Peter Andrew Churchill-Smith
Mitglied des Investmentausschusses bei Newport Private Wealth, Inc.
Profil
Mr. Peter A.
Churchill-Smith, CFA MBA, is Managing Director & Portfolio Manager at Newport Private Wealth, Inc. and a Managing Director at Newport Securities, Inc.
Prior to joining Newport Private Wealth, he contributes valued credit analysis and due diligence capabilities — acquired during his previous career as a commercial banker, first with Mercantile Bank of Canada (now National Bank of Canada).
Mr. Churchill-Smith was then a founding executive of Morguard Bank of Canada, which he helped grow from start-up in 1980 to its sale in 1986 to a major U.S.
bank.
He aslo worked at Connor Clark Private Trust (now RBC Private Counsel) as portfolio manager in 1991.
Mr. Churchill-Smith received his BComm degree from Carleton University and his MBA in Finance from the University of Western Ontario - Ivey School of Business.
He is a CFA Charterholder.
Aktive Positionen von Peter Andrew Churchill-Smith
| 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. | Mitglied des Investmentausschusses | 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. | Corporate Officer/Principal | - |
Ehemalige bekannte Positionen von Peter Andrew Churchill-Smith
| Unternehmen | Position | Ende |
|---|---|---|
| Connor Clark Pvt Trust Co. | Corporate Officer/Principal | 31.12.2000 |
Mutual Trust Co. of America Securities
 Mutual Trust Co. of America Securities Investment Banks/BrokersFinance Mutual Trust Co. of America Securities is a private company based in Clearwater, FL. | Corporate Officer/Principal | - |
Mutual Securities, Inc.
 Mutual Securities, Inc. Investment ManagersFinance Mutual Securities, Inc. provides investment advice. The private company is based in Camarillo, CA. | Corporate Officer/Principal | - |
Mercantile Bank of Canada
 Mercantile Bank of Canada Regional BanksFinance Part of National Bank of Canada, Mercantile Bank of Canada is a commercial bank that provides commercial banking services. The company is based in Montréal, Canada. | Corporate Officer/Principal | - |
Ausbildung von Peter Andrew Churchill-Smith
| University of Western Ontario | Masters Business Admin |
| Carleton University | 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 | 6 |
|---|---|
Mutual Trust Co. of America Securities
Mutual Trust Co. of America Securities Investment Banks/BrokersFinance Mutual Trust Co. of America Securities is a private company based in Clearwater, FL. | Finance |
Mutual Securities, Inc.
Mutual Securities, Inc. Investment ManagersFinance Mutual Securities, Inc. provides investment advice. The private company is based in Camarillo, CA. | Finance |
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 |
Mercantile Bank of Canada
Mercantile Bank of Canada Regional BanksFinance Part of National Bank of Canada, Mercantile Bank of Canada is a commercial bank that provides commercial banking services. The company is based in Montréal, Canada. | Finance |
| Connor Clark Pvt Trust Co. |
