Steve Hafner
Investment Committee Member bij Newport Private Wealth, Inc.
Profiel
Mr. Stephen R.
Hafner, CFA, is Managing Director & Portfolio Manager at Newport Private Wealth, Inc., Chairman at swoodoo AG and a Managing Director at Newport Securities, Inc. Since 2003, he has been a senior member of Newport’s Investment Committee and the management team.
From 1996 to 2003, he was a Vice President at TAL Private Management Ltd.
(now CIBC Asset Management), where he worked for some of the wealthiest families in the country.
Mr. Hafner received his BA in Management and Economics degree from the University of Guelph.
He is a CFA Charterholder.
Actieve functies van Steve Hafner
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Investment Committee Member | 01-11-2003 |
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 | - |
Eerdere bekende functies van Steve Hafner
| Bedrijven | Functie | Einde |
|---|---|---|
| CIBC Private Investment Counsel, Inc. | Corporate Officer/Principal | - |
Connor Clark & Co. Ltd.
 Connor Clark & Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Royal Bank of Canada, Connor Clark & Co. Ltd. is a Canadian management consulting company. The private company is based in Toronto, Canada. The company was founded by Gerald Raymond Connor. | Corporate Officer/Principal | - |
Barclays Bank of Canada
 Barclays Bank of Canada Major BanksFinance Barclays Bank of Canada is based in Vancouver, Canada. Part of HSBC Holdings Plc, Barclays Bank of Canada is a Canadian company that provides banking services. Barclays Bank of Canada was acquired by HSBC Holdings Plc on June 01, 1996. | Corporate Officer/Principal | - |
Opleiding van Steve Hafner
| 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 | 5 |
|---|---|
Connor Clark & Co. Ltd.
Connor Clark & Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Royal Bank of Canada, Connor Clark & Co. Ltd. is a Canadian management consulting company. The private company is based in Toronto, Canada. The company was founded by Gerald Raymond Connor. | Commercial Services |
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 |
Barclays Bank of Canada
Barclays Bank of Canada Major BanksFinance Barclays Bank of Canada is based in Vancouver, Canada. Part of HSBC Holdings Plc, Barclays Bank of Canada is a Canadian company that provides banking services. Barclays Bank of Canada was acquired by HSBC Holdings Plc on June 01, 1996. | 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 |
| CIBC Private Investment Counsel, Inc. | Finance |
