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Benjamin Upward Location
Troy, MI, US
Benjamin Upward Work
2023 -now Portfolio Manager @
2015 -2023 Founder, CIO, Managing Principal @ Synchronicity
2020 -2021 Chief Investment Officer @ Six Forks
2018 -2020 Chief Executive Officer @ TRESTLE POINT LLC
2018 -2020 Co-Founder, CEO @ GlobalChain Group
2018 -2020 Managing Principal @ GlobalChain Partners
2013 -2015 Co-Fund Manager, Head of Trading @
2008 -2012 Director of Equity Trading @
2000 -2008 Senior Equity Trader @ Munder Capital Management
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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