![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>)
David Thomas Lloyd
Fondateur chez
Newport Private Wealth, Inc.
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.
Postes actifs de David Thomas Lloyd
| Sociétés | Poste | Début |
|---|---|---|
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. | Fondateur | 01/01/2001 |
Newport Securities, Inc.
 Newport Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Fondateur | - |
Anciens postes connus de David Thomas Lloyd
| Sociétés | Poste | Fin |
|---|---|---|
Clarkson, Gordon & Co. | Corporate Officer/Principal | - |
RBC Private Counsel, Inc. | Corporate Officer/Principal | - |
Formation de David Thomas Lloyd
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
65
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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. |
