Trevor Ray Rupe

Trevor Ray Rupe

Direttore degli Investimenti presso Parkway Advisors LP

Consumer Services
Finance

Profilo

Mr. Trevor R.
Rupe, CFA, is a Chief Investment Officer at Parkway Advisors LP.
Mr. Rupe is a co-manager on all accounts and specifically trained in addressing the various risks that insurers face with their invested assets including proper diversification, asset liability management, and the effects of securities transactions on statutory financials.
He is proficient at assessing risk within a portfolio while focusing on book yield.
He enjoys researching investments and how they fit in each individual client’s portfolios.
As with all of Parkway’s employees, continual education of the ever-changing regulatory environment and financial markets is a top priority for Mr. Rupe.
Before coming to work for Parkway, he worked for a large private investment firm and brings an extensive knowledge base of the industry that further enriches the value of service Parkway brings to its clients.
Mr. Rupe graduated with a Bachelor of Business Administration from Hardin Simmons University and holds the CFA (Chartered Financial Analyst) designation.
Mr. Rupe is also a Registered Investment Advisory Representative.

Posizioni attive di Trevor Ray Rupe

SocietàPosizioneInizio
Direttore degli Investimenti 01/01/2023
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Formazione di Trevor Ray Rupe

Hardin-Simmons University Undergraduate Degree

Esperienze
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Aziende private

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