Dan Cupkovic
Director de Inversiones en ARGI Financial Group LLC .
Cargos activos de Dan Cupkovic
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
ARGI Financial Group LLC
ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Director de Inversiones | 01/01/2008 | - |
Assumption Greek Orthodox Church | Corporate Officer/Principal | - | - |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Miembro del Comité de Inversión | - | - |
Gestor de Cartera-Acciones | - | - |
Historial de carrera de Dan Cupkovic
Antiguos cargos conocidos de Dan Cupkovic.
Empresas | Cargo | Inicio | Fin |
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ARGI Investment Services LLC
ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Analyst-Equity | 01/01/2010 | - |
Analista-Renta Fija | 01/01/2010 | - | |
Trading-Equity | 01/01/2010 | - | |
Miembro del Comité de Inversión | 01/01/2010 | - | |
Director of Investments | 01/01/2010 | - | |
Gestor de Cartera-Acciones | 01/01/2010 | - |
Formación de Dan Cupkovic.
The Ohio State University | Undergraduate Degree |
Pedago LLC | Masters Business Admin |
Estadísticas
Internacional
Estados Unidos | 7 |
Operativa
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Sectorial
Finance | 4 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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ARGI Investment Services LLC
ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Finance |
ARGI Financial Group LLC
ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Finance |
Assumption Greek Orthodox Church | |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
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