Dan Cupkovic
Directeur en chef des Investissements chez ARGI Financial Group LLC
Profil
Mr. Daniel A.
Cupkovic, CFA, MBA, is a Partner at Cerity Partners LLC.
He is a voting member of the Cerity Partners’ Investment Committee and Equity Leadership team that oversees all individual stock strategies for the firm.
His day-to-day responsibilities include high net worth client relationship management, portfolio management, and general supervision of the Louisville Investment Team.
He has worked as the firms point person in this relationship.
In addition to his investment role, he works as a Lead Advisor for institutional accounts and high net worth clientele.
Prior to joining Cerity Partners, he was previously employed as a Director of Investments with ARGI Financial Group.
Before ARGI, he worked as a Financial Representative at Northwestern Mutual and as a Financial Associate for Cupkovic Architecture, his father’s family business.
He received his undergraduate degree from The Ohio State University and an Executive MBA from Quantic School of Business and Technology.
Postes actifs de Dan Cupkovic
| Sociétés | Poste | Début |
|---|---|---|
ARGI Financial Group LLC
 ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Directeur en chef des Investissements | 01/01/2008 |
| Assumption Greek Orthodox Church | Corporate Officer/Principal | - |
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Membre du Comité d'Investissement | - |
Anciens postes connus de Dan Cupkovic
| Sociétés | Poste | Fin |
|---|---|---|
ARGI Investment Services LLC
 ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Director of Investments | - |
Formation de Dan Cupkovic
| The Ohio State University | Undergraduate Degree |
| Pedago LLC | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
ARGI Investment Services LLC
ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Finance |
ARGI Financial Group LLC
ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Finance |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
| Assumption Greek Orthodox Church |
