Mr. Duprey has 24 years of wealth management and financial planning experience. He previously advised individual investors, trusts, small businesses and foundations at Ategra Capital Management. In his practice he focuses on a diversified, global, multi-asset strategy and income generation.
Mr. Duprey has been in the asset management industry since 1999, when he joined the Equity Syndicate Team at Morgan Stanley. At Morgan Stanley he was involved in wealth management, brokerage, institutional money management and small business lending. Mr. Duprey also worked in the Private Wealth Group of Charles Schwab & Co.
Mr. Duprey has served on the boards of several charitable and social organizations in Virginia.
EDUCATION
Wayne State University
M.A. Education
1999
The University of Iowa
B.A. Sociology
1994
PRIOR EXPERIENCE
Ategra Capital Management
Execuitve Vice President
2018-2024
1st Portfolio Holding Corp.
Wealth Advisor
2012 – 2017
Charles Schwab & Co.
Certified Financial Planner
2001 – 2011