Edison Byzyka
Chief Investment Officer bij CX Institutional LLC
Profiel
Edison Byzyka is currently the Chief Investment Officer at CX Institutional LLC since 2018.
Prior to this, he held the same position at Hefty Wealth Partners, Inc. from 2013 to 2018 and at CXI Advisors LLC from 2019 to 2020.
Mr. Byzyka completed his undergraduate degree from Indiana University in 2011.
Actieve functies van Edison Byzyka
| Bedrijven | Functie | Begin |
|---|---|---|
CX Institutional LLC
 CX Institutional LLC Investment ManagersFinance CX Institutional LLC is an independent, SEC-registered investment advisor headquartered in Auburn, Indiana. The firm was formed in 2018 through the combination of two existing SEC-Registered Investment Advisers: Hefty Wealth Partners, Inc. (HWP) and Oak Point Wealth Management LLC, both of which are founded in 2010. CX Institutional succeeded to the registration of HWP. The firm offers investment portfolios on a discretionary and non-discretionary wrap-fee basis to individuals, high net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and business entities. | Chief Investment Officer | 01-03-2018 |
Eerdere bekende functies van Edison Byzyka
| Bedrijven | Functie | Einde |
|---|---|---|
CXI Advisors LLC
 CXI Advisors LLC Investment ManagersFinance CXI Advisors LLC is a registered investment advisor headquartered in Auburn, Indiana. The firm was founded in 2019 and is owned by CX Institutional LLC. CXI Advisors offers investment advisory services to individual and institutional clients. | Chief Investment Officer | 01-09-2020 |
Hefty Wealth Partners, Inc.
 Hefty Wealth Partners, Inc. Investment ManagersFinance Hefty Wealth Partners, Inc. provides investment advice. The private company is based in Auburn, IN and has subsidiaries in the United States. The company was founded in 2000 by David Wayne Hefty, who has been the CEO since 2000. | Directeur van Onderzoek - Eigen Vermogen | 01-03-2018 |
Opleiding van Edison Byzyka
| Indiana University | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Hefty Wealth Partners, Inc.
Hefty Wealth Partners, Inc. Investment ManagersFinance Hefty Wealth Partners, Inc. provides investment advice. The private company is based in Auburn, IN and has subsidiaries in the United States. The company was founded in 2000 by David Wayne Hefty, who has been the CEO since 2000. | Finance |
CX Institutional LLC
CX Institutional LLC Investment ManagersFinance CX Institutional LLC is an independent, SEC-registered investment advisor headquartered in Auburn, Indiana. The firm was formed in 2018 through the combination of two existing SEC-Registered Investment Advisers: Hefty Wealth Partners, Inc. (HWP) and Oak Point Wealth Management LLC, both of which are founded in 2010. CX Institutional succeeded to the registration of HWP. The firm offers investment portfolios on a discretionary and non-discretionary wrap-fee basis to individuals, high net-worth individuals, charitable organizations, trusts, estates, pension and profit-sharing plans, and business entities. | Finance |
CXI Advisors LLC
CXI Advisors LLC Investment ManagersFinance CXI Advisors LLC is a registered investment advisor headquartered in Auburn, Indiana. The firm was founded in 2019 and is owned by CX Institutional LLC. CXI Advisors offers investment advisory services to individual and institutional clients. | Finance |