Caitlin Anne Chapman
Lid van de Investeringscommissie bij Newport Private Wealth, Inc.
Profiel
Ms. Caitlin A.
Chapman, CFA, is Portfolio Manager at Newport Private Wealth, Inc. She joined Newport Private Wealth in 2012 with a focus on helping women and also a younger demographic, including adult children of wealthy families, with investment and wealth management services.
Prior to joining Newport Private Wealth Management, Ms. Chapman was employed as a Sales Associate by TD Waterhouse Private Investment Counsel, Inc., an Account Coordinator by MyThum Interactive, Inc., and an Instructor by City of Toronto.
Ms. Chapman is a Chartered Financial Analyst and graduated with Honours Bachelor of Commerce degree from the University of Guelph, specializing in Marketing Management and Consumer Studies.
Actieve functies van Caitlin Anne Chapman
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Lid van de Investeringscommissie | 01-01-2012 |
Eerdere bekende functies van Caitlin Anne Chapman
| Bedrijven | Functie | Einde |
|---|---|---|
TD Waterhouse Private Investment Counsel, Inc.
 TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TD Waterhouse Private Investment Counsel, Inc. (TDWPIC) is an investment adviser headquartered in Toronto, Ontario with offices throughout Canada. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD). Founded in 1991, TDWPIC manages assets for individuals, families, estates and trusts, charitable and business organizations, and Aboriginal communities. | Corporate Officer/Principal | 01-11-2010 |
MyThum Interactive, Inc.
 MyThum Interactive, Inc. Miscellaneous Commercial ServicesCommercial Services MyThum Interactive is a mobile marketing agency that connects brands to consumers through their mobile device. Leveraging its proprietary technology, access to wireless networks and deep understanding of the mobile consumer, MyThum enables clients to engage and interact with target audiences, then builds and manages relationship marketing databases to provide an ongoing, measurable communication platform | Corporate Officer/Principal | 01-08-2009 |
| City of Toronto (Ontario) | Corporate Officer/Principal | 31-08-2007 |
Opleiding van Caitlin Anne Chapman
| University of Guelph | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
| City of Toronto (Ontario) | Government |
MyThum Interactive, Inc.
MyThum Interactive, Inc. Miscellaneous Commercial ServicesCommercial Services MyThum Interactive is a mobile marketing agency that connects brands to consumers through their mobile device. Leveraging its proprietary technology, access to wireless networks and deep understanding of the mobile consumer, MyThum enables clients to engage and interact with target audiences, then builds and manages relationship marketing databases to provide an ongoing, measurable communication platform | Commercial Services |
TD Waterhouse Private Investment Counsel, Inc.
TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TD Waterhouse Private Investment Counsel, Inc. (TDWPIC) is an investment adviser headquartered in Toronto, Ontario with offices throughout Canada. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD). Founded in 1991, TDWPIC manages assets for individuals, families, estates and trusts, charitable and business organizations, and Aboriginal communities. | Finance |