Alan Pilkey Email

Portfolio Manager @ Newport Private Wealth

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Alan Pilkey Location

Waterloo, ON, CA

Alan Pilkey Work

2022 - now Portfolio Manager @ Newport Private Wealth
View Department
Associate Wealth Advisor @ CIBC Wood Gundy
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Senior Fund Accountant @ Butterfield Fulcrum

Manager @ KPMG
Senior Accountant @ KPMG
View Department

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Alan Pilkey Education

Centennial CVI
Honours Bachelor of Business Administration (HBBA)
Wilfrid Laurier University

Alan Pilkey Skills

Accounting
Financial Accounting
Financial Analysis

Financial Planning
Financial Reporting
Investments
Mutual Funds
Portfolio Management

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Alan Pilkey Summary

Alan Pilkey, based in Waterloo, ON, CA, is currently a Portfolio Manager at Newport Private Wealth. Alan Pilkey brings experience from previous roles at Girard, Pilkey & Associates Wealth Management (CIBC Wood Gundy), Butterfield Fulcrum and KPMG. Alan Pilkey holds a Honours Bachelor of Business Administration (HBBA) @ Centennial CVI. With a robust skill set that includes Accounting, Financial Accounting, Financial Analysis, Financial Planning, Financial Reporting and more. Alan Pilkey has 4 emails on RocketReach.

Alan Pilkey Emails

Found 4 emails

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Top Newport Private Wealth Employees

Elizabeth Pizzinato

Chief Marketing Officer at Newport Private Wealth

Toronto, ON, CA
2
- newportprivatewealth.ca
- gmail.com
3
- +1 416-651-XXXX
- +1 416-449-XXXX
- +1 416-441-XXXX
David Lloyd

Managing Director, Chief Wealth Management Officer at Newport Private Wealth

Toronto, ON, CA
2
- newportprivatewealth.ca
- gmail.com
1
- +1 416-867-XXXX
Stephen Hafner

Managing Director at Newport Private Wealth

Toronto, ON, CA
2
- newportprivatewealth.ca
- gmail.com
1
- +1 416-867-XXXX
Peter Churchill-Smith

Managing Director at Newport Private Wealth

Oakville, ON, CA
1
- gmail.com
1
- +1 416-867-XXXX
David Cole

Managing Director at Newport Private Wealth

Toronto, ON, CA
1
- newportprivatewealth.ca
Jordan Schwann

Managing Director and Portfolio Manager at Newport Private Wealth

Toronto, ON, CA
3
- hotmail.com
- newportprivatewealth.ca
- gmail.com
2
- +1 416-867-XXXX
- +61 478 408XXXX
Daniel Girard

Portfolio Manager at Newport Private Wealth

Waterloo, ON, CA
1
- newportprivatewealth.ca
2
- +1 519-804-XXXX
- +1 519-804-XXXX
Karen Chan

Vice President of Finance at Newport Private Wealth

Toronto, ON, CA
1
- newportprivatewealth.ca
Drew Oliver

Portfolio Manager at Newport Private Wealth

Toronto, ON, CA
1
- newportprivatewealth.ca

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