Xavier Jose Urpi

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71 year

Finance

Consumer Services

Profile

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.

Former positions of Xavier Jose Urpi

Companies	Position	End
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	2018-01-17
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.	Founder	2012-02-27
Smith Barney Asset Management Smith Barney Asset Management Investment ManagersFinance Provides investment services	Corporate Officer/Principal	1994-12-31

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Private companies	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