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
- Chief Executive Officer @ (December 2019 - Present)
- Chief Investment Officer @ (December 2009 - November 2023)
- Director of Portfolio Management, Vice President @ (February 2004 - December 2009)
- Kaplan Licensed Faculty and National Instructor @ (February 2004 - Present)
- Independent Contractor @ (January 2000 - January 2009)
- Institutional Portfolio Manager @ (January 2001 - January 2004)
- Account Executive and Institutional Sales @ (December 1999 - March 2001)
- Customer Service Team Facilitator and Registered Representative @ (October 1998 - December 1999)
- Assistant Financial Planner @ (May 1998 - November 1998)
R. Upton Education
- The University of Toledo
Bachelor of Business Administration (Finance)
1994-1998
R. Upton Skills
- Asset Allocation
- Asset Managment
- Financial Analysis
- Financial Markets
- Interpersonal Skills
- Investment Advisory
- Investment Advisory Services
- Investment Management
- Investment Strategies
- Investments
- Portfolio Management
- Presentation Skills
- Public Speaking
- Retirement Planning
- Valuation
- Wealth 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, Asset Managment, Financial Analysis, Financial Markets, Interpersonal Skills and more. R. Upton has 2 emails and 3 mobile phone numbers on RocketReach.
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