Brian Todd Shupe
Analyst-Equity bei Academy Wealth Management, Inc.
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Jim Leach | M | 57 |
Academy Wealth Management, Inc.
 Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | 5 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| David Brown | M | 80 |
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | 21 Jahre |
| Gary Y. Kusumi | M | 77 |
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | 3 Jahre |
| Rick Knop | M | - |
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | 12 Jahre |
| Lynnette D. Okwuonu | F | - |
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | 6 Jahre |
| Dean Weseli | M | - |
Academy Wealth Management, Inc.
Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | 5 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 6 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Brian Todd Shupe
- Persönliches Netzwerk
