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Andrew Graham Thomson
Membro del Comitato di Investimento presso
Newport Private Wealth, Inc.
Profilo
Mr. Andrew G.
Thomson, CFA MBA, is Managing Director & Portfolio Manager at Newport Private Wealth, Inc. and a Managing Director at Newport Securities, Inc. In 2008, he joined Newport, attracted by the firm’s ‘open architecture’ approach of hiring independent money managers with specialized expertise.
Mr. Thomson works closely with client families from both Ontario and Western Canada.
Prior to joining Newport Private Wealth, Mr. Thomson was employed by Mulvihill Capital Management where he advanced through the roles of Fixed Income Trader, Equity Analyst, and finally Portfolio Manager working with Mulvihill’s institutional and private client families and a Research Analyst by Deloitte & Touche, Inc.
Mr. Thomson received his MBA from the University of Western Ontario - The Richard Ivey School of Business.
He is a CFA Charterholder.
Posizioni attive di Andrew Graham Thomson
| Società | Posizione | Inizio |
|---|---|---|
Newport Private Wealth, Inc.
 Newport Private Wealth, Inc. Investment ManagersFinance Newport aims to protect and grow capital in a more stable fashion than retail investment portfolios. The firm constructs diversified portfolios that balance the risks and opportunities of clients' other assets, such as business interests, real estate holdings and other assets (such as art or collectibles). They manage a balanced portfolio that invests domestic equities, foreign equities, fixed-income, absolute return strategies, special situations, real assets, private equity and cash. | Membro del Comitato di Investimento | 01/01/2008 |
Newport Securities, Inc.
 Newport Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Precedenti posizioni note di Andrew Graham Thomson
| Società | Posizione | Fine |
|---|---|---|
Mulvihill Capital Management, Inc.
 Mulvihill Capital Management, Inc. Investment ManagersFinance Mulvihill is an active manager which aims to provide superior risk-adjusted performance for their clients’ portfolios by delivering enhanced yield, capital preservation, and lower portfolio volatility. The firm’s strategies has been developed and refined over numerous market cycles to adapt to ever changing market conditions. | Analyst-Equity | 31/12/2006 |
Deloitte & Touche, Inc.
 Deloitte & Touche, Inc. Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | 31/12/1999 |
Formazione di Andrew Graham Thomson
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
69
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Mulvihill Capital Management, Inc.
Mulvihill Capital Management, Inc. Investment ManagersFinance Mulvihill is an active manager which aims to provide superior risk-adjusted performance for their clients’ portfolios by delivering enhanced yield, capital preservation, and lower portfolio volatility. The firm’s strategies has been developed and refined over numerous market cycles to adapt to ever changing market conditions. | Finance |
Newport Private Wealth, Inc.
Newport Private Wealth, Inc. Investment ManagersFinance Newport aims to protect and grow capital in a more stable fashion than retail investment portfolios. The firm constructs diversified portfolios that balance the risks and opportunities of clients' other assets, such as business interests, real estate holdings and other assets (such as art or collectibles). They manage a balanced portfolio that invests domestic equities, foreign equities, fixed-income, absolute return strategies, special situations, real assets, private equity and cash. | Finance |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Newport Securities, Inc.
Newport Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Deloitte & Touche, Inc.
Deloitte & Touche, Inc. Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
