David Newman Email & Phone Number
Vice President, Wealth Advisory and Portfolio Manager @ PortfolioHiWay
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David Newman Location
- Mississauga, ON, CA
David Newman Work
- Vice President, Wealth Advisory and Portfolio Manager @ (December 2024 - Present)
- Regional Head, Central Canada @ (September 2023 - October 2024)
- Managing Director, Institutional Equity Sales @ (March 2022 - August 2023)
- Managing Director, Equity Research, Diversified Industries Analyst @ (September 2017 - March 2022)
- Portfolio Manager and Head of Research @ (February 2015 - January 2017)
- Senior Partner and Director, Equity Research, Transportation and Industrial @ (September 2010 - February 2015)
- Director, Equity Research, Transportation and Industrial and Consumer Products Analyst @ (January 2002 - June 2010)
- Vice President, Special Situations and Consumer Products Analyst, Equity Research @ (January 1991 - December 2001)
David Newman Education
- CPA Ontario
CPA (Chartered Professional Accountant - Ontario)
2014 - University of Toronto
Bachelor of Commerce (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, Wealth Advisory and Portfolio Manager 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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