Former ANZ adviser Terry
Upton is Money Managers' new Seminar Presenter. He replaces Michael Coote who has joined Tower Managed Funds.
Upton has over 25 years
financial services experience in both sales and management roles.
After nearly 20 years with several of Wall Street's most prominent
financial service providers, Upton immigrated to New Zealand in
1994.
He has worked in the New Zealand financial
services industry for a number of leading companies as an investment
planning adviser and has twice been number one producer in the
marketing of managed funds
A sought-after public speaker, lecturer
and seminar presenter, Upton is also a widely-published author
on a variety of financial matters. He has worked extensively as
a financial commentator in the print media and on American TV,
including four years as a CBS TV financial commentator.
Former ANZ adviser Terry
Upton is Money Managers' new Seminar Presenter. He replaces Michael Coote who has joined Tower Managed Funds.