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Brian Shupe, CFAManaging Principal27 years of service

Brian Shupe, CFA
Managing Principal
27 years of service

A cum laude graduate with a Bachelor’s degree in finance from Butler University, Brian has been instrumental in the ongoing development of Windsor Wealth Management’s Investment Services Division and serves the firm as Managing Principal.

As division head, he is responsible for overseeing all investment research and serves on Windsor Wealth Management’s Investment Selection Committee, in addition to supervising, tracking, and reporting of clients’ investments. He also serves as a liaison between Windsor Wealth Management’s clients and professional money managers, Charles Schwab, Fidelity, and mutual fund institutions.

A Chartered Financial Analyst, Brian is a member of the CFA Institute, The Institute of Chartered Financial Analysts (ICFA), 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.