David Cole

Mitglied des Investmentausschusses bei Newport Private Wealth, Inc.

Finance

Consumer Services

Aktive Positionen von David Cole

Unternehmen	Position	Beginn	Ende
Newport Private Wealth, Inc. Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (Newport) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was co-founded by Douglas C. Brown, Mark A. Kinney and David T. Lloyd in 2001. They are a subsidiary of NFP Canada Corp. Newport provides investment and wealth management services to high-net-worth individuals and families across the country.	Mitglied des Investmentausschusses	01.01.2003	-
	Portfolio Manager-Aktien	01.01.2003	-
Newport Securities, Inc. Newport Securities, Inc. Investment Banks/BrokersFinance Newport Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Newport Private Wealth, Inc. The firm was co-founded by Douglas Brown and David Lloyd. Newport Securities provides a full spectrum of brokerage services to corporate and institutional clients.	Corporate Officer/Principal	-	-

Unternehmen	Position	Beginn	Ende
Hazelview Securities, Inc. Hazelview Securities, Inc. Investment ManagersFinance Hazelview Securities, Inc. (HSI) is a Canadian investment advisory firm headquartered in Toronto, Ontario. The firm was founded in 2008 and is a subsidiary of Hazelview Investments, Inc., which is owned by Tre Lupi, Inc. HSI provides discretionary investment advisory services to pooled investment funds (Hazelview Investment Funds) and serves as a sub-adviser to other investment advisers of pooled investment funds.	Corporate Officer/Principal	01.01.2000	-

Wilfrid Laurier University

Undergraduate Degree

International

Kanada

Operativ

Corporate Officer/Principal	2
Investment Committee Member	1
Portfolio Manager-Equities	1

Sektoral

Finance	4
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	3
Newport Private Wealth, Inc. Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (Newport) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was co-founded by Douglas C. Brown, Mark A. Kinney and David T. Lloyd in 2001. They are a subsidiary of NFP Canada Corp. Newport provides investment and wealth management services to high-net-worth individuals and families across the country.	Finance
Newport Securities, Inc. Newport Securities, Inc. Investment Banks/BrokersFinance Newport Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Newport Private Wealth, Inc. The firm was co-founded by Douglas Brown and David Lloyd. Newport Securities provides a full spectrum of brokerage services to corporate and institutional clients.	Finance
Hazelview Securities, Inc. Hazelview Securities, Inc. Investment ManagersFinance Hazelview Securities, Inc. (HSI) is a Canadian investment advisory firm headquartered in Toronto, Ontario. The firm was founded in 2008 and is a subsidiary of Hazelview Investments, Inc., which is owned by Tre Lupi, Inc. HSI provides discretionary investment advisory services to pooled investment funds (Hazelview Investment Funds) and serves as a sub-adviser to other investment advisers of pooled investment funds.	Finance