Caitlin Chapman is an associate at Newport Private Wealth, joining the team in 2012. Caitlin’s focus is on helping women and also a younger demographic, including adult children of wealthy families, with investment and wealth management services. She also participates in Newport Private Wealth’s Investment Committee, which determines the asset mix and investment strategy for the firm’s clients.
Prior to joining Newport Private Wealth, Caitlin’s interests in helping women led her to conduct her own research to better understand their unique financial issues and concerns. She interviewed dozens of wealthy women who shared their stories and past financial experiences.
Caitlin graduated with Honours Bachelor of Commerce degree from the University of Guelph, specializing in Marketing Management and Consumer Studies. She is currently enrolled in the Chartered Financial Analyst program as a Level III candidate.