David James Upson
Portfolio Manager-Aktien bei GeoVest Advisors, Inc.
Profil
Mr. David J.
Upson, CFA, is a Vice President at GeoVest Advisors, Inc.
Mr. Upson worked as Vice President of Investments at Prudential Securities where he managed $50 million in individual, corporate and non-profit accounts.
He received B.S.
in Finance and Transportation Distribution Management from Syracuse University School of Management.
Aktive Positionen von David James Upson
| Unternehmen | Position | Beginn |
|---|---|---|
GeoVest Advisors, Inc.
 GeoVest Advisors, Inc. Investment ManagersFinance GeoVest Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Fairport, New York. The firm was founded by Robert Reeves in 1987. GeoVest Advisors manages individual portfolios of marketable stocks, bonds, and money market instruments for financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. | Portfolio Manager-Aktien | 01.01.1990 |
Ehemalige bekannte Positionen von David James Upson
| Unternehmen | Position | Ende |
|---|---|---|
| Prudential Securities | Corporate Officer/Principal | 31.12.1989 |
Ausbildung von David James Upson
| Syracuse University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
| Prudential Securities | Finance |
GeoVest Advisors, Inc.
GeoVest Advisors, Inc. Investment ManagersFinance GeoVest Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Fairport, New York. The firm was founded by Robert Reeves in 1987. GeoVest Advisors manages individual portfolios of marketable stocks, bonds, and money market instruments for financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. | Finance |
