Jordan Daniel Schwann
Portfolio Manager-Fixed Income bij Newport Private Wealth, Inc.
Oorsprong van het eerstegraads netwerk van Jordan Daniel Schwann
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
18
| Subsidiary | Investment Managers | 18 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jordan Daniel Schwann via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Newport Securities, Inc.
 Newport Securities, Inc. Investment Banks/BrokersFinance Newport Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Newport Private Wealth, Inc. The firm was co-founded by Douglas Brown and David Lloyd. Newport Securities provides a full spectrum of brokerage services to corporate and institutional clients. | Investment Banks/Brokers | Director/Board Member Founder Corporate Officer/Principal Corporate Officer/Principal Director of Research - Equity Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Corporate Officer/Principal Analyst-Equity | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Connor Clark Pvt Trust Co. | Corporate Officer/Principal Corporate Officer/Principal President | ||
| University of Guelph | College/University | Undergraduate Degree Undergraduate Degree | |
| FLINT CORP. | Investment Managers | Director/Board Member Chairman | |
| University of Toronto | College/University | Undergraduate Degree Masters Business Admin | |
| McMaster University | College/University | Masters Business Admin Undergraduate Degree | |
| York University | College/University | Undergraduate Degree Undergraduate Degree | |
Barclays Bank of Canada
 Barclays Bank of Canada Major BanksFinance Barclays Bank of Canada is based in Vancouver, Canada. Part of HSBC Holdings Plc, Barclays Bank of Canada is a Canadian company that provides banking services. Barclays Bank of Canada was acquired by HSBC Holdings Plc on June 01, 1996. | Major Banks | Corporate Officer/Principal | |
Fasken Martineau DuMoulin LLP
 Fasken Martineau DuMoulin LLP Miscellaneous Commercial ServicesCommercial Services Fasken Martineau DuMoulin LLP operates as law firm. It provides legal services to construction, financial, insurance, life sciences, corporate, and commercial industry. It offers Labour employment and human rights, litigation and dispute resolution, and privacy and cybersecurity risk management. The company was founded in 1863 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| ROYAL BANK OF CANADA | Major Banks | Corporate Officer/Principal | |
| University of Windsor | College/University | Graduate Degree | |
BMO Private Investment Counsel, Inc.
 BMO Private Investment Counsel, Inc. Investment ManagersFinance BMO Private Investment Counsel, Inc. (BPIC) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1996 and formerly known as BMO Harris Investment Management, Inc. They are a direct, wholly-owned subsidiary of BMO Nesbitt Burns, Inc., ultimately owned by the Bank of Montréal (NYSE, TSE: BMO). BPIC provides discretionary investment advisory services to pooled investment vehicles, corporations, pension plans, charitable organizations, insurance companies, trusts and estates, non-profit organizations and private foundations in Canada and the US. | Investment Managers | Corporate Officer/Principal | |
| MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | Corporate Officer/Principal | |
Connor Clark & Co. Ltd.
 Connor Clark & Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Royal Bank of Canada, Connor Clark & Co. Ltd. is a Canadian management consulting company. The company is based in Toronto, Canada. The company was founded by Gerald Raymond Connor. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Canaccord Genuity Corp.
 Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Trading-Equity | |
| Lehigh University | College/University | Undergraduate Degree | |
| Richard Ivey School of Business | College/University | Masters Business Admin | |
| City of Toronto (Ontario) | Municipality | Corporate Officer/Principal | |
TD Waterhouse Private Investment Counsel, Inc.
 TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TD Waterhouse Private Investment Counsel, Inc. (TDWPIC) is an investment adviser headquartered in Toronto, Ontario with offices throughout Canada. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD). Founded in 1991, TDWPIC manages assets for individuals, families, estates and trusts, charitable and business organizations, and Aboriginal communities. | Investment Managers | Corporate Officer/Principal | |
StoneCastle Investment Management, Inc.
 StoneCastle Investment Management, Inc. Investment ManagersFinance Founded in 2001 by Bruce Campbell, StoneCastle Investment Management, Inc. is an investment advisor located in Kelowna, British Columbia. The firm is registered as an Investment Counsel Portfolio Manager (ICPM) with the Alberta, British Columbia and Ontario Securities Commissions. | Investment Managers | Portfolio Manager-Equities | |
Proprietary Capital LLC
 Proprietary Capital LLC Investment ManagersFinance Proprietary Capital LLC is an independent, SEC-registered investment advisor and alternative investment management firm headquartered in Denver, Colorado. The firm was co-founded by Bryan Roche and Craig Cohen in 1997. Proprietary Capital manages capital in commingled and single-investor portfolios for prominent US-based endowments and foundations, faith-based organizations, hospital systems, family offices, outsourced CIO providers, fund of hedge funds, and other domestic and foreign institutional investors. | Investment Managers | Corporate Officer/Principal | |
| Rotman School of Management | College/University | Masters Business Admin | |
Tacita Capital, Inc.
 Tacita Capital, Inc. Investment ManagersFinance Tacita Capital, Inc. is a private and independent family office and investment counsel firm headquartered in Toronto, Canada. The firm was founded by Michael Nairne in 2005. Tacita Capital provides advanced, tax-optimized and customized portfolio and wealth management to Canadian families of affluence. | Investment Managers | Analyst-Equity | |
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Investment Managers | Corporate Officer/Principal | |
| Wilfrid Laurier University | College/University | Undergraduate Degree | |
| Clarkson, Gordon & Co. | Corporate Officer/Principal | ||
| MAD CATZ INTERACTIVE, INC. | Computer Peripherals | Director/Board Member | |
ENMAX Corp.
 ENMAX Corp. Electric UtilitiesUtilities ENMAX Corp. engages in the distribution of electricity and natural gas for residential and commercial sectors. It offers electricity, meter, retailer, and engineering and construction services. The company was founded in 1904 and is headquartered in Calgary, Canada. | Electric Utilities | Director/Board Member | |
| University of Saskatchewan | College/University | Undergraduate Degree | |
Cancer Care Ontario
 Cancer Care Ontario Hospital/Nursing ManagementHealth Services Cancer Care Ontario operates as an Ontario government’s principal cancer advisor. It engages in conducting clinical involvement, strategic planning, analytics and informatics, strong government and relationship programs. The company was founded in and is headquartered in | Hospital/Nursing Management | Chairman | |
| Laidlaw Foundation | Director/Board Member | ||
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Alida, Inc.
 Alida, Inc. Packaged SoftwareTechnology Services Alida, Inc. develops cloud-based customer intelligence platform. Its services include insight community planning, community management, and community research. The company was founded by Andrew Iain Reid in 2000 and is headquartered in Toronto, Canada. | Packaged Software | Director/Board Member | |
Mulvihill Capital Management, Inc.
 Mulvihill Capital Management, Inc. Investment ManagersFinance Mulvihill Capital Management, Inc. (Mulvihill) is a privately-held, Canadian investment management firm headquartered in Toronto, Ontario. The firm was originally founded in 1984 by the Canada Trust Company under the name CT Investment Counsel, Inc. to manage the institutional and pension fund business of the Canada Trust Co. In 1995, John Mulvihill purchased the firm from Canada Trust and subsequently change the firm name into Mulvihill Capital Management, Inc. and as Strathbridge Asset Management, Inc. in 2011. They change their name back to Mulvihill Capital Management Inc. in 2022. Mulvihill is dedicated to yield enhancement strategies for both retail, high net worth, and institutional clients. | Investment Managers | Analyst-Equity | |
Hazelview Securities, Inc.
 Hazelview Securities, Inc. Investment ManagersFinance Hazelview Securities, Inc. (HSI) is a Canadian investment advisory firm headquartered in Toronto, Ontario. The firm was founded in 2008 and is a subsidiary of Hazelview Investments, Inc., which is owned by Tre Lupi, Inc. HSI provides discretionary investment advisory services to pooled investment funds (Hazelview Investment Funds) and serves as a sub-adviser to other investment advisers of pooled investment funds. | Investment Managers | Corporate Officer/Principal | |
Deloitte & Touche, Inc.
 Deloitte & Touche, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte & Touche, Inc. provides accounting services. The company is based in Calgary, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Carleton University | College/University | Undergraduate Degree | |
Mercantile Bank of Canada
 Mercantile Bank of Canada Regional BanksFinance Part of National Bank of Canada, Mercantile Bank of Canada is a commercial bank that provides commercial banking services. The company is based in Montréal, Canada. | Regional Banks | Corporate Officer/Principal |
Statistieken
Internationaal
| Canada | 46 |
| Verenigde Staten | 5 |
| Hongkong | 2 |
Sectoraal
| Finance | 24 |
| Consumer Services | 14 |
| Commercial Services | 5 |
| Technology Services | 3 |
| Government | 2 |
Operationeel
| Corporate Officer/Principal | 33 |
| Portfolio Manager-Equities | 18 |
| Undergraduate Degree | 16 |
| Director/Board Member | 12 |
| Investment Committee Member | 11 |
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