David James Upson
Gestore di Portafoglio-Azioni presso GeoVest Advisors, Inc.
Profilo
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.
Posizioni attive di David James Upson
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/01/1990 |
Precedenti posizioni note di David James Upson
| Società | Posizione | Fine |
|---|---|---|
| Prudential Securities | Corporate Officer/Principal | 31/12/1989 |
Formazione di David James Upson
| Syracuse University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
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 |
| Prudential Securities | Finance |
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