Katia Ivanova Email & Phone Number
Portfolio Manager @ Newport Private Wealth
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Katia Ivanova Location
- Toronto, ON, CA
Katia Ivanova Work
- Portfolio Manager @ (February 2020 - Present)
- Senior Portfolio Manager @ (January 2013 - August 2019)
- Investment Advisor, Private Client Group @ (October 2011 - December 2012)
- Vice President and Senior Investment Analyst, Global Equities @ Sceptre Investment Counsel (November 2007 - October 2010)
- Vice President and Research Analyst, Business Income Trusts @ (June 2005 - November 2007)
- Underwriting Officer, Specialty Insurance @ (June 2003 - May 2005)
- Research Analyst, Financial Services @ (December 1998 - May 2003)
- Investment Banking Analyst @ (July 1998 - December 1998)
Katia Ivanova Education
- York University - Schulich School of Business
Bachelor of Business Administration (Honours) (Finance, Management Science)
1994-1998
Katia Ivanova Skills
- Investments
- Investment Advisory
- Asset Allocation
- Risk Assessment
- Financial Planning
- Wealth Management
- Portfolio Strategy
- Capital Markets
- Securities
- Research
- Financial Analysis
- Financial Modeling
- Equity Valuation
- Report Writing
- Public Speaking
- Building Relationships
- Portfolio Management
- Corporate Finance
- Equity Research
- Equities
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Finance
- Financial Services
- Charles River IMS
- Bloomberg
- Thompson One
- Mergers & Acquisitions
- Fixed Income
- Mergers and Acquisitions
Katia Ivanova Summary
- Katia Ivanova, based in Toronto, ON, CA, is currently a Portfolio Manager at Newport Private Wealth. Katia Ivanova brings experience from previous roles at Foresters Financial / Foresters Asset Management (formerly AEGON Capital Managem, BMO Nesbitt Burns, Sceptre Investment Counsel and RBC Capital Markets. Katia Ivanova holds a 1994 - 1998 Bachelor of Business Administration (Honours) in Finance, Management Science @ York University - Schulich School of Business. With a robust skill set that includes Investments, Investment Advisory, Asset Allocation, Risk Assessment, Financial Planning and more. Katia Ivanova has 1 emails on RocketReach.
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