Meet the Team

View profile of Douglas C. Brown
Chair, Governance
Douglas C. Brown
Co-Founder, President & CEO

Doug Brown’s path to co-founding Newport Private Wealth was born out of a career in wealth management — in some of the industry’s ...

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View profile of Mark A. Kinney
Chair
Mark A. Kinney, MBA, CFA®
Co-Founder & Chief Investment Officer

Investing his summer earnings in two stocks (Laidlaw and Franco Nevada) while in graduate school and watching them grow enough to buy ...

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View profile of David T. Lloyd
David T. Lloyd, CPA, CA
Co-Founder & Chief Wealth Management Officer

Given the risks of starting a new business, entrepreneurship may seem an unlikely path for a risk-managing accountant, but David Lloyd ...

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View profile of J. David Cole
Vice Chair
J. David Cole, CFA®
Managing Director & Portfolio Manager

Still a teenager when he bought his first stock, David Cole has been an avid student of finance ever since. At university, he and a ...

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View profile of Stephen R. Hafner
Stephen R. Hafner, CFA®
Managing Director & Portfolio Manager

Steve’s passion for income-producing investments developed early in his career. Having spent seven years as a commercial banker with ...

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View profile of Donald L. Lenz
Donald L. Lenz
Senior Consultant

If there is one thing that defines Don Lenz’s extraordinary forty-five year investment career, it is his ability to build ...

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View profile of Peter Churchill-Smith
Peter Churchill-Smith, MBA
Managing Director & Portfolio Manager

Peter Churchill-Smith is one of those rare individuals with the relationship-building skills of an extrovert and the analytical nature ...

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View profile of Michael Vanderburgh
Michael Vanderburgh, MBA, CFA®, CFP®
Managing Director & Portfolio Manager

At the age of 13, inspired by a visit to the trading floor of the Toronto Stock Exchange with his financial executive grandfather, Mike ...

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View profile of Andrew G. Thomson
Andrew G. Thomson, MBA, CFA®
Managing Director & Portfolio Manager

Whether he is analyzing investments for his clients or mapping out his career path, Andrew is always thorough in his considerations. ...

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View profile of Kevin A. Dean
Kevin A. Dean, CFA®, CIWM
Managing Director & Portfolio Manager

As someone who possesses the perfect balance of razor-sharp financial skills, an easy ability to relate to people and distill complex ...

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View profile of Jordan Schwann
Jordan Schwann, CFA®
Portfolio Manager

A Calgary native, Jordan began his career as a corporate analyst in the energy sector before moving to PwC’s consulting practice in ...

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View profile of Jansen Shrubb
Jansen Shrubb, MBA, CIM®
Portfolio Manager

As a quarterback for the Queen’s Golden Gaels and the Toronto Varsity Blues during his university years, Jansen learned the value of ...

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View profile of Kyle A. Smith
Kyle A. Smith, MBA, CFA®
Portfolio Manager

Originally from Orillia, Ontario, Kyle’s interest in the financial markets started at a young age. “My dad would read the business ...

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View profile of Curtis Perks
Curtis Perks, CIM®
Portfolio Manager

Curtis’ aspiration to help others defines both his career choice of wealth management as well as his volunteer pursuits as a lacrosse ...

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View profile of Jamie Lloyd
Jamie Lloyd, CIM®, MFA-P™
Portfolio Manager

Ask a client, colleague or friend to describe Jamie Lloyd and you’ll hear a common refrain: Empathetic, genuine and deeply committed to ...

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View profile of Katia Ivanova
Katia Ivanova, CFA®
Portfolio Manager

Born and raised in Sofia, Bulgaria, Katia moved to Canada, shortly after the fall of the Berlin Wall, to pursue her university ...

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View profile of Richard Colton
Richard Colton, CFA®, CIM®
Portfolio Manager

While Richard Colton spent plenty of time at his family’s auto repair business as a kid, he never mastered the finer points of auto ...

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View profile of Jason J. Trueman
Jason J. Trueman, CFA®

When Jason Trueman began his career as an insurance underwriter with Chubb Insurance, he saw firsthand why companies with unique and ...

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View profile of Michael Southern
Michael Southern, CFA®
Portfolio Manager

During the 2008 financial crisis, Michael learnt that a close family member had panicked and sold her entire portfolio close to the ...

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View profile of Matt Reynolds
Matt Reynolds, CFA®, MFA-P™
Managing Director, Western Canada & Referral Network

If there is one element of Newport’s philosophy that resonates with Matt, it is that exceptional performance is the by-product of ...

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View profile of Amélie Beauregard
Amélie Beauregard, MBA, CIM®
Portfolio Manager

As a Portfolio Manager, Amélie connects her professional skill set with her personal story to be a true and trusted partner to clients. ...

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