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Matthew Haupt Location
Sydney, NSW, AU
Matthew Haupt Work
Portfolio Manager @ (December 2015 - Present)
Analyst @ (January 2011 - December 2015)
Private Portfolio Manager @ (June 2006 - September 2011)
Fixed Income Officer @ (May 2004 - June 2006)
Matthew Haupt Education
CFA Institute
CFA (CFA)
2008-2010
FINSIA
Graduate Diploma of Applied (Finance and Investments Adelaide)
2006-2008
University of Adelaide
Commerce (Commerce)
2001-2003
Matthew Haupt Skills
Investments
Equities
Securities
Fixed Income
Asset Allocation
Account Reconciliation
Capital Markets
Trading
Valuation
Management
Banking
Portfolio Management
Matthew Haupt Summary
Matthew Haupt, based in Sydney, NSW, AU, is currently a Portfolio Manager at Wilson Asset Management. Matthew Haupt brings experience from previous roles at Wilson Asset Management, IOOF Holdings Ltd and Australian Executor Trustees Limited. Matthew Haupt holds a 2008 - 2010 CFA in CFA @ CFA Institute. With a robust skill set that includes Investments, Equities, Securities, Fixed Income, Asset Allocation and more. Matthew Haupt has 2 emails and 1 mobile phone numbers on RocketReach.
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