David Newman, CPA, CFA

Questioner
DISC Type : c

Vice President and Portfolio Manager, Wealth Advisory & Client Service at PortfolioHiWay

Mississauga, Ontario, Canada

Overview

David Newman is a strategic investment management executive serving as Vice President and Portfolio Manager at PortfolioHiWay. He leverages his extensive background as a top-ranked equity research analyst and institutional salesperson to build key partnerships. David holds both the CFA and CPA designations and advises the Rotman Student Investment Fund.

He is an advisor to the Rotman Student Investment Fund for multiple academic years, mentoring the next generation of investment professionals.

Personality Overview

Not Easily Convinced

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Investment Strategy
As a career portfolio manager and former top-ranked analyst, he provides market outlooks on inflation, interest rates, and identifying companies with strong pricing power.
Wealth Management Tech
His firm, PortfolioHiWay, is a wealth management technology platform created to seamlessly connect investors, advisors, and third-party managers.
Mentoring Talent
He serves as a multi-year advisor to the Rotman Student Investment Fund (RSIF), guiding students in investment management.

Media Appearances

David has no verified media appearances

Work History

12-2024
Vice President and Portfolio Manager, Wealth Advisory & Client Service at PortfolioHiWay
9-2023 - 10-2024
Regional Head, Central Canada at Letko Brosseau
3-2022 - 8-2023
Managing Director, Institutional Equity Sales at Desjardins
9-2017 - 3-2022
Managing Director, Equity Research, Diversified Industries Analyst at Desjardins
2-2015 - 1-2017
Portfolio Manager and Head of Research at The Murray Wealth Group

Education

CPA from CPA Ontario
CFA from CFA Institute

More Information

Social Presence :

Prographics :

Exp : N/A Location : Mississauga, Ontario, Canada Job Level : N/A Designation : Vice President and Portfolio Manager, Wealth Advisory & Client Service at PortfolioHiWay
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from David

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can David take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And David

Personality Compatibility


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