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Cfp Brian Taupier
Cfp Brian Taupier
Vice President | Summit Trail Advisors
Melbourne, Florida, United States
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.
Cfp Brian Taupier
Work Experience
Vice President at
Summit Trail Advisors
January 2019 - Present
Associate Director at
Pathstone
January 2013 - January 2019
Operations Specialist at
Brown Brothers Harriman
March 2012 - March 2013
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
*************@summittrail.com
Colleagues
Vice President, Head of Client Reporting & Analysis
Vice President
Vice President | Family Office
Vice President, Investments
Vice President
VP Family Office
Co-Founder, Managing Partner
Vice President, Relationship Manager
Vice President, Fiduciary Counsel
Vice President