Profiel
Mr. Donald S.
Cuppy is a Member at Autus Asset Management LLC.
Prior to joining AUTUS, Mr. Cuppy spent nearly 10 years at M&I Wealth Management in Scottsdale, Arizona.
As a Vice President and Senior Portfolio Manager, he managed $300 million in assets for high-net-worth individuals, as well as foundations, endowments, and retirement plans.
Prior to M&I, he worked as a Portfolio Manager and as an Equity Research Analyst at Wells Fargo.
Mr. Cuppy received a Bachelor of Science in Finance from Arizona State University in 1990.
He currently serves on the Finance and Investment Committee for the ASU Alumni Association’s endowment.
Eerdere bekende functies van Don Cuppy
| Bedrijven | Functie | Einde |
|---|---|---|
Autus Asset Management LLC
 Autus Asset Management LLC Investment ManagersFinance Autus Asset Management LLC (Autus) is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Mark Fiedler in 2001 and was acquired by Parallel Advisors LLC in 2023. Autus provides customized portfolio management solutions to individuals, pension and profit-sharing plans, other investment advisers, trusts, estates, charitable organizations, corporations and business entities. | Portefeuillebeheerder-Aandelen | 01-12-2022 |
M&I Investment Management Corp.
 M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Portefeuillebeheerder-Aandelen | 01-11-2006 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | - |
Opleiding van Don Cuppy
| Arizona State University | Undergraduate Degree |
Ervaring
Beklede functies
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
M&I Investment Management Corp.
M&I Investment Management Corp. Investment ManagersFinance Founded in 1973, M&I Investment Management Corp. is a registered investment advisor and mutual fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Marshall & Ilsey Corp. Their ultimate parent in Bank of Montreal. M&I Investment Corp. provides financial planning and portfolio management and is the investment advisor for the M&I family of mutual funds. Their clients include corporations, endowments, foundations, governmental entities, Taft-Hartley plans and high-net-worth individuals. | Finance |
Autus Asset Management LLC
Autus Asset Management LLC Investment ManagersFinance Autus Asset Management LLC (Autus) is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Mark Fiedler in 2001 and was acquired by Parallel Advisors LLC in 2023. Autus provides customized portfolio management solutions to individuals, pension and profit-sharing plans, other investment advisers, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
