Profile
Mr. Michael P.
Duprey is Vice President-Wealth Management at Bluemont Capital Advisors LLC.
He joined Bluemont Capital Advisors in 2011.
He has 12 years of professional wealth management experience joining the firm from the Private Client Group of Charles Schwab & Co. As a certified financial planner, Michael provides wealth management and financial planning services to individuals, small businesses, trusts and foundations, specializing in income generating strategies and using a highly diversified, global, multi-asset class strategy for growth oriented clients.
Mr. Duprey began his career with Morgan Stanley on an Equity Syndicate Team.
Michael assisted in the wealth management of both personal and institutional relationships, and provided brokerage, institutional money management and lending services to local and national small businesses.
Mr. Duprey holds a B.A.
degree from The University of Iowa and a M.A from Wayne State University.
Michael has served as a board member on several charitable and social organizations in Alexandria.
Former positions of Michael P. Duprey
| Companies | Position | End |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 2011-02-27 |
| MORGAN STANLEY | Corporate Officer/Principal | 2001-08-30 |
Bluemont Capital Advisors LLC
 Bluemont Capital Advisors LLC Investment ManagersFinance Founded in 2008, Bluemont Capital Advisors LLC is a registered investment advisor located in Vienna, Virginia. The firm provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, as well as the solicitation of investment advisory services. | Corporate Officer/Principal | - |
Training of Michael P. Duprey
| Wayne State University (Michigan) | Graduate Degree |
| University of Iowa | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 2 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Bluemont Capital Advisors LLC
Bluemont Capital Advisors LLC Investment ManagersFinance Founded in 2008, Bluemont Capital Advisors LLC is a registered investment advisor located in Vienna, Virginia. The firm provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations and business entities, as well as the solicitation of investment advisory services. | Finance |
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