R. Upton Email & Phone Number
Chief Executive Officer @ The Joseph Group Capital Management
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R. Upton Location
- Columbus, OH, US
R. Upton Work
- 2019 -now Chief Executive Officer @
- 2009 -2023 Chief Investment Officer @
- 2004 -2009 Director of Portfolio Management, Vice President @
- 2004 -now Kaplan Licensed Faculty and National Instructor @
- 2000 -2009 Independent Contractor @
- 2001 -2004 Institutional Portfolio Manager @
- 1999 -2001 Account Executive and Institutional Sales @
- 1998 -1999 Customer Service Team Facilitator and Registered Representative @
- 1998 -1998 Assistant Financial Planner @
R. Upton Education
- The University of Toledo
Bachelor of Business Administration (Finance)
1994-1998
R. Upton Skills
- Asset Allocation
- Portfolio Management
- Investment Strategies
- Investments
- Financial Analysis
- Retirement Planning
- Valuation
- Asset Managment
- Investment Management
R. Upton Summary
- R. Upton, based in Columbus, OH, US, is currently a Chief Executive Officer at The Joseph Group Capital Management. R. Upton brings experience from previous roles at The Joseph Group Capital Management, Kaplan Leadership & Professional Development and Kaplan Schweser. R. Upton holds a 1994 - 1998 Bachelor of Business Administration in Finance @ The University of Toledo. With a robust skill set that includes Asset Allocation, Portfolio Management, Investment Strategies, Investments, Financial Analysis and more. R. Upton has 3 emails and 3 mobile phone numbers on RocketReach.
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