![Caitlin Anne Chapman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Caitlin Anne Chapman
Membre du Comité d'Investissement chez
Newport Private Wealth, Inc.
Profil
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.
Postes actifs de Caitlin Anne Chapman
| Sociétés | Poste | Début |
|---|---|---|
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. | Membre du Comité d'Investissement | 01/01/2012 |
Anciens postes connus de Caitlin Anne Chapman
| Sociétés | Poste | Fin |
|---|---|---|
TD Waterhouse Private Investment Counsel, Inc.
 TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TDWPIC aims to provide superior risk-adjusted investment returns over the long term. They diversify portfolios to potentially reduce overall volatility. Clients' holdings are diversified across asset classes, sectors, industries, geographic regions and often management styles, according to the client's specific objectives. The firm performs comprehensive research into the securities selected. While they take overriding economic trends into account, more emphasis is placed on research into each individual company. | Corporate Officer/Principal | 01/11/2010 |
MyThum Interactive, Inc.
 MyThum Interactive, Inc. Miscellaneous Commercial ServicesCommercial Services Provides mobile marketing services | Corporate Officer/Principal | 01/08/2009 |
City of Toronto (Ontario)
 City of Toronto (Ontario) MunicipalityGovernment Functions as a local level government authority | Corporate Officer/Principal | 31/08/2007 |
Formation de Caitlin Anne Chapman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
39
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
TD Waterhouse Private Investment Counsel, Inc.
TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TDWPIC aims to provide superior risk-adjusted investment returns over the long term. They diversify portfolios to potentially reduce overall volatility. Clients' holdings are diversified across asset classes, sectors, industries, geographic regions and often management styles, according to the client's specific objectives. The firm performs comprehensive research into the securities selected. While they take overriding economic trends into account, more emphasis is placed on research into each individual company. | 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 |
City of Toronto (Ontario)
City of Toronto (Ontario) MunicipalityGovernment Functions as a local level government authority | Government |
University of Guelph
 University of Guelph Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MyThum Interactive, Inc.
MyThum Interactive, Inc. Miscellaneous Commercial ServicesCommercial Services Provides mobile marketing services | Commercial Services |
