Profil
Mr. David O.
Koch is President & Chief Compliance Officer at Windsor Financial Group LLC.
With over 30 years of investment management experience, David also serves as a senior portfolio manager for individual and institutional clients.
Prior to joining Windsor in 1996, Mr, Koch served as Managing Director and a Portfolio Manager for Alla Investment Management, Inc.
He received his Bachelor’s degree and MBA degree from the University of Wisconsin.
Anciens postes connus de David Owen Koch
| Sociétés | Poste | Fin |
|---|---|---|
Windsor Financial Group LLC
 Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | President | 01/09/2017 |
Formation de David Owen Koch
| University of Wisconsin | Masters Business Admin |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 1 |
|---|---|
Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Finance |
