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Karriereverlauf von Xavier Jose Urpi
Ehemalige bekannte Positionen von Xavier Jose Urpi
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Cutler Investment Counsel LLC
![]() Cutler Investment Counsel LLC Investment ManagersFinance Cutler Investment Counsel LLC (Cutler) is an independent, SEC-registered investment advisor headquartered in Jacksonville, Oregon. Founded in 2003, Cutler provides investment management services to individuals (which includes high-net-worth individuals), corporate pension and profit-sharing plans (including 401k plans), corporations, charitable institutions, foundations, endowments, registered affiliated mutual funds, trusts, and government entities. | Head-Fixed Income Invts | 01.10.2012 | 18.01.2018 |
Portfolio Manager-Fixed Income | 01.10.2012 | 18.01.2018 | |
Cypress Asset Management, Inc. (Virginia)
![]() Cypress Asset Management, Inc. (Virginia) Investment ManagersFinance Founded in 1995, Cypress Asset Management, Inc. is a registered investment advisor located in Charlottesville, Virginia. The firm provides customized portfolios to grow and protect the assets of many institutions and clients throughout the US | Chief Investment Officer | 01.11.1995 | 28.02.2012 |
Gründer | 01.11.1995 | 28.02.2012 | |
Portfolio Manager-Fixed Income | 01.11.1995 | 28.02.2012 | |
Präsident | 01.11.1995 | 28.02.2012 | |
Smith Barney Asset Management | Corporate Officer/Principal | 01.01.1995 | 01.01.1995 |
Ausbildung von Xavier Jose Urpi
New York University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Portfolio Manager-Fixed Income | 2 |
Head-Fixed Income Invts | 1 |
Chief Investment Officer | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
---|---|
Cutler Investment Counsel LLC
![]() Cutler Investment Counsel LLC Investment ManagersFinance Cutler Investment Counsel LLC (Cutler) is an independent, SEC-registered investment advisor headquartered in Jacksonville, Oregon. Founded in 2003, Cutler provides investment management services to individuals (which includes high-net-worth individuals), corporate pension and profit-sharing plans (including 401k plans), corporations, charitable institutions, foundations, endowments, registered affiliated mutual funds, trusts, and government entities. | Finance |
Cypress Asset Management, Inc. (Virginia)
![]() Cypress Asset Management, Inc. (Virginia) Investment ManagersFinance Founded in 1995, Cypress Asset Management, Inc. is a registered investment advisor located in Charlottesville, Virginia. The firm provides customized portfolios to grow and protect the assets of many institutions and clients throughout the US | Finance |
Smith Barney Asset Management | Finance |
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