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Jordan Daniel Schwann
Portfolio Manager-Fixed Income chez
Newport Private Wealth, Inc.
Profil
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.
Postes actifs de Jordan Daniel Schwann
| 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. | Portfolio Manager-Fixed Income | 01/08/2015 |
Formation de Jordan Daniel Schwann
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 Victoria
 University of Victoria Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
