

Caitlin Chapman
Portfolio Manager
Newport Private Wealth
Canada, Ontario, Toronto
About Me
A member of the Newport team since 2012, Caitlin is the proud founder Newport’s NextWave program, which educates the children and grandchildren of current clients on financial literacy. Being a mom of three young children, Caitlin knows the importance of establishing good money management habits early and understanding the responsibility of wealth. Caitlin graduated from the University of Guelph with an Honours Bachelor of Commerce degree, with a speciality in Marketing and Consumer Behaviour. She is also a CFA® charterholder. When not in the office, Caitlin wears her other hat as a wife and mom. From riding bikes to mending scraped knees, Caitlin believes in the importance of balancing her
Profile Information
Portfolio Manager
Newport Private Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Toronto
Ontario
Canada
May 16, 2024
More profiles to browse
AB
Amelie Beauregard
Portfolio Manager
DB
Douglas Brown
President, CEO & Co-Founder

Donald Lenz
Director & Senior Consultant
Andrea Muir
Portfolio Administrator
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)