Edison Byzyka
Directeur en chef des Investissements chez CX Institutional LLC
Postes actifs de Edison Byzyka
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Directeur en chef des Investissements | 01/03/2018 | - |
Historique de carrière de Edison Byzyka
Anciens postes connus de Edison Byzyka
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Directeur en chef des Investissements | 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. | Directeur en chef des Investissements | 01/01/2013 | 01/03/2018 |
| Directeur de la Recherche - Actions | 01/01/2013 | 01/03/2018 | |
| Gestionnaire de Portefeuille-Actions | 01/01/2013 | 01/03/2018 |
Formation de Edison Byzyka
| Indiana University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Chief Investment Officer | 3 |
| Director of Research - Equity | 1 |
| Portfolio Manager-Equities | 1 |
Sectorielle
| Finance | 4 |
| Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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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