David Thomas Lloyd

Founder at

Newport Private Wealth, Inc.

Finance

Consumer Services

Profile

Mr. David T.
Lloyd is a Co-Founder & Chief Wealth Management Officer at Newport Private Wealth, Inc. and a Co-Founder & Chief Wealth Management Officer at Newport Securities, Inc. Prior to co-founding Newport Private Wealth, Mr. Lloyd was employed by Merchant Private Trust, PerCor Financial Consultant, Clarkson, Gordon & Co. and RBC Private Counsel, Inc. Mr. Lloyd received his BA and CA in Economics from the University of Western Ontario.
He is also a Chartered Accountant and Certified Public Accountant.

David Thomas Lloyd active positions

Companies	Position	Start
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.	Founder	31/12/2000
Newport Securities, Inc. Newport Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Founder	-

All active positions of David Thomas Lloyd

Former positions of David Thomas Lloyd

Companies	Position	End
Clarkson, Gordon & Co.	Corporate Officer/Principal	-
RBC Private Counsel, Inc.	Corporate Officer/Principal	-

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Experiences
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Linked companies

Private companies	5
RBC Private Counsel, Inc.
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
Clarkson, Gordon & Co.