Derek Whiston CFA®
Derek had a fortuitous start to the financial world with a university project on alternative payment methods, leading to investments in securities that would become household names. More important than any profits gleaned were the investing lessons learned and the interest that sparked a career.
A Dublin native, Derek has been in Canada since 2016 and now happily calls Toronto home. Derek completed his Undergraduate and Masters in Trinity College Dublin, where he balanced a rugby scholarship, a job and a rigorous academic program. He has a diploma in Large Data Analytics and Financial Modelling, and a graduate diploma in International Trade and Supply Trade Financing. He is a CFA® charterholder.
Experience in performance analytics and a global equity fund first allowed Derek to use his relationship-building and analytical skills. He quickly saw that not all wealth management practices are created equal, often not taking a long-term view from the client’s perspective. That led him to Newport Private Wealth. “I was really attracted by Newport’s holistic view of clients and wealth,” says Derek. “That, plus the intellectual firepower of the team was an irresistible combination.” Derek works closely with David Cole, one of Newport’s Managing Directors and Portfolio Managers. This role involves assisting in all aspects of portfolio management including the analysis and formation of portfolios, the development of comprehensive wealth management plans and the preparation of long-term financial projections.
A keen traveller, Derek’s preference is more adventure than sun holiday. His last trip was hiking in Uganda and Rwanda, although after a recent outdoor bus layover where he was told to “watch out for the hyenas,” he has been reconsidering his neglect of all-inclusives.