R. Upton Email & Phone Number

Chief Executive Officer @ The Joseph Group Capital Management

5 free lookup(s).

R. Upton Location

Columbus, OH, US

R. Upton Work

2019 - now Chief Executive Officer @ The Joseph Group Capital Management
2009 - 2023 Chief Investment Officer @ The Joseph Group Capital Management
2004 - 2009 Director of Portfolio Management, Vice President @ The Joseph Group Capital Management

2004 - now Kaplan Licensed Faculty and National Instructor @ Kaplan Leadership & Professional Development
2000 - 2009 Independent Contractor @ Kaplan Schweser
2001 - 2004 Institutional Portfolio Manager @ Fifth Third Bank
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1999 - 2001 Account Executive and Institutional Sales @ Harbor Capital Advisors, Inc.
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1998 - 1999 Customer Service Team Facilitator and Registered Representative @ Harbor Capital Advisors, Inc.
1998 - 1998 Assistant Financial Planner @ Bolanis Financial Group

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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

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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.

R. Upton Emails

Found 3 emails

R. Upton Phone Numbers

Found 6 phone numbers

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Top The Joseph Group Capital Management Employees

Matt Palmer

Co-Owner and Chairman and President at The Joseph Group Capital Management

Columbus, OH, US
1
- josephgroup.com
5
- +1 330-714-XXXX
- +1 614-560-XXXX
- +1 614-235-XXXX
- +1 614-266-XXXX
- +1 614-228-XXXX
Peter Johnston

President at The Joseph Group Capital Management

Houston, TX, US
2
- okwu.edu
- sbcglobal.net
2
- +1 281-344-XXXX
- +1 281-633-XXXX
Matthew Zimmermann

Client Advisor at The Joseph Group Capital Management

Columbus, OH, US
2
- gmail.com
- josephgroup.com
4
- +1 614-571-XXXX
- +1 614-868-XXXX
- +1 614-571-XXXX
- +1 614-754-XXXX

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