Brian Todd Shupe
Analyst-Equity bij Academy Wealth Management, Inc.
Profiel
Mr. Brian T.
Shupe, CFA, is a Division Head at Windsor Wealth Management, Inc. He has over 30 Years of Service experience.
He is also a division head and responsible for overseeing all investment research and serves on Windsor Wealth Management’s Investment Selection Committee, in addition to supervising, tracking, and reporting of clients’ investments.
He also serves as a liaison between Windsor Wealth Management’s clients and professional money managers, Charles Schwab, Fidelity, and mutual fund institutions.
In 2000, he was one of nine investment advisors who served on the Client Council at Vanguard Funds.
The Council was a policy setting board that assisted Vanguard in determining products, policies and services it offered to investment advisors and their clients.
He is a cum laude graduate with a Bachelor’s degree in finance from Butler University.
A Chartered Financial Analyst, he is a member of the CFA Institute, The Institute of Chartered Financial Analysts , and the CFA Society of Indianapolis.
Actieve functies van Brian Todd Shupe
| Bedrijven | Functie | Begin |
|---|---|---|
Academy Wealth Management, Inc.
 Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | Analyst-Equity | 01-06-1992 |
Opleiding van Brian Todd Shupe
| Butler University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | Finance |
