Profil
Xavier Jose Urpi is the founder of Cypress Asset Management, Inc. (Virginia) which was founded in 1995.
He held the title of President & CIO during that time.
Mr. Urpi also held the position of Director of Fixed Income at Cutler Investment Counsel LLC from 2012 to 2018.
Prior to that, he was the Director-Fixed Income at Smith Barney Asset Management from 1989 to 1995.
Mr. Urpi received his undergraduate and graduate degrees from New York University.
Anciens postes connus de Xavier Jose Urpi
| Sociétés | Poste | Fin |
|---|---|---|
Cutler Investment Counsel LLC
 Cutler Investment Counsel LLC Investment ManagersFinance Cutler Investment Counsel LLC (Cutler) is an independent, SEC-registered investment advisor headquartered in Jacksonville, Oregon. Founded in 2003, Cutler provides investment management services to individuals (which includes high-net-worth individuals), corporate pension and profit-sharing plans (including 401k plans), corporations, charitable institutions, foundations, endowments, registered affiliated mutual funds, trusts, and government entities. | Head-Fixed Income Invts | 18/01/2018 |
Cypress Asset Management, Inc. (Virginia)
 Cypress Asset Management, Inc. (Virginia) Investment ManagersFinance Founded in 1995, Cypress Asset Management, Inc. is a registered investment advisor located in Charlottesville, Virginia. The firm provides customized portfolios to grow and protect the assets of many institutions and clients throughout the US | Fondateur | 28/02/2012 |
| Smith Barney Asset Management | Corporate Officer/Principal | 01/01/1995 |
Formation de Xavier Jose Urpi
| New York University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Cutler Investment Counsel LLC
Cutler Investment Counsel LLC Investment ManagersFinance Cutler Investment Counsel LLC (Cutler) is an independent, SEC-registered investment advisor headquartered in Jacksonville, Oregon. Founded in 2003, Cutler provides investment management services to individuals (which includes high-net-worth individuals), corporate pension and profit-sharing plans (including 401k plans), corporations, charitable institutions, foundations, endowments, registered affiliated mutual funds, trusts, and government entities. | Finance |
| Smith Barney Asset Management | Finance |
Cypress Asset Management, Inc. (Virginia)
Cypress Asset Management, Inc. (Virginia) Investment ManagersFinance Founded in 1995, Cypress Asset Management, Inc. is a registered investment advisor located in Charlottesville, Virginia. The firm provides customized portfolios to grow and protect the assets of many institutions and clients throughout the US | Finance |
