Xavier Urpi Email & Phone Number

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

Listed skills include Equities, Asset Management, Investment Strategies, Fixed Income, and 9 others.

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  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