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Jordan Kameron Youl
Gestionnaire de Portefeuille-Actions chez
Newport Private Wealth, Inc.
Finance
Profil
Mr. Jordan K.
Youl is a Portfolio Manager at Newport Private Wealth, Inc. He joined Newport in August 2023.
He started as a Consultant for one of Canada’s largest financial planning firms, providing holistic financial planning services to retirees, professionals and business owners, then transitioned to an independent firm as an Investment Advisor.
He joined Stonecastle Investment Management in 2011 as an Institutional Portfolio Manager specializing in asset allocation and risk management.
Postes actifs de Jordan Kameron Youl
| 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. | Gestionnaire de Portefeuille-Actions | 01/08/2023 |
Anciens postes connus de Jordan Kameron Youl
| Sociétés | Poste | Fin |
|---|---|---|
StoneCastle Investment Management, Inc.
 StoneCastle Investment Management, Inc. Investment ManagersFinance SCIM invests in the stocks of US and Canadian small-cap companies in the energy minerals, non-energy minerals, industrial services and electronic technology sectors. | Gestionnaire de Portefeuille-Actions | 01/08/2023 |
Proprietary Capital LLC
 Proprietary Capital LLC Investment ManagersFinance Proprietary Capital focuses primarily on investments in: (i) mortgage and housing-related securities, their derivatives and other financial instruments linked to the mortgage and housing market; and (ii) federally guaranteed or insured loans. The firm seeks to help improve their clients' ability to balance their exposure to changes in US interest rates. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
15
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
Proprietary Capital LLC
Proprietary Capital LLC Investment ManagersFinance Proprietary Capital focuses primarily on investments in: (i) mortgage and housing-related securities, their derivatives and other financial instruments linked to the mortgage and housing market; and (ii) federally guaranteed or insured loans. The firm seeks to help improve their clients' ability to balance their exposure to changes in US interest rates. | Finance |
StoneCastle Investment Management, Inc.
StoneCastle Investment Management, Inc. Investment ManagersFinance SCIM invests in the stocks of US and Canadian small-cap companies in the energy minerals, non-energy minerals, industrial services and electronic technology sectors. | Finance |
