Xavier Urpi

Xavier Urpi Email and Phone Number

Chief Investment Officer at Emergent Financial Services @ Emergent Financial Services, LLC
charlottesville, virginia, united states
Xavier Urpi's Location
Charlottesville, Virginia, United States, United States
Xavier Urpi's Contact Details
About Xavier Urpi

Xavier Urpi is a Chief Investment Officer at Emergent Financial Services at Emergent Financial Services, LLC. He possess expertise in equities, asset management, investment strategies, fixed income, investments and 8 more skills.

Xavier Urpi's Current Company Details
Emergent Financial Services, LLC

Emergent Financial Services, Llc

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Chief Investment Officer at Emergent Financial Services
charlottesville, virginia, united states
Website:
emergentfs.com
Employees:
4
Xavier Urpi Work Experience Details
  • Emergent Financial Services, Llc
    Chief Investment Officer
    Emergent Financial Services, Llc Jan 2018 - Present
    Charlottesville, Virginia
    Xavier Urpí is a Managing Partner and Chief Investment Officer at Emergent. He works with institutions in developing their investment policies, guidelines and strategies, and helps them to achieve their financial goals. He has over 40 years of experience in investment management. He possesses both the Series 63 and Series 65 licenses and is a registered investment advisor representative with Emergent.Xavier worked over a decade at Lehman Management Company, jointly developing the Lehman… Show more Xavier Urpí is a Managing Partner and Chief Investment Officer at Emergent. He works with institutions in developing their investment policies, guidelines and strategies, and helps them to achieve their financial goals. He has over 40 years of experience in investment management. He possesses both the Series 63 and Series 65 licenses and is a registered investment advisor representative with Emergent.Xavier worked over a decade at Lehman Management Company, jointly developing the Lehman indices, which are the investment industry’s standard for measuring performance of a portfolio against its objectives. Following Lehman, he worked for six years at Smith Barney Capital Management as Director of U.S. Fixed Income before establishing his own investment advisory firm, Cypress Asset Management, in 1995. He joined Cutler Investment Group as a partner in 2012 to run their Fixed Income department. In 2017, he departed Cutler to form Emergent. Xavier holds a Bachelor of Arts degree in Mathematics and Computer Science from the Courant Institute of Mathematica Sciences at NYU and. He also attended New York University’s Graduate School of Finance. Show less

Xavier Urpi Skills

Equities Asset Management Investment Strategies Fixed Income Investments Hedge Funds Capital Markets Trading Asset Allocation Financial Markets Mutual Funds Securities Wealth Management

Frequently Asked Questions about Xavier Urpi

What company does Xavier Urpi work for?

Xavier Urpi works for Emergent Financial Services, Llc

What is Xavier Urpi's role at the current company?

Xavier Urpi's current role is Chief Investment Officer at Emergent Financial Services.

What is Xavier Urpi's email address?

Xavier Urpi's email address is xa****@****set.com

What is Xavier Urpi's direct phone number?

Xavier Urpi's direct phone number is +171351*****

What skills is Xavier Urpi known for?

Xavier Urpi has skills like Equities, Asset Management, Investment Strategies, Fixed Income, Investments, Hedge Funds, Capital Markets, Trading, Asset Allocation, Financial Markets, Mutual Funds, Securities.

Who are Xavier Urpi's colleagues?

Xavier Urpi's colleagues are Nickolas Urpi, Alex Urpí, Cfa, Xavier Urpi, Michael Urpi.

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