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David Upson

Advisor Greater New York City Area, US

Director of Hedge Fund Research, CTC Consulting | Harris myCFO and Board Member, Person-to-Person.

Director of Hedge Fund Research, CTC Consulting | Harris myCFO and Board Member, Person-to-Person.

followers
following
1 vouches

Involved In

Founder

Monteagle Capital Management Inc.

Advisor

Person-to-Person
Person-to-Person

Positions

Director of Hedge Fund Research CTC Consulting | Harris myCFO July 2012 - present
Board Member Person-to-Person July 2011 - present
Partner and Managing Director of Hedge Fund Research CTC Consulting LLC October 2006 - present
Managing Director Fairfield Greenwich Group July 2005 - August 2006
Vice President Denali Capital May 2003 - May 2005
Hedge Fund Research Alpha Investment Management March 2001 - May 2003
President and Founder Monteagle Capital Management Inc. October 1999 - March 2001
Portfolio Manager Caxton Corporation March 1992 - August 1998
Currency Options Trader BNP Paribas March 1991 - March 1992
Currency Trader Royal Bank of Scotland January 1989 - January 1991
Precious Metals Trader COMEX May 1987 - December 1988

Education

Colgate University Economics 1982 - 1986
Walnut Hills High School 1976 - 1982

Interested In

Markets of Interest
  • • Recruiting
  • • Financial Services
  • • Small Businesses
  • • Data & Analytics

You Should Know About Me

Key Accomplishments

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Caroline Gillespie Greer
Managing Director, Commonfund. Previously Partner, Contego Capital Partners. Columbia University in the City of New York grad.
David is an extremely knowledgeable hedge fund investor

Jennifer Williams-Bulkeley AIWS
They're my friends  •  CEO and Co-Founder Tangible Management Inc.
Jennifer has all the attributes of a great entrepreneur. She is a visionary, extremely thoughtful, charismatic, resourceful and tenacious. S ... he has been a great success in every facet of her life and her current venture has all the hallmarks of being a great success. She has analyzed the wine investment and advisory world and has created a great offering with her business AOC investment advisors. She is a person of the highest integrity and I recommend her wholeheartedly.