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Brian Todd Shupe
Analyst-Equity bij Academy Wealth Management, Inc.
Actieve functies van Brian Todd Shupe
Bedrijven | Functie | Begin | Einde |
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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 | - |
Lid van de Investeringscommissie | 01-09-1997 | - | |
Portefeuillebeheerder-Aandelen | 01-06-1992 | - |
Loopbaan van Brian Todd Shupe
Opleiding van Brian Todd Shupe
Butler University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 3 |
Operationeel
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectoraal
Consumer Services | 2 |
Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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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 |
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