As an Associate Portfolio Manager, Curtis is responsible for analyzing portfolios for prospective Lonsdale clients and works alongside portfolio managers to develop investment proposals that better address client needs.

Curtis also sits with Newport Private Wealth's Investment Committee where he brings his research and analytic capabilities to support and enhance the needs of the Committee.

Curtis holds an Honours Bachelor of Arts degree, majoring in Economics with a Finance stream. He is currently enrolled in the Chartered Investment Manager program.

Curtis is an avid athlete, participating in various half-marathons and currently training for a Half Ironman in 2016. He also enjoys golf, squash and snowboarding.

Email: cperks@newportprivatewealth.ca


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