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Edison Byzyka
Chief Investment Officer bij CX Institutional LLC
Actieve functies van Edison Byzyka
Bedrijven | Functie | Begin | Einde |
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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 | - |
Loopbaan van Edison Byzyka
Eerdere bekende functies van Edison Byzyka
Bedrijven | Functie | Begin | Einde |
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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 | 01-05-2019 | 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. | Chief Investment Officer | 01-01-2013 | 01-03-2018 |
Directeur van Onderzoek - Eigen Vermogen | 01-01-2013 | 01-03-2018 | |
Portefeuillebeheerder-Aandelen | 01-01-2013 | 01-03-2018 |
Opleiding van Edison Byzyka
Indiana University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Chief Investment Officer | 3 |
Director of Research - Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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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 |
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