David James Upson
Gestionnaire de Portefeuille-Actions chez GeoVest Advisors, Inc.
Profil
Mr. David J.
Upson, CFA, is a Vice President at GeoVest Advisors, Inc.
Mr. Upson worked as Vice President of Investments at Prudential Securities where he managed $50 million in individual, corporate and non-profit accounts.
He received B.S.
in Finance and Transportation Distribution Management from Syracuse University School of Management.
Postes actifs de David James Upson
| Sociétés | Poste | Début |
|---|---|---|
GeoVest Advisors, Inc.
 GeoVest Advisors, Inc. Investment ManagersFinance GeoVest Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Fairport, New York. The firm was founded by Robert Reeves in 1987. GeoVest Advisors manages individual portfolios of marketable stocks, bonds, and money market instruments for financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. | Gestionnaire de Portefeuille-Actions | 01/01/1990 |
Anciens postes connus de David James Upson
| Sociétés | Poste | Fin |
|---|---|---|
| Prudential Securities | Corporate Officer/Principal | 31/12/1989 |
Formation de David James Upson
| Syracuse University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
| Prudential Securities | Finance |
GeoVest Advisors, Inc.
GeoVest Advisors, Inc. Investment ManagersFinance GeoVest Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Fairport, New York. The firm was founded by Robert Reeves in 1987. GeoVest Advisors manages individual portfolios of marketable stocks, bonds, and money market instruments for financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. | Finance |
