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Career history of Angel Mario Lupercio
Former positions of Angel Mario Lupercio
Companies | Position | Start | End |
---|---|---|---|
Scout Investments, Inc.
![]() Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Analyst-Equity | 2007-10-31 | 2022-02-28 |
Portfolio Manager-Equities | 2007-10-31 | 2022-02-28 | |
A.G. Edwards & Sons, Inc.
![]() A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | - | - |
Bear, Stearns & Co., Inc.
![]() Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Analyst-Equity | 2003-09-08 | 2005-12-11 |
Training of Angel Mario Lupercio
University of Washington | Masters Business Admin |
Rockhurst University | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Analyst-Equity | 2 |
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Bear, Stearns & Co., Inc.
![]() Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Scout Investments, Inc.
![]() Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Finance |
A.G. Edwards & Sons, Inc.
![]() A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
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