David Newman, CPA, CFA in

David Newman, CPA, CFA

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Vice President and Portfolio Manager, Wealth Advisory & Client Service at PortfolioHiWay
📍 Mississauga, Ontario, Canada

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.

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Current Role
Vice President and Portfolio Manager, Wealth Advisory & Client Service
Location
Mississauga, Ontario, Canada
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares 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.
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Career

Work history

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

Media appearances

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Education
CPA
CPA Ontario
CFA
CFA Institute
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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