Trevor Ray Rupe
Directeur en chef des Investissements chez Parkway Advisors LP
Profil
Mr. Trevor R.
Rupe, CFA, is a Chief Investment Officer at Parkway Advisors LP.
Mr. Rupe is a co-manager on all accounts and specifically trained in addressing the various risks that insurers face with their invested assets including proper diversification, asset liability management, and the effects of securities transactions on statutory financials.
He is proficient at assessing risk within a portfolio while focusing on book yield.
He enjoys researching investments and how they fit in each individual client’s portfolios.
As with all of Parkway’s employees, continual education of the ever-changing regulatory environment and financial markets is a top priority for Mr. Rupe.
Before coming to work for Parkway, he worked for a large private investment firm and brings an extensive knowledge base of the industry that further enriches the value of service Parkway brings to its clients.
Mr. Rupe graduated with a Bachelor of Business Administration from Hardin Simmons University and holds the CFA (Chartered Financial Analyst) designation.
Mr. Rupe is also a Registered Investment Advisory Representative.
Postes actifs de Trevor Ray Rupe
| Sociétés | Poste | Début |
|---|---|---|
Parkway Advisors LP
 Parkway Advisors LP Investment ManagersFinance Parkway Advisors LP (Parkway) is a SEC-registered investment adviser headquartered in Abilene, Texas. The firm was founded in 2001 and is a direct subsidiary of Parkway Advisors Holdings, Inc., which is owned by Directors Investment Group, Inc. Parkway manages the assets of insurance companies as well as investment companies, pension plans, trusts, individuals, business entities and other institutions. | Directeur en chef des Investissements | 01/01/2023 |
Formation de Trevor Ray Rupe
| Hardin-Simmons University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Parkway Advisors LP
Parkway Advisors LP Investment ManagersFinance Parkway Advisors LP (Parkway) is a SEC-registered investment adviser headquartered in Abilene, Texas. The firm was founded in 2001 and is a direct subsidiary of Parkway Advisors Holdings, Inc., which is owned by Directors Investment Group, Inc. Parkway manages the assets of insurance companies as well as investment companies, pension plans, trusts, individuals, business entities and other institutions. | Finance |
