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David Upson Email & Phone Number

Private investor at Monteagle Partners at Monteagle Partners
Location: Darien, Connecticut, United States 12 work roles 2 schools
1 work email found @ctcconsulting.com 3 phones found area 203 and 877 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email d****@ctcconsulting.com
Direct phone (203) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Private investor at Monteagle Partners
Location
Darien, Connecticut, United States

Who is David Upson? Overview

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Quick answer

David Upson is listed as Private investor at Monteagle Partners at Monteagle Partners, based in Darien, Connecticut, United States. AeroLeads shows a work email signal at ctcconsulting.com, phone signal with area code 203, 877, and a matched LinkedIn profile for David Upson.

David Upson previously worked as Private Investor at Monteagle Partners and Director of Hedge Fund Research at Ctc | Mycfo. David Upson holds Ba, Economics from Colgate University.

Company email context

Email format at Monteagle Partners

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{first}.{last}@ctcconsulting.com
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AeroLeads found 1 current-domain work email signal for David Upson. Compare company email patterns before reaching out.

Profile bio

About David Upson

I have been involved in the investment business for the last 40 years and during that period I have worked as a trader, hedge fund portfolio manager, risk manager, allocator to hedged strategies and asset raiser. I am currently managing my personal assets across alternative strategies, equities, real estate and macro markets.

Listed skills include Hedge Funds, Investments, Equities, Alternative Investments, and 46 others.

Current workplace

David Upson's current company

Company context helps verify the profile and gives searchers a useful next step.

Monteagle Partners
Monteagle Partners
Private investor at Monteagle Partners
Nashville, Tennessee, US
AeroLeads page
12 roles

David Upson work experience

A career timeline built from the work history available for this profile.

Private Investor

Current

Investor in alternative investments, equities, real estate and macro markets.

Jan 2020 - Present

Director Of Hedge Fund Research

Chicago, Il, Us

At CTC Consulting|Harris myCFO, we view wealth management in terms of advocacy—on behalf of you, your family, your objectives and your values. We believe in listening before speaking, and understanding before advising. Since our establishment, we've been providing comprehensive family office guidance and services, including integrated and customized investment advisory, income tax planning and compliance, wealth management, philanthropy, financial planning, concierge, financial reporting, expense management, and bill paying to high-net-worth families and individuals across the nation

Jun 2012 - Dec 2019

Partner And Managing Director Of Hedge Fund Research

Chicago, Il, Us

We are an investment consulting firm providing counsel to wealthy family groups, trusts, endowments and foundations. At CTC, we focus on helping our clients formulate long-term, tax efficient investment strategies that are customized to meet their unique needs. CTC has been working with family offices for over 25 years. Today we have over 60 employees and consult on over $25 billion in assets for clients around the world. CTC Consulting, Inc. is an SEC registered investment advisor.

Sep 2006 - Jun 2012

Board Member

Darien, Ct, Us

Person-to-Person is a Connecticut based, community-supported agency which, through the sharing of goods and talents, responds to individuals and families who lack the basic necessities or resources to improve their lives. The agency provides support for families in need in Stamford, CT with emergency food, clothing, shelter, and financial assistance for basic needs such as utilities and rent. The organization also provides scholarship support for college students to realize the dreams of higher education and campership funding to provide a safe summer for children from low income families. The organization was founded in 1968 by the Reverend Dr. Robert Nelson Back following the assassination of Dr. Martin Luther King. Dr. Back, who at the time was the rector of Saint Luke's Parish in Darien Connecticut, had attended seminary with Dr. King, met with Jean Sherman, a member of the parish. They talked about how caring people in the community could help others in the community and neighboring communities and on April 18, 1968 Dr. Back announced the formation of Person-to-Person and named Jean Sherman its first director.From the outset Person-to-Person began by helping and educating. The efforts to help began with food and clothing and grew to include financial assistance for emergencies, camperships so children would be safe during the summer while their parents worked and college scholarship aid to help break the cycle of poverty.

Jun 2011 - Jun 2015

Managing Director

Fairfield Greenwich Group

Founded in 1983, Fairfield Greenwich Group ("FGG") is a leading alternative asset investment specialist. FGG's mission is to offer our clients superior hedge funds and related products with a high level of client service and support. Throughout its history, the firm has internally managed its own hedge funds and selectively identified external managers for a limited number of close relationships. FGG markets its funds principally outside the U.S. to private banks, institutional investors, financial advisors, consultants, and high-net-worth individuals as well as tax-exempt U.S. entities

Jun 2005 - Aug 2006

Vice President

Denali Capital

Investment Management Firm focusing on investments in the currency, fixed income and equity markets

Apr 2003 - May 2005

Hedge Fund Research

Alpha Investment Management

Investment Management Firm focused in alternatives

Mar 2001 - Apr 2003

President And Founder

Monteagle Capital Management Inc.

Global Macro hedge fund

Sep 1999 - Feb 2001

Portfolio Manager

New York, Ny, Us

Multistrategy Hedge Fund

Feb 1992 - Aug 1998

Currency Options Trader

Paris, Fr

FX options trader in the treasury group

Feb 1991 - Feb 1992

Currency Trader

Gogarburn, Gb

Foreign exchange trader in the treasury group

Jan 1989 - Jan 1991

Precious Metals Trader

Mexico City, Mexico, Mx

Trader in the gold, silver and copper pits of the Commodities Exchange

May 1987 - Dec 1988
2 education records

David Upson education

Ba, Economics

Colgate University

Education record

Walnut Hills High School
FAQ

Frequently asked questions about David Upson

Quick answers generated from the profile data available on this page.

What company does David Upson work for?

David Upson works for Monteagle Partners.

What is David Upson's role at Monteagle Partners?

David Upson is listed as Private investor at Monteagle Partners at Monteagle Partners.

What is David Upson's email address?

AeroLeads has found 1 work email signal at @ctcconsulting.com for David Upson at Monteagle Partners.

What is David Upson's phone number?

AeroLeads has found 3 phone signal(s) with area code 203, 877 for David Upson at Monteagle Partners.

Where is David Upson based?

David Upson is based in Darien, Connecticut, United States while working with Monteagle Partners.

What companies has David Upson worked for?

David Upson has worked for Monteagle Partners, Ctc | Mycfo, Person-To-Person, Fairfield Greenwich Group, and Denali Capital.

How can I contact David Upson?

You can use AeroLeads to view verified contact signals for David Upson at Monteagle Partners, including work email, phone, and LinkedIn data when available.

What schools did David Upson attend?

David Upson holds Ba, Economics from Colgate University.

What skills is David Upson known for?

David Upson is listed with skills including Hedge Funds, Investments, Equities, Alternative Investments, Portfolio Management, Investment Management, Fixed Income, and Asset Management.

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