Simon Porter
Portefeuillebeheerder-Aandelen bij First Manhattan Co LLC
Profiel
Mr. Simon E.
Porter is a Senior Managing Director & Portfolio Manager at First Manhattan Co LLC.
He takes a long-term, value-oriented approach with a capital preservation mentality.
Mr. Porter has been an active contributor to First Manhattan's research team throughout his tenure at the firm.
Mr. Porter was employed as a Managing Director & Portfolio Manager by First Manhattan Co. He worked in public accounting focused on audit and assurance services at what is now BDO Australia and with Deloitte & Touche in New York.
His strong financial and analytical background, which he gained by evaluating financial plans and accounting estimates, analyzing financial statements, assessing internal controls, and undertaking forensic accounting projects, informs and strengthens his work as a Portfolio Manager.
He holds a Bachelor of Commerce from Murdoch University in Western Australia.
He qualified as a Chartered Accountant in Australia and earned his Certified Public Accountant (CPA) designation after moving to the US.
Actieve functies van Simon Porter
| Bedrijven | Functie | Begin |
|---|---|---|
First Manhattan Co LLC
 First Manhattan Co LLC Investment ManagersFinance Part of Fmc Group Holdings LP, First Manhattan Co LLC is a wealth planning and investment advisory firm based in New York, NY. At the heart of the firm is a thorough, independent research process that forms the foundation of their investment decision-making process. The company uses their experience, rigorous analysis, and sound judgment to identify investment opportunities that deliver long-term value. First Manhattan Co is dedicated to helping their clients secure their financial future through a trusted partnership. The company was founded in 2022. Zachary A. Wydra has been the CEO of the company since 2023. | Portefeuillebeheerder-Aandelen | 01-01-2023 |
Eerdere bekende functies van Simon Porter
| Bedrijven | Functie | Einde |
|---|---|---|
First Manhattan Co.
 First Manhattan Co. Investment ManagersFinance First Manhattan Co. (FMC) is a wealth management firm headquartered in New York City. The firm was founded by David Gottesman in 1964. FMC provides investment advice to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other types of business entities, institutional clients and the FMC ETF, a non-transparent exchange-traded fund that is a registered investment company. | Analyst-Equity | 01-01-2023 |
Opleiding van Simon Porter
| Murdoch University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
First Manhattan Co.
First Manhattan Co. Investment ManagersFinance First Manhattan Co. (FMC) is a wealth management firm headquartered in New York City. The firm was founded by David Gottesman in 1964. FMC provides investment advice to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other types of business entities, institutional clients and the FMC ETF, a non-transparent exchange-traded fund that is a registered investment company. | Finance |
First Manhattan Co LLC
First Manhattan Co LLC Investment ManagersFinance Part of Fmc Group Holdings LP, First Manhattan Co LLC is a wealth planning and investment advisory firm based in New York, NY. At the heart of the firm is a thorough, independent research process that forms the foundation of their investment decision-making process. The company uses their experience, rigorous analysis, and sound judgment to identify investment opportunities that deliver long-term value. First Manhattan Co is dedicated to helping their clients secure their financial future through a trusted partnership. The company was founded in 2022. Zachary A. Wydra has been the CEO of the company since 2023. | Finance |
