![David Cole](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>)
David Cole
Mitglied des Investmentausschusses bei
Newport Private Wealth, Inc.
Profil
Mr. John D.
Cole, CFA, is Managing Director & Portfolio Manager at Newport Private Wealth, Inc. and a Managing Director at Newport Securities, Inc.
He got his start in 1992 at McGee Capital Management (acquired by Newport Private Wealth in 2003) where he became a portfolio manager and principal, helping to grow that firm from $25 million to $400 million of assets under management.
Mr. Cole received BA in Economics from Wilfrid Laurier University.
Aktive Positionen von David Cole
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Mitglied des Investmentausschusses | 01.01.2003 |
Newport Securities, Inc.
 Newport Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Ehemalige bekannte Positionen von David Cole
| Unternehmen | Position | Ende |
|---|---|---|
Hazelview Securities, Inc.
 Hazelview Securities, Inc. Investment ManagersFinance HSI’s investment strategy is designed to provide investors with exposure to high quality, institutional-grade real estate located in high barrier-to-entry markets. The strategy will focus on capitalizing on pricing inefficiencies in the global real estate securities market relative to that of the direct real estate or broader equity markets. | Corporate Officer/Principal | - |
Ausbildung von David Cole
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
70
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
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 |
Wilfrid Laurier University
 Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Newport Securities, Inc.
Newport Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Hazelview Securities, Inc.
Hazelview Securities, Inc. Investment ManagersFinance HSI’s investment strategy is designed to provide investors with exposure to high quality, institutional-grade real estate located in high barrier-to-entry markets. The strategy will focus on capitalizing on pricing inefficiencies in the global real estate securities market relative to that of the direct real estate or broader equity markets. | Finance |
