Jordan Daniel Schwann
Portfolio Manager-Fixed Income presso Newport Private Wealth, Inc.
Profilo
Mr. Jordan D.
Schwann, CFA, is a Portfolio Manager at Newport Private Wealth, Inc.
He began his career as a corporate analyst in the energy sector before moving to PwC’s consulting practice in Australia serving institutional clients.
Having spent most of his career managing financial risk on behalf of large institutions.
Mr. Schwann holds a Bachelor of Commerce degree from the Peter B.
Gustavson School of Business at the University of Victoria and is also a Chartered Financial Analyst.
Posizioni attive di Jordan Daniel Schwann
| Società | Posizione | Inizio |
|---|---|---|
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. | Portfolio Manager-Fixed Income | 01/08/2015 |
Formazione di Jordan Daniel Schwann
| University of Victoria | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
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 |
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