Paul A. Kuppinger

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Finance

Consumer Services

Profil

Paul A. Kuppinger worked as a Principal at KPMG Investment Advisors, Inc. and as a Trader at Westcap Investors LLC.
He was also a Principal at Wilshire Advisors LLC and a Vice President-Research at Curian Capital LLC.
Additionally, he worked as a Director of Research at Prima Capital, Inc. and as a Quantitative Research & Portfolio Manager at Denver Investment Advisors LLC.
Kuppinger received his undergraduate degree from The Colorado College and his MBA from The University of Colorado.

Anciens postes connus de Paul A. Kuppinger

Sociétés	Poste	Fin
Denver Investment Advisors LLC Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.	Analyst-Equity	01/05/2018
Curian Capital LLC Curian Capital LLC Investment ManagersFinance Curian Capital uses a proprietary process to formulate "efficient" model portfolios for their clients employing various asset allocation approaches, including strategic and tactical, as well as diversifying across the major asset classes: Domestic Equity, International Equity, Real Estate, Fixed Income and Cash. Through their proprietary process, they create a range of portfolios that attempt to maximize return potential at various risk levels. Curian Capital offers numerous portfolio options that correspond to an investor's risk profile, implementation strategy and other customization options selected to meet their personal investment goals and preferences. Under the firm's Custom Portfolios option, the equity portion of of a client's model portfolio will consist of a variety of U.S. publicly traded securities including, but not limited to, equity securities, preferred stocks, ETFs, mutual funds (which may include mutual funds managed by Curian), ADRs and other investments. They may also use taxable and tax-exempt fixed income ETFs, mutual funds and/or closed-end funds to provide investment exposure for the fixed-income asset class of model portfolios.	Corporate Officer/Principal	-
Prima Capital, Inc.	Directeur de la Recherche - Actions	31/12/2001
KPMG Investment Advisors, Inc. KPMG Investment Advisors, Inc. Investment ManagersFinance Provides investment advisory and management services	Corporate Officer/Principal	-
Westcap Investors LLC Westcap Investors LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	31/12/1994

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Entreprise privées	9
Denver Investment Advisors LLC Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors' (DIA) uses a variety of investment approaches and methods in managing accounts, both qualitative and quantitative, with emphasis on the use of proprietary fundamental research. The firm also makes substantial use of various quantitative screening techniques through their own proprietary models. Their investment strategies are typically implemented through separately managed accounts for clients although certain strategies are also available through the Westcore family of mutual funds, or through a commingled investment vehicle. DIA's investment strategies include Growth Equity (small-, mid-, SMID- and large-cap); Quantitative Micro-Cap Equity, International Equity (small-cap and concentrated small-cap), Value Equity (small-, SMID- and mid-cap as well as global large-cap rising dividend); and fixed income (intermediate, core investment grade, core, core plus, high yield, long-term/liability-driven, corporate only and municipal. DIA's Wealth Management Division provides services to high net-worth individuals with a focus on customizing investment services to meet clients’ individual needs. This can include leveraging the firm’s institutional strategies through through this group’s own strategies which include equity, balanced, taxable bond, tax-exempt bond, and workplace equality.	Finance
Segall Bryant & Hamill LLC Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase.	Finance
Wilshire Advisors LLC Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate.	Finance
Westcap Investors LLC Westcap Investors LLC Investment ManagersFinance Provides investment advice	Finance
KPMG Investment Advisors, Inc. KPMG Investment Advisors, Inc. Investment ManagersFinance Provides investment advisory and management services	Finance
Curian Capital LLC Curian Capital LLC Investment ManagersFinance Curian Capital uses a proprietary process to formulate "efficient" model portfolios for their clients employing various asset allocation approaches, including strategic and tactical, as well as diversifying across the major asset classes: Domestic Equity, International Equity, Real Estate, Fixed Income and Cash. Through their proprietary process, they create a range of portfolios that attempt to maximize return potential at various risk levels. Curian Capital offers numerous portfolio options that correspond to an investor's risk profile, implementation strategy and other customization options selected to meet their personal investment goals and preferences. Under the firm's Custom Portfolios option, the equity portion of of a client's model portfolio will consist of a variety of U.S. publicly traded securities including, but not limited to, equity securities, preferred stocks, ETFs, mutual funds (which may include mutual funds managed by Curian), ADRs and other investments. They may also use taxable and tax-exempt fixed income ETFs, mutual funds and/or closed-end funds to provide investment exposure for the fixed-income asset class of model portfolios.	Finance
The Colorado College The Colorado College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Colorado The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Prima Capital, Inc.