Brian Todd Shupe

Analyst-Equity chez Academy Wealth Management, Inc.

55 ans

Finance

Consumer Services

Postes actifs de Brian Todd Shupe

Sociétés	Poste	Début	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	-
	Membre du Comité d'Investissement	01/09/1997	-
	Gestionnaire de Portefeuille-Actions	01/06/1992	-

Butler University

Undergraduate Degree

Internationale

Etats-Unis

Opérationnelle

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

Sectorielle

Finance	2
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	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

Entreprise privées

Finance