![David Thomas Lloyd](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. David T.
Lloyd is a Co-Founder & Chief Wealth Management Officer at Newport Private Wealth, Inc. and a Co-Founder & Chief Wealth Management Officer at Newport Securities, Inc.
Prior to co-founding Newport Private Wealth, Mr. Lloyd was employed by Merchant Private Trust, PerCor Financial Consultant, Clarkson, Gordon & Co. and RBC Private Counsel, Inc.
Mr. Lloyd received his BA and CA in Economics from the University of Western Ontario.
He is also a Chartered Accountant and Certified Public Accountant.
Aktive Positionen von David Thomas Lloyd
| Unternehmen | Position | Beginn |
|---|---|---|
Newport Private Wealth, Inc.
 Newport Private Wealth, Inc. Investment ManagersFinance Newport aims to protect and grow capital in a more stable fashion than retail investment portfolios. The firm constructs diversified portfolios that balance the risks and opportunities of clients' other assets, such as business interests, real estate holdings and other assets (such as art or collectibles). They manage a balanced portfolio that invests domestic equities, foreign equities, fixed-income, absolute return strategies, special situations, real assets, private equity and cash. | Gründer | 01.01.2001 |
Newport Securities, Inc.
 Newport Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Gründer | - |
Ehemalige bekannte Positionen von David Thomas Lloyd
| Unternehmen | Position | Ende |
|---|---|---|
Clarkson, Gordon & Co. | Corporate Officer/Principal | - |
RBC Private Counsel, Inc. | Corporate Officer/Principal | - |
Ausbildung von David Thomas Lloyd
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
64
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
RBC Private Counsel, Inc. | |
Newport Private Wealth, Inc.
Newport Private Wealth, Inc. Investment ManagersFinance Newport aims to protect and grow capital in a more stable fashion than retail investment portfolios. The firm constructs diversified portfolios that balance the risks and opportunities of clients' other assets, such as business interests, real estate holdings and other assets (such as art or collectibles). They manage a balanced portfolio that invests domestic equities, foreign equities, fixed-income, absolute return strategies, special situations, real assets, private equity and cash. | Finance |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Newport Securities, Inc.
Newport Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Clarkson, Gordon & Co. |
