David James Upson
Portfolio Manager-Equities at GeoVest Advisors, Inc.
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, Inc. is an independent, SEC-registered investment advisor headquartered in Fairport, New York. The firm was founded by Robert Reeves in 1987. GeoVest Advisors manages individual portfolios of marketable stocks, bonds, and money market instruments for financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. | Portfolio Manager-Equities | 1989-12-31 |
Former positions of David James Upson
| Companies | Position | End |
|---|---|---|
| Prudential Securities | Corporate Officer/Principal | 1989-12-30 |
Training of David James Upson
| Syracuse University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
GeoVest Advisors, Inc.
GeoVest Advisors, Inc. Investment ManagersFinance GeoVest Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Fairport, New York. The firm was founded by Robert Reeves in 1987. GeoVest Advisors manages individual portfolios of marketable stocks, bonds, and money market instruments for financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. | Finance |
| Prudential Securities | Finance |
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