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Dan Cupkovic
Direttore degli Investimenti presso ARGI Financial Group LLC
Posizioni attive di Dan Cupkovic
Società | Posizione | Inizio | Fine |
---|---|---|---|
ARGI Financial Group LLC
![]() ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Direttore degli Investimenti | 01/01/2008 | - |
Assumption Greek Orthodox Church | Corporate Officer/Principal | - | - |
Cerity Partners LLC
![]() Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Membro del Comitato di Investimento | - | - |
Gestore di Portafoglio-Azioni | - | - |
Storia della carriera di Dan Cupkovic
Precedenti posizioni note di Dan Cupkovic
Società | Posizione | Inizio | Fine |
---|---|---|---|
ARGI Investment Services LLC
![]() ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Analyst-Equity | 01/01/2010 | - |
Analista-Rendimento Fisso | 01/01/2010 | - | |
Trading-Equity | 01/01/2010 | - | |
Membro del Comitato di Investimento | 01/01/2010 | - | |
Director of Investments | 01/01/2010 | - | |
Gestore di Portafoglio-Azioni | 01/01/2010 | - |
Formazione di Dan Cupkovic
The Ohio State University | Undergraduate Degree |
Pedago LLC | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
---|---|
ARGI Investment Services LLC
![]() ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Finance |
ARGI Financial Group LLC
![]() ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Finance |
Cerity Partners LLC
![]() Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
Assumption Greek Orthodox Church |
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