Brian Todd Shupe

Mr. Brian T.
Shupe, CFA, is a Division Head at Windsor Wealth Management, Inc. He has over 30 Years of Service experience.
He is also a division head and responsible for overseeing all investment research and serves on Windsor Wealth Management’s Investment Selection Committee, in addition to supervising, tracking, and reporting of clients’ investments.
He also serves as a liaison between Windsor Wealth Management’s clients and professional money managers, Charles Schwab, Fidelity, and mutual fund institutions.
In 2000, he was one of nine investment advisors who served on the Client Council at Vanguard Funds.
The Council was a policy setting board that assisted Vanguard in determining products, policies and services it offered to investment advisors and their clients.
He is a cum laude graduate with a Bachelor’s degree in finance from Butler University.
A Chartered Financial Analyst, he is a member of the CFA Institute, The Institute of Chartered Financial Analysts , and the CFA Society of Indianapolis.