviser
    NZX

Experience

  • Hobson Wealth
    • New Zealand
    • Financial Services
    • 1 - 100 Employee
    • Investment Adviser
      • May 2018 - Present

  • Auckland Choral Society
    • Bass 1
      • Feb 2018 - Present

      Auckland's only massed symphonic choir - performing several times a year at the Town Hall and Holy Trinity Cathedral. I say that each week at rehearsal I get "a singing lesson, a music lesson, and a lesson in life". Auckland's only massed symphonic choir - performing several times a year at the Town Hall and Holy Trinity Cathedral. I say that each week at rehearsal I get "a singing lesson, a music lesson, and a lesson in life".

  • Crema Capital Limited
    • Auckland
    • Managing Director /Portfolio Manager
      • Sep 2011 - Sep 2017

      Managing the operations and systems to support a wealth management business with $65m of funds under management; managing regulatory compliance and client portfolios. Managing the operations and systems to support a wealth management business with $65m of funds under management; managing regulatory compliance and client portfolios.

  • Porter Capital Limited
    • Wellington, New Zealand
    • Principal
      • Jun 2007 - Aug 2011

      Setting up the systems and procedures to run this business and its $7m funds under management; managing client portfolios very successfully through the GFC Setting up the systems and procedures to run this business and its $7m funds under management; managing client portfolios very successfully through the GFC

  • Porter Holdings Limited
    • Wellington, NZ
    • Principal
      • Feb 2002 - Jun 2007

      Self-employed trading in financial markets; Self-employed trading in financial markets;

  • Bank of New Zealand
    • New Zealand
    • Banking
    • 700 & Above Employee
    • Trader - Short Term Interest Rates
      • May 2000 - Feb 2002

  • Lehman Brothers
    • Capital Markets
    • 700 & Above Employee
    • Director, Senior Government Bond Repo Trader
      • 1994 - 2000

    • Treasury and Funding Officer
      • 1991 - 1994

  • Reserve Bank of New Zealand
    • Wellington
    • Banking Analyst
      • Aug 1986 - Nov 1990

Education

  • Victoria University of Wellington
    BCA, Money and Finance, Economics
    1985 - 1990
  • Nelson College
    University Bursary, Maths and Science
    1983 - 1984
  • NZX
    NZX Adviser
  • Open Polytechnic of NZ
    National Certificate in Financial Services (Level 5), Authorised Financial Adviser

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