David Cole

Investment Committee Member at

Newport Private Wealth, Inc.

Finance

Consumer Services

Profile

Mr. John D.
Cole, CFA, is Managing Director & Portfolio Manager at Newport Private Wealth, Inc. and a Managing Director at Newport Securities, Inc. He got his start in 1992 at McGee Capital Management (acquired by Newport Private Wealth in 2003) where he became a portfolio manager and principal, helping to grow that firm from $25 million to $400 million of assets under management.
Mr. Cole received BA in Economics from Wilfrid Laurier University.

David Cole active positions

Companies	Position	Start
Newport Private Wealth, Inc. Newport Private Wealth, Inc. Investment ManagersFinance Newport aims to protect and grow capital in a more stable fashion than retail investment portfolios. The firm constructs diversified portfolios that balance the risks and opportunities of clients' other assets, such as business interests, real estate holdings and other assets (such as art or collectibles). They manage a balanced portfolio that invests domestic equities, foreign equities, fixed-income, absolute return strategies, special situations, real assets, private equity and cash.	Investment Committee Member	01/01/2003
Newport Securities, Inc. Newport Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

All active positions of David Cole

Former positions of David Cole

Companies	Position	End
Hazelview Securities, Inc. Hazelview Securities, Inc. Investment ManagersFinance HSI’s investment strategy is designed to provide investors with exposure to high quality, institutional-grade real estate located in high barrier-to-entry markets. The strategy will focus on capitalizing on pricing inefficiencies in the global real estate securities market relative to that of the direct real estate or broader equity markets.	Corporate Officer/Principal	-

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Linked companies

Private companies	4
Newport Private Wealth, Inc. Newport Private Wealth, Inc. Investment ManagersFinance Newport aims to protect and grow capital in a more stable fashion than retail investment portfolios. The firm constructs diversified portfolios that balance the risks and opportunities of clients' other assets, such as business interests, real estate holdings and other assets (such as art or collectibles). They manage a balanced portfolio that invests domestic equities, foreign equities, fixed-income, absolute return strategies, special situations, real assets, private equity and cash.	Finance
Wilfrid Laurier University Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Newport Securities, Inc. Newport Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Hazelview Securities, Inc. Hazelview Securities, Inc. Investment ManagersFinance HSI’s investment strategy is designed to provide investors with exposure to high quality, institutional-grade real estate located in high barrier-to-entry markets. The strategy will focus on capitalizing on pricing inefficiencies in the global real estate securities market relative to that of the direct real estate or broader equity markets.	Finance

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