David Thomas Lloyd
Gründer bei 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.
Aktive Positionen von David Thomas Lloyd
| Unternehmen | Position | Beginn |
|---|---|---|
Newport Private Wealth, Inc.
 Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (Newport) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was co-founded by Douglas C. Brown, Mark A. Kinney and David T. Lloyd in 2001. They are a subsidiary of NFP Canada Corp. Newport provides investment and wealth management services to high-net-worth individuals and families across the country. | Gründer | 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. | Gründer | - |
Ehemalige bekannte Positionen von David Thomas Lloyd
| Unternehmen | Position | Ende |
|---|---|---|
| Clarkson, Gordon & Co. | Corporate Officer/Principal | - |
| RBC Private Counsel, Inc. | Corporate Officer/Principal | - |
Ausbildung von David Thomas Lloyd
| University of Western Ontario | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Newport Private Wealth, Inc.
Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (Newport) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was co-founded by Douglas C. Brown, Mark A. Kinney and David T. Lloyd in 2001. They are a subsidiary of NFP Canada Corp. Newport provides investment and wealth management services to high-net-worth individuals and families across the country. | 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 |
| RBC Private Counsel, Inc. | |
| Clarkson, Gordon & Co. |
