Profile
Mr. David J.
Upson, CFA, is a Vice President at GeoVest Advisors, Inc.
Mr. Upson worked as Vice President of Investments at Prudential Securities where he managed $50 million in individual, corporate and non-profit accounts.
He received B.S.
in Finance and Transportation Distribution Management from Syracuse University School of Management.
David James Upson active positions
| Companies | Position | Start |
|---|---|---|
GeoVest Advisors, Inc.
GeoVest Advisors, Inc. Investment ManagersFinance GeoVest Advisors aims to grow their client’s assets in both good markets and bad markets so that a stable, long-term trajectory in the value of their portfolios can be achieved. The firm primarily uses a top-down strategy. | Portfolio Manager-Equities | 1989-12-31 |
Former positions of David James Upson
| Companies | Position | End |
|---|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 1989-12-30 |
Training of David James Upson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
GeoVest Advisors, Inc.
GeoVest Advisors, Inc. Investment ManagersFinance GeoVest Advisors aims to grow their client’s assets in both good markets and bad markets so that a stable, long-term trajectory in the value of their portfolios can be achieved. The firm primarily uses a top-down strategy. | Finance |
Syracuse University
Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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