David Thomas Lloyd
Founder en Newport Private Wealth, Inc. .
Perfil
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.
Cargos activos de David Thomas Lloyd
| Empresas | Cargo | Inicio |
|---|---|---|
Newport Private Wealth, Inc.
 Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (NPW) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was founded in 2001 and is a subsidiary of NFP Canada Corp. NPW provides investment and wealth management services to high net worth individuals and families. | Founder | 01/01/2001 |
Newport Securities, Inc.
 Newport Securities, Inc. Investment Banks/BrokersFinance Newport Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Newport Private Wealth, Inc. The firm was co-founded by Douglas Brown and David Lloyd. Newport Securities provides a full spectrum of brokerage services to corporate and institutional clients. | Founder | - |
Antiguos cargos conocidos de David Thomas Lloyd.
| Empresas | Cargo | Fin |
|---|---|---|
| Clarkson, Gordon & Co. | Corporate Officer/Principal | - |
| RBC Private Counsel, Inc. | Corporate Officer/Principal | - |
Formación de David Thomas Lloyd.
| University of Western Ontario | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
| RBC Private Counsel, Inc. | |
Newport Private Wealth, Inc.
Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (NPW) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was founded in 2001 and is a subsidiary of NFP Canada Corp. NPW provides investment and wealth management services to high net worth individuals and families. | Finance |
Newport Securities, Inc.
Newport Securities, Inc. Investment Banks/BrokersFinance Newport Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Newport Private Wealth, Inc. The firm was co-founded by Douglas Brown and David Lloyd. Newport Securities provides a full spectrum of brokerage services to corporate and institutional clients. | Finance |
| Clarkson, Gordon & Co. |
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