Steven J. Cupchak, Vice-President

Credentials

Steven obtained his undergraduate degree as well as his MBA in finance and Master’s in taxation from Wayne State University in Detroit, Michigan, and has worked in the investment industry since 1993. Steven is a Chartered Financial Analyst, a designation awarded by the CFA Institute. Steven is also a member of the affiliated Investment Analyst Society of Detroit. The CFA measures the competence and integrity of financial analysts. Steven is a member of the Detroit Economic Club.

Experience

Steven has served as the vice president of IPEX since the firm’s inception in 1995. Prior to that, Steven has worked at two national investment firms.

Responsibilities

Steven is the firm’s portfolio manager overseeing all client portfolios. Specifically, he oversees the development of all quantitative portfolio models utilized for institutional portfolios. He is responsible for performing the evaluations and analysis necessary to generate asset allocation studies, investment vehicle searches and quarterly investment reports for clients’ accounts. In addition, Steven is instrumental in helping to formulate specific investment policies under current economic conditions for specific client needs. He is responsible for all investment vehicle research for traditional, alternative and ESG orientated investments. Steven is the firm’s primary contact with the investment management community.