Profiel
Mr. Michael P.
Duprey is Vice President-Wealth Management at Bluemont Capital Advisors LLC.
He joined Bluemont Capital Advisors in 2011.
He has 12 years of professional wealth management experience joining the firm from the Private Client Group of Charles Schwab & Co. As a certified financial planner, Michael provides wealth management and financial planning services to individuals, small businesses, trusts and foundations, specializing in income generating strategies and using a highly diversified, global, multi-asset class strategy for growth oriented clients.
Mr. Duprey began his career with Morgan Stanley on an Equity Syndicate Team.
Michael assisted in the wealth management of both personal and institutional relationships, and provided brokerage, institutional money management and lending services to local and national small businesses.
Mr. Duprey holds a B.A.
degree from The University of Iowa and a M.A from Wayne State University.
Michael has served as a board member on several charitable and social organizations in Alexandria.
Eerdere bekende functies van Michael P. Duprey
Bedrijven | Functie | Einde |
---|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 28-02-2011 |
MORGAN STANLEY | Corporate Officer/Principal | 31-08-2001 |
Bluemont Capital Advisors LLC
Bluemont Capital Advisors LLC Investment ManagersFinance Founded in 2008, Bluemont Capital Advisors LLC is a registered investment advisor located in Vienna, Virginia. The firm provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, as well as the solicitation of investment advisory services. | Corporate Officer/Principal | - |
Opleiding van Michael P. Duprey
University of Iowa | Undergraduate Degree |
Wayne State University (Michigan) | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
---|---|
MORGAN STANLEY | Finance |
Bedrijven in privébezit | 2 |
---|---|
Bluemont Capital Advisors LLC
Bluemont Capital Advisors LLC Investment ManagersFinance Founded in 2008, Bluemont Capital Advisors LLC is a registered investment advisor located in Vienna, Virginia. The firm provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, as well as the solicitation of investment advisory services. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |