Brian Upchurch's Location
Indianapolis, IN, US
Brian Upchurch's Work
- Managing Principal @ CAPTRUST
- President and Managing Director @ Column Capital - Wealth Management
- Partner and Area Director of Financial Planning @ EY
Brian Upchurch's Education
- Indiana University Robert H. McKinney School of Law
JD (Law)
1990 - 1994 - Ball State University - College of Business
Bachelor of Science (Accounting and Finance with honors)
1983 - 1987
Brian Upchurch's Skills
- Wealth Management
- Investments
- Financial Planning
- Tax
- Retirement Planning
- Estate Planning
- Investment Management
- Income Tax
- Asset Allocation
- Strategic Financial Planning
Brian Upchurch's Summary
Brian Upchurch, based in Indianapolis, IN, US, is currently a Managing Principal at CAPTRUST, bringing experience from previous roles at Column Capital Advisors, LLC and Ernst & Young. Brian Upchurch holds a 1990 - 1994 JD in Law @ Indiana University Robert H. McKinney School of Law. With a robust skill set that includes Wealth Management, Investments, Financial Planning, Tax, Retirement Planning and more, Brian Upchurch contributes valuable insights to the industry. Brian Upchurch has 2 emails on RocketReach.
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