Meet the Team

Chair, Governance
Douglas C. Brown, LL.B
Co-Founder, President & CEO

Doug Brown’s path to co-founding Newport Private Wealth was born out of a career in wealth management — in some of the industry’s ...

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Chair
Mark A. Kinney, MBA, CFA
Co-Founder & Chief Investment Officer

Investing his summer earnings in two stocks (Laidlaw and Franco Nevada) while in graduate school and watching them grow enough to buy ...

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David T. Lloyd, CPA, CA
Co-Founder & Chief Wealth Management Officer

Given the risks of starting a new business, entrepreneurship may seem an unlikely path for a risk-managing accountant, but David Lloyd ...

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Kelly A. Baird, CPA, CA
Chief Financial & Operating Officer

With a Bachelor of Commerce degree from Queen’s University leading to her first job with Touche Ross (now Deloitte), Kelly was ...

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Vice Chair
J. David Cole, CFA
Managing Director & Portfolio Manager

Still a teenager when he bought his first stock, David Cole has been an avid student of finance ever since. At university, he and a ...

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Stephen R. Hafner, CFA
Managing Director & Portfolio Manager

Steve’s passion for income-producing investments developed early in his career. Having spent seven years as a commercial banker with ...

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Novlette Simpson, FCA
Chief Compliance Officer

Novlette entered the world of finance as an employee of the Bank of Nova Scotia while attending university. Her heart was set on being ...

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Aubrey W. Baillie
Chairman

Aubrey began his investment career with Harris and Partners in 1971, after earning an HBA from the Ivey Business School and becoming a ...

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Donald L. Lenz
Director

If there is one thing that defines Don Lenz’s extraordinary forty-five year investment career it is his ability to build relationships. ...

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Robert W. Clark, CFP, CLU
President, Newport Insurance

Bob has spent more than 35 years in the insurance industry helping entrepreneurs design and fund estate and business succession plans. ...

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Peter Churchill-Smith, MBA
Managing Director & Portfolio Manager

Peter Churchill-Smith is one of those rare individuals with the relationship-building skills of an extrovert and the analytical nature ...

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Michael Vanderburgh, MBA, CFA, CFP
Managing Director & Portfolio Manager

At the age of 13, inspired by a visit to the trading floor of the Toronto Stock Exchange with his financial executive grandfather, Mike ...

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Andrew G. Thomson, MBA, CFA
Managing Director & Portfolio Manager

Whether he is analyzing investments for his clients or mapping out his career path, Andrew is always thorough in his considerations. ...

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Kevin A. Dean, CFA, CIWM
Portfolio Manager

Kevin was given his first taste of market volatility when he graduated from university at the peak of the financial crisis in 2008. ...

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Shauna George, CFA, CFP
Portfolio Manager

Warren Buffet once said, “if you cannot control your emotions, you cannot control your money.”   Someone who knows about both subjects ...

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Jordan Schwann, CFA
Portfolio Manager

A Calgary native, Jordan began his career as a corporate analyst in the energy sector before moving to PwC’s consulting practice in ...

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Jansen Shrubb, MBA, CIM®
Portfolio Manager

As a quarterback for the Queen’s Golden Gaels and the Toronto Varsity Blues during his university years, Jansen learned the value of ...

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Caitlin A. Chapman, CFA
Portfolio Manager

Caitlin Chapman joined Newport Private Wealth in 2012 with a focus on helping women and also a younger demographic, including adult ...

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Kyle A. Smith, MBA, CFA
Portfolio Manager

Originally from Orillia, Ontario, Kyle’s interest in the financial markets started at a young age. “My dad would read the business ...

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Matt Reynolds, CFA
EVP, Referral Network

In 2002, Matt left a mergers & acquisitions boutique in Boston to join Newport Private Wealth. He was attracted by the mentorship ...

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Jamie Lloyd, CIM®
Associate Portfolio Manager

Jamie began his career at Xerox and was fast-tracked to management, becoming one of the youngest Team Leads at the company. In 2012, he ...

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William Brereton, BBM, MBA
Relationship Development

William Brereton is always on the move. Whether meeting with prospective clients at their homes, cottages or offices, he is a master ...

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Curtis Perks, CIM®
Associate Portfolio Manager

Curtis’ aspiration to help others defines both his career choice of wealth management as well as his volunteer pursuits as a lacrosse ...

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Matthew Anderson
Associate

As the son of an accountant and entrepreneur, Matt was exposed to the world of business and finance at an early age (whether he liked ...

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Michael Southern, CFA
Associate Portfolio Manager

The initial spark that led Michael to seek a career in portfolio management occurred in 2009 when he learnt that a family member – in a ...

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Kelly Willis, MBA, CMC
VP, Marketing & Client Relationships

For as long as she can remember, Kelly has been fascinated with people and money, which explains her choice of a career that combines ...

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Amélie Beauregard, CIM®
Associate

Since receiving her first paycheque at the age of 14, Amelie was introduced to the world of personal finance by her father. He taught ...

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