Sid Shupack
Founder & President, Investment Advisor at First State Investment Advisors, Inc. | Tulsa, Oklahoma, United States
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Sid Shupack, as the Founder and President of First State Investment Advisors, Inc., brings over six decades of invaluable experience in the financial services industry. His profound expertise in portfolio management and equity research has been instrumental in shaping the firm’s investment philosophy, particularly through the implementation of his Gold Chip Standard. This rigorous investment approach emphasizes original research and disciplined asset allocation, ensuring that client portfolios are not only well-diversified but also aligned with their unique financial goals.
Under Sid's leadership, First State Investment Advisors has successfully navigated the complexities of the stock market, particularly in the realm of bank stocks, which was the firm’s original focus upon its inception in 1971. As the firm evolved, Sid recognized the growing demand for comprehensive personal financial planning and investment management, prompting a strategic shift that has allowed the firm to cater to a broader client base. Key projects under his guidance have included the development of tailored investment strategies that leverage in-depth financial analysis and modeling, enabling clients to achieve sustainable growth in their portfolios.
Sid’s role extends beyond client management; he actively participates on various boards of directors, contributing his insights on equity valuation and market trends. His commitment to continuous learning and adaptation in the ever-changing financial landscape is reflected in the firm’s innovative approach to investment management. With a focus on delivering high-quality financial services, Sid Shupack remains dedicated to empowering clients through informed investment decisions that are rooted in meticulous research and a deep understanding of market dynamics.
Founder & President, Investment Advisor at First State Investment Advisors, Inc. in December 1971 to Present
Investment Research Analyst, Stock Broker at Merrill Lynch in March 1966 to November 1971
Investment Research Analyst, Stock Broker at A.G. Edwards & Sons, Inc. in July 1963 to February 1966
Stock Broker at Walston & Co. in February 1959 to June 1963
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Discover more about First State Investment Advisors, Inc.What is Sid Shupack email address?
Email Sid Shupack at [email protected]. This email is the most updated Sid Shupack email found in 2026.
What is Sid Shupack phone number?
Sid Shupack phone number is +19183614334 and +19183613565.
How to contact Sid Shupack?
To contact Sid Shupack send an email to [email protected]. If you want to call Sid Shupack try calling on +19183614334 and +19183613565.
What is Sid Shupack net worth?
Sid Shupack has an estimated net worth of $750,000 to $999,999
What company does Sid Shupack work for?
Sid Shupack works for First State Investment Advisors, Inc.
What is Sid Shupack's role at First State Investment Advisors, Inc.?
Sid Shupack is Founder & President, Investment Advisor
What industry does Sid Shupack work in?
Sid Shupack works in the Financial Services industry.
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