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 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 Jordan Schwann
Jordan Schwann, CFA®
Managing Director & 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 Kyle A. Smith
Kyle A. Smith, MBA, CFA®
Managing Director & Portfolio Manager

Kyle’s interest in the financial markets started at the breakfast table. “My dad would read the business section every morning and I ...

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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 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 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 Jordan Youl
Jordan Youl, CIM®, CMT®, FCSI®
Portfolio Manager

Jordan’s path to investment management began with a chance encounter. While working in travel & tourism marketing, Jordan ran into ...

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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 Amélie Beauregard
Amélie Beauregard, MBA, CIM®
Portfolio Manager

At a young, impressionable age, Amélie remembers her dad reviewing company financial statements with her and explaining why he was ...

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View profile of Erika Friesen
Erika Friesen, MBA, CFP®, CIM®
Associate Portfolio Manager

Although Erika grew up in the investment industry through her family’s business, her path to a successful career in finance did not ...

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View profile of Mark Aloysius
Mark Aloysius, CFA®, CFP®
Associate Portfolio Manager

Mark recalls money being a constant topic of conversation around the dinner table when he and his parents first arrived to Canada as ...

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View profile of Aidan Peacock
Aidan Peacock, CFA®
Associate Portfolio Manager

Like many Newport employees, Aidan Peacock grew up playing every sport under the sun, with a special love for baseball. The lessons he ...

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View profile of Scott Campbell
Scott Campbell, CFA®
Associate Portfolio Manager

Hockey was Scott’s passion growing up, yet he admits that the sport didn’t come easy. “I was never the fastest or the most skilled, so ...

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View profile of Owen Clarke
Owen Clarke, BMOS
Vice President, Business Development

Long before Owen Clarke was old enough to open his own investment account, he was fascinated with the world of finance. Exposed to ...

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