David James Upson
Gestore di Portafoglio-Azioni presso GeoVest Advisors, Inc.
Provenienza dei contatti di primo grado di David James Upson
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
3
| Private Company | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David James Upson tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Trading-Equity | |
| Rochester Christian University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Pennsylvania | College/University | Masters Business Admin | |
| Clarkson University | College/University | Undergraduate Degree | |
| St. Bonaventure University | College/University | Undergraduate Degree | |
| Al Sigl Center For Rehabilitation Agencies, Inc. | Chairman |
Statistiche
Distribuzione geografica
| Stati Uniti | 11 |
Settori
| Finance | 5 |
| Consumer Services | 5 |
| Health Services | 2 |
Posizioni
| Undergraduate Degree | 3 |
| Masters Business Admin | 2 |
| Chairman | 2 |
| Trading-Equity | 2 |
| President | 1 |
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