David Upton Email and Phone Number
Graduated from Indiana University’s Kelley School of Business in May of 2020 with a Bachelor of Science in Business with a concentration in Finance.
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Associate, Chief Of StaffAlvarez & Marsal Private Wealth Partners Sep 2024 - PresentWest Palm Beach, Florida, United StatesA&M Private Wealth Partners (AMPWP), a registered investment advisor (RIA) established as an independent affiliate of global professional services firm Alvarez & Marsal. AMPWP offers comprehensive family office services to entrepreneurs, multi-generational families, and financial sponsors, aligning with A&M’s legacy as trusted advisors specializing in value preservation and creation for complex businesses. -
Wealth Management AssociateCuri Rmb Capital Oct 2023 - Aug 2024Chicago, Illinois, United States -
Operations AssistantWins For Warriors Foundation Mar 2016 - Jan 2024Detroit Metropolitan AreaManaged fundraising events for causes to support veterans with PTSD. In particular, I focus on the logistics for the annual Grand Slam Adoption Event that takes place in Lakeland, Florida in support of SPCA Florida and K9s For Warriors. My job has been to make sure the event runs smoothly by coordinating volunteers and operational set-up. In addition, I facilitate photos and promote our activities on social media for the event.Achievements: ¥ Raised awareness for the Grand Slam Adoption Event charitable beneficiaries and helped over 60 dogs get adopted over the past two years¥ Conducted two successful events that have raised over $120,000 with over 83% of that coming from this year alone¥ Elevated attendance by 100% for the event since last year¥ Acquired major corporate sponsors such as Link AKC and JUST Water¥ Implemented new social media strategies including Snapchat On-Demand Geofilters -
AssociateUpton Capital Corp Jan 2021 - Jun 2023Chicago, Illinois, United States -
Real Estate Development InternMatthew Development May 2019 - Aug 2019Melbourne, Florida, United States -
Due Diligence InternGrant Thornton Llp (Us) May 2018 - Aug 2018Houston, Texas, United States -
Head CoachGrand Rapids Christian Elementary School Sep 2015 - Jan 2016Greater Grand Rapids, Michigan AreaCoached and mentored the 6th grade boys basketball team at Grand Rapids Christian Elementary School. I instilled leadership and accountability in each player and taught them how they could each reach their potential. I planned weekly practices and strategy for weekend games, in addition to mentoring them and keeping them on track with their studies.Achievements:¥ Lead team to volunteer at local school events such as the book fair and helped with the after-school cleanup following practice¥ Placed 1st overall in our division and 2nd in the end of year tournament¥ Ingrained passion and work ethic in game of basketball and beyond in each of my players
David Upton Education Details
Frequently Asked Questions about David Upton
What company does David Upton work for?
David Upton works for Alvarez & Marsal Private Wealth Partners
What is David Upton's role at the current company?
David Upton's current role is Alvarez & Marsal Private Wealth Partners.
What schools did David Upton attend?
David Upton attended Indiana University - Kelley School Of Business.
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David Upton
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David Upton
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