Newport Private Wealth
Derek Whiston, CFA, is an Associate Portfolio Manager at Newport Private Wealth since March 2021, following a role as an Associate at Pangaea Asset Management from June 2018 to March 2020. Prior to this, Derek served as a Performance Analyst at EVIV Group from January 2018 to June 2018 and as a Research Consultant & Project Manager at Fund it in early 2016. Educational qualifications include a Master's Degree in Business & Management from Trinity College Dublin, a Diploma in Data Analytics from BrainStation, a Professional Diploma in International Trade Finance from the University of Toronto, and a Bachelor's Degree in Sociology & Social Policy from Trinity College Dublin.
Newport Private Wealth
Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast. Having money means more choices and more decisions. Investment decisions are only part of what’s needed to preserve and enhance wealth. It’s also about taking a wide angle view – on all issues that impact your net worth and your well being. And it’s about knowing you’re getting the best advice, from financial advisors you trust to work in your best interests. Since 2001 Newport Private Wealth has helped hundreds of high-net-worth Canadian families protect and enhance wealth through professional investment management and wealth management. Its services are delivered through a team of multi-disciplined professionals who have expertise in discretionary investment management, financial planning, insurance and estate planning and corporate finance. Newport Private Wealth’s investment platform is unique for its exceptional diversification in 14 asset categories and access to independent specialized expertise. Independent money managers are retained for specific asset classes. These factors provide stability and generate returns that are less dependent on the stock market. Newport Private Wealth manages $5.4 billion of assets on behalf of several hundred client families with diverse wealth interests.