![Chris Ciupke](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Christopher J.
Ciupke is an Assistant Vice President & Portfolio Manager at Roberts, Glore & Co., Inc. He assists the senior members of the portfolio management team on every level, contributing to in-house market analysis efforts, security research, trade execution, and client relationship management.
In addition, he manages or co-manages a number of client portfolios.
Mr. Ciupke has special expertise in addressing such matters as tax, estate, and retirement/educational planning, risk management, and comprehensive financial goal-setting, among others.
He joined Roberts Glore in 2004.
He received his BA degree in Theology with Minors in Philosophy and Business Administration from Valparaiso University.
He holds FINRA Series 7, 63, and 65 licenses, as well as insurance licenses for life, health and disability and for long-term care and fixed annuities.
In addition to the Certified Financial Planner designation, he holds the Chartered Retirement Planning Counselor designation.
Aktiva positioner av Chris Ciupke
| Företag | Position | Start |
|---|---|---|
Roberts, Glore & Co., Inc.
 Roberts, Glore & Co., Inc. Investment ManagersFinance RGCO constructs customized investment portfolios that reflect each client’s long-term investment goals, risk tolerance, and income needs, among other considerations. In pursuit of this aim, the firm generally attempts to purchase securities whose market prices are reasonable in comparison to the estimate of their fair value. They may also make use of open-end mutual funds, closed-end funds, and exchange-traded funds or notes that invest in these asset classes. | Analyst-Equity | 2004-06-01 |
Chris Ciupkes utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
16
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
Roberts, Glore & Co., Inc.
Roberts, Glore & Co., Inc. Investment ManagersFinance RGCO constructs customized investment portfolios that reflect each client’s long-term investment goals, risk tolerance, and income needs, among other considerations. In pursuit of this aim, the firm generally attempts to purchase securities whose market prices are reasonable in comparison to the estimate of their fair value. They may also make use of open-end mutual funds, closed-end funds, and exchange-traded funds or notes that invest in these asset classes. | Finance |
Valparaiso University
 Valparaiso University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
