Brian Todd Shupe

Analyst-Equity bei Academy Wealth Management, Inc.

55 Jahre

Finance

Consumer Services

Aktive Positionen von Brian Todd Shupe

Unternehmen	Position	Beginn	Ende
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	-
	Mitglied des Investmentausschusses	01.09.1997	-
	Portfolio Manager-Aktien	01.06.1992	-

Butler University

Undergraduate Degree

International

Vereinigte Staaten

Operativ

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

Sektoral

Finance	2
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	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

Private Unternehmen

Finance