Brian Todd Shupe

Analyst-Equity bij Academy Wealth Management, Inc.

55 jaar

Finance

Consumer Services

Actieve functies van Brian Todd Shupe

Bedrijven	Functie	Begin	Einde
Academy Wealth Management, Inc. Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates.	Analyst-Equity	01-06-1992	-
	Lid van de Investeringscommissie	01-09-1997	-
	Portefeuillebeheerder-Aandelen	01-06-1992	-

Butler University

Undergraduate Degree

Internationaal

Verenigde Staten

Operationeel

Analyst-Equity	1
Investment Committee Member	1
Portfolio Manager-Equities	1

Sectoraal

Finance	2
Consumer Services	2

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Bedrijven in privébezit	1
Academy Wealth Management, Inc. Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates.	Finance

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Finance