Steve Hafner
Membre du Comité d'Investissement chez Newport Private Wealth, Inc.
Profil
Mr. Stephen R.
Hafner, CFA, is Managing Director & Portfolio Manager at Newport Private Wealth, Inc., Chairman at swoodoo AG and a Managing Director at Newport Securities, Inc. Since 2003, he has been a senior member of Newport’s Investment Committee and the management team.
From 1996 to 2003, he was a Vice President at TAL Private Management Ltd.
(now CIBC Asset Management), where he worked for some of the wealthiest families in the country.
Mr. Hafner received his BA in Management and Economics degree from the University of Guelph.
He is a CFA Charterholder.
Postes actifs de Steve Hafner
| Sociétés | Poste | Début |
|---|---|---|
Newport Private Wealth, Inc.
 Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (Newport) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was co-founded by Douglas C. Brown, Mark A. Kinney and David T. Lloyd in 2001. They are a subsidiary of NFP Canada Corp. Newport provides investment and wealth management services to high-net-worth individuals and families across the country. | Membre du Comité d'Investissement | 01/11/2003 |
Newport Securities, Inc.
 Newport Securities, Inc. Investment Banks/BrokersFinance Newport Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Newport Private Wealth, Inc. The firm was co-founded by Douglas Brown and David Lloyd. Newport Securities provides a full spectrum of brokerage services to corporate and institutional clients. | Corporate Officer/Principal | - |
Anciens postes connus de Steve Hafner
| Sociétés | Poste | Fin |
|---|---|---|
| CIBC Private Investment Counsel, Inc. | Corporate Officer/Principal | - |
Connor Clark & Co. Ltd.
 Connor Clark & Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Royal Bank of Canada, Connor Clark & Co. Ltd. is a Canadian management consulting company. The company is based in Toronto, Canada. The company was founded by Gerald Raymond Connor. | Corporate Officer/Principal | - |
Barclays Bank of Canada
 Barclays Bank of Canada Major BanksFinance Barclays Bank of Canada is based in Vancouver, Canada. Part of HSBC Holdings Plc, Barclays Bank of Canada is a Canadian company that provides banking services. Barclays Bank of Canada was acquired by HSBC Holdings Plc on June 01, 1996. | Corporate Officer/Principal | - |
Formation de Steve Hafner
| University of Guelph | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Connor Clark & Co. Ltd.
Connor Clark & Co. Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Royal Bank of Canada, Connor Clark & Co. Ltd. is a Canadian management consulting company. The company is based in Toronto, Canada. The company was founded by Gerald Raymond Connor. | Commercial Services |
Newport Private Wealth, Inc.
Newport Private Wealth, Inc. Investment ManagersFinance Newport Private Wealth, Inc. (Newport) is a Canadian mutual fund management firm headquartered in Toronto, Ontario. The firm was co-founded by Douglas C. Brown, Mark A. Kinney and David T. Lloyd in 2001. They are a subsidiary of NFP Canada Corp. Newport provides investment and wealth management services to high-net-worth individuals and families across the country. | Finance |
Barclays Bank of Canada
Barclays Bank of Canada Major BanksFinance Barclays Bank of Canada is based in Vancouver, Canada. Part of HSBC Holdings Plc, Barclays Bank of Canada is a Canadian company that provides banking services. Barclays Bank of Canada was acquired by HSBC Holdings Plc on June 01, 1996. | Finance |
Newport Securities, Inc.
Newport Securities, Inc. Investment Banks/BrokersFinance Newport Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Newport Private Wealth, Inc. The firm was co-founded by Douglas Brown and David Lloyd. Newport Securities provides a full spectrum of brokerage services to corporate and institutional clients. | Finance |
| CIBC Private Investment Counsel, Inc. | Finance |