![Brian Todd Shupe](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Brian T.
Shupe was previously employed as a Managing Principal by Windsor Wealth Management, Inc.
He received his undergraduate degree from Butler University.
Anciens postes connus de Brian Todd Shupe
| Sociétés | Poste | Fin |
|---|---|---|
Academy Wealth Management, Inc.
 Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth creates a strategy with multiple funds and multiple managers in an effort to reduce clients’ risk and increase their gains. The firm utilizes asset allocation, as well as quantitative and qualitative fund management to build portfolios. When researching individual fund managers, they begin by looking for fund management with a long track record with a consistent investment style that would appropriately fit into the firm’s allocation style. Then past performance is reviewed to evaluate the fund’s performance through different market cycles. | Analyst-Equity | 01/10/2023 |
Formation de Brian Todd Shupe
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Butler University
 Butler University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth creates a strategy with multiple funds and multiple managers in an effort to reduce clients’ risk and increase their gains. The firm utilizes asset allocation, as well as quantitative and qualitative fund management to build portfolios. When researching individual fund managers, they begin by looking for fund management with a long track record with a consistent investment style that would appropriately fit into the firm’s allocation style. Then past performance is reviewed to evaluate the fund’s performance through different market cycles. | Finance |
