Career history of Xavier Jose Urpi
Former positions of Xavier Jose Urpi
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2012-09-30 | 2018-01-17 |
| Portfolio Manager-Fixed Income | 2012-09-30 | 2018-01-17 | |
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 | 1995-10-31 | 2012-02-27 |
| Founder | 1995-10-31 | 2012-02-27 | |
| Portfolio Manager-Fixed Income | 1995-10-31 | 2012-02-27 | |
| President | 1995-10-31 | 2012-02-27 | |
| Smith Barney Asset Management | Corporate Officer/Principal | 1994-12-31 | 1994-12-31 |
Training of Xavier Jose Urpi
| New York University | Graduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Fixed Income | 2 |
| Head-Fixed Income Invts | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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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