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Cfp Brian Taupier

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Cfp Brian Taupier

Vice President | Summit Trail Advisors

Melbourne, Florida, United States

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Cfp Brian Taupier

Summary

Brian Taupier is a seasoned finance professional currently serving as Vice President at Summit Trail Advisors, a boutique wealth management firm. With a strong background in asset management, banking, and corporate finance, he has honed his skills in financial analysis, portfolio management, and risk management over the years. Brian's career trajectory includes key positions at Pathstone and Brown Brothers Harriman, where he developed a robust understanding of the financial markets. His educational foundation in finance from Seton Hall University has equipped him with the analytical tools necessary for success in the industry. Residing in Melbourne, Florida, he combines his expertise with a passion for delivering tailored investment solutions to clients. Brian is known for his strategic thinking and ability to navigate complex financial landscapes. He is committed to continuous learning and staying abreast of emerging trends in finance and investment.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cfp Brian Taupier

Work Experience

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Vice President at

Summit Trail Advisors

January 2019 - Present

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Associate Director at

Pathstone

January 2013 - January 2019

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Operations Specialist at

Brown Brothers Harriman

March 2012 - March 2013

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Cfp Brian Taupier

Education

Seton Hall University, Bachelor Of Science (B.S.)

January 2007 - January 2011

Frequently Asked Questions about Cfp Brian Taupier

What is Cfp Brian Taupier email address?

Cfp Brian Taupier's primary email address is *************@summittrail.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Brian Taupier work for?

Cfp Brian Taupier is a Vice President at Summit Trail Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Brian Taupier graduated from?

Cfp Brian Taupier holds a degree in Finance, General from Seton Hall University.

How can I directly contact Cfp Brian Taupier?

To contact Cfp Brian Taupier directly, you can use the email address *************@summittrail.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Brian Taupier?

Brian Taupier is a seasoned finance professional currently serving as Vice President at Summit Trail Advisors, a boutique wealth management firm. With a strong background in asset management, banking, and corporate finance, he has honed his skills in financial analysis, portfolio management, and risk management over the years. Brian's career trajectory includes key positions at Pathstone and Brown Brothers Harriman, where he developed a robust understanding of the financial markets. His educational foundation in finance from Seton Hall University has equipped him with the analytical tools necessary for success in the industry. Residing in Melbourne, Florida, he combines his expertise with a passion for delivering tailored investment solutions to clients. Brian is known for his strategic thinking and ability to navigate complex financial landscapes. He is committed to continuous learning and staying abreast of emerging trends in finance and investment.

Cfp`s contact details

mail

*************@summittrail.com

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