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Benjamin Upward Location
Troy, MI, US
Benjamin Upward Work
Portfolio Manager @ (May 2023 - Present)
Founder, CIO, Managing Principal @ Synchronicity (June 2015 - July 2023)
Chief Investment Officer @ Six Forks (October 2020 - December 2021)
Chief Executive Officer @ TRESTLE POINT LLC (December 2018 - December 2020)
Co-Founder, CEO @ GlobalChain Group (July 2018 - December 2020)
Benjamin Upward Education
Albion College
Bachelor's degree (Economics and Political Science)
1998-2000
Claremont McKenna College
Transfered to Albion after Sophomore year (Government)
1996-1998
Detroit Country Day School 1992-1996
Covington Middle School 1989-1992
Benjamin Upward Skills
Alternative Investments
Portfolio Management
Series 63
Securities
ETFs
Investments
Bloomberg
Trading
Asset Management
Investment Management
Fixed Income
Asset Allocation
Investment Advisory
Series 7
Equities
Mutual Funds
Equity Research
Benjamin Upward Summary
Benjamin Upward, based in Troy, MI, US, is currently a Portfolio Manager at Azimuth Capital Management. Benjamin Upward brings experience from previous roles at Synchronicity, Six Forks, TRESTLE POINT LLC and GlobalChain Group. Benjamin Upward holds a 1998 - 2000 Bachelor's degree in Economics and Political Science @ Albion College. With a robust skill set that includes Alternative Investments, Portfolio Management, Series 63, Securities, ETFs and more. Benjamin Upward has 1 emails and 1 mobile phone numbers on RocketReach.
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