Dan Cupkovic
Chief Investment Officer at ARGI Financial Group LLC
Dan Cupkovic active positions
Companies | Position | Start | End |
---|---|---|---|
ARGI Financial Group LLC
ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Chief Investment Officer | 2007-12-31 | - |
Assumption Greek Orthodox Church | Corporate Officer/Principal | - | - |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Investment Committee Member | - | - |
Portfolio Manager-Equities | - | - |
Career history of Dan Cupkovic
Former positions of Dan Cupkovic
Companies | Position | Start | End |
---|---|---|---|
ARGI Investment Services LLC
ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Analyst-Equity | 2009-12-31 | - |
Analyst-Fixed Income | 2009-12-31 | - | |
Trading-Equity | 2009-12-31 | - | |
Investment Committee Member | 2009-12-31 | - | |
Director of Investments | 2009-12-31 | - | |
Portfolio Manager-Equities | 2009-12-31 | - |
Training of Dan Cupkovic
The Ohio State University | Undergraduate Degree |
Pedago LLC | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
ARGI Investment Services LLC
ARGI Investment Services LLC Investment ManagersFinance ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations. | Finance |
ARGI Financial Group LLC
ARGI Financial Group LLC Investment ManagersFinance ARGI Financial Group LLC engages in the provision of financial consultancy services. It provides financial planning and investment services including retirement, tax, legacy and investment planning, risk management, and executive benefit and compensation planning. The firm offers business and personal financial planning. The company was founded in 1995 and is headquartered in Louisville, KY. | Finance |
Assumption Greek Orthodox Church | |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
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