David Newman Email & Phone Number
Vice President and Portfolio Manager, Wealth Advisory and Client Service @ PortfolioHiWay
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David Newman Location
- Mississauga, ON, CA
David Newman Work
- 2024 -now Vice President and Portfolio Manager, Wealth Advisory and Client Service @
- 2023 -2024 Regional Head, Central Canada @
- 2022 -2023 Managing Director, Institutional Equity Sales @
- 2017 -2022 Managing Director, Equity Research, Diversified Industries Analyst @
- 2015 -2017 Portfolio Manager and Head of Research @
- 2010 -2015 Senior Partner and Director, Equity Research @
- 2002 -2010 Director, Equity Research, Transportation and Industrial and Consumer Products Analyst @
- 1991 -2001 Vice President, Special Situations and Consumer Products Analyst, Equity Research @
David Newman Education
- CPA Ontario
CPA (Chartered Professional Accountant - Ontario)
2014 - University of Toronto
Bachelor of Commerce (B.Com.) (Accounting and Finance)
David Newman Skills
- Management
- Microsoft Office
- Public Speaking
- Research
- Strategy
- Customer Service
- Musikproduktion
- Business Development
- Investment Management
- Electronic Trading
- Equity Research
- Capital Markets
- Equities
- Investments
- Financial Modeling
- Portfolio Management
- Valuation
- Financial Analysis
- Investment Banking
- Equity Valuation
- Hedge Funds
- Securities
- Finance
- Bloomberg
- Asset Management
- Stock Picking
- Wealth Management
- Corporate Finance
- Alternative Investments
- Business Valuation
- Financial Markets
- Investment Strategies
David Newman Summary
- David Newman, based in Mississauga, ON, CA, is currently a Vice President and Portfolio Manager, Wealth Advisory and Client Service at PortfolioHiWay. David Newman brings experience from previous roles at Letko Brosseau , Desjardins and The Murray Wealth Group. David Newman holds a CPA in Chartered Professional Accountant - Ontario @ CPA Ontario. With a robust skill set that includes Management, Microsoft Office, Public Speaking, Research, Strategy and more. David Newman has 1 emails and 1 mobile phone numbers on RocketReach.
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