Brian Shupe, CFA
Managing Principal
31 years of service

Brian is a managing principal of Windsor. He has over 30 years of service and was instrumental in leading Windsor’s investment service division for nearly 20 years before transitioning to full client relationship management. He currently is a member of Windsor’s Investment Policy Committee.

A Chartered Financial Analyst, Brian is a member of the CFA Institute, and the CFA Society of Indianapolis. In 2000, Brian was one of nine investment advisors who served on the Client Council at Vanguard Funds. The Council was a policy setting board that assisted Vanguard in determining products, policies, and services it offered to investment advisors and their clients.

Brian is a graduate of Butler University. He lives in Westfield with his wife Gina and three children.