Brian Todd Shupe

Analyst-Equity en Academy Wealth Management, Inc. .

55 años

Finance

Consumer Services

Cargos activos de Brian Todd Shupe

Empresas	Cargo	Inicio	Fin
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	-
	Miembro del Comité de Inversión	01/09/1997	-
	Gestor de Cartera-Acciones	01/06/1992	-

Butler University

Undergraduate Degree

Internacional

Estados Unidos

Operativa

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

Sectorial

Finance	2
Consumer Services	2

Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Empresas privadas	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

Empresas privadas

Finance