![Xavier Jose Urpi](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Xavier Jose Urpi is the founder of Cypress Asset Management, Inc. (Virginia) which was founded in 1995.
He held the title of President & CIO during that time.
Mr. Urpi also held the position of Director of Fixed Income at Cutler Investment Counsel LLC from 2012 to 2018.
Prior to that, he was the Director-Fixed Income at Smith Barney Asset Management from 1989 to 1995.
Mr. Urpi received his undergraduate and graduate degrees from New York University.
Precedenti posizioni note di Xavier Jose Urpi
| Società | Posizione | Fine |
|---|---|---|
Cutler Investment Counsel LLC
 Cutler Investment Counsel LLC Investment ManagersFinance Cutler uses time-tested strategies according to client’s risk tolerance focused on long-term growth. The firm utilizes a full spectrum of asset classes and different types of securities (for example stocks, mutual funds, exchange traded funds (ETFs), and bonds). | Head-Fixed Income Invts | 18/01/2018 |
Cypress Asset Management, Inc. (Virginia)
 Cypress Asset Management, Inc. (Virginia) Investment ManagersFinance Cypress Asset Management's investment approach seeks first to neutralize the relative volatility of a portfolio to its benchmark or client goals by managing the risk characteristics. The firm strives to control deviations of return by managing the duration of the portfolio versus the benchmark. Finally, they select securities, analyze sectors and formulate yield curve strategies to produce positive results. | Fondatore | 28/02/2012 |
Smith Barney Asset Management
 Smith Barney Asset Management Investment ManagersFinance Provides investment services | Corporate Officer/Principal | 01/01/1995 |
Formazione di Xavier Jose Urpi
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
99
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Cutler Investment Counsel LLC
Cutler Investment Counsel LLC Investment ManagersFinance Cutler uses time-tested strategies according to client’s risk tolerance focused on long-term growth. The firm utilizes a full spectrum of asset classes and different types of securities (for example stocks, mutual funds, exchange traded funds (ETFs), and bonds). | Finance |
Smith Barney Asset Management
Smith Barney Asset Management Investment ManagersFinance Provides investment services | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cypress Asset Management, Inc. (Virginia)
Cypress Asset Management, Inc. (Virginia) Investment ManagersFinance Cypress Asset Management's investment approach seeks first to neutralize the relative volatility of a portfolio to its benchmark or client goals by managing the risk characteristics. The firm strives to control deviations of return by managing the duration of the portfolio versus the benchmark. Finally, they select securities, analyze sectors and formulate yield curve strategies to produce positive results. | Finance |
