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Historique de carrière de Xavier Jose Urpi
Anciens postes connus de Xavier Jose Urpi
Sociétés | Poste | Début | 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 | 01/10/2012 | 18/01/2018 |
Portfolio Manager-Fixed Income | 01/10/2012 | 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 | Directeur en chef des Investissements | 01/11/1995 | 28/02/2012 |
Fondateur | 01/11/1995 | 28/02/2012 | |
Portfolio Manager-Fixed Income | 01/11/1995 | 28/02/2012 | |
President | 01/11/1995 | 28/02/2012 | |
Smith Barney Asset Management | Corporate Officer/Principal | 01/01/1995 | 01/01/1995 |
Formation de Xavier Jose Urpi
New York University | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Portfolio Manager-Fixed Income | 2 |
Head-Fixed Income Invts | 1 |
Chief Investment Officer | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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 |
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