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Historique de carrière de Dick Paul Kopp
Anciens postes connus de Dick Paul Kopp
Sociétés | Poste | Début | Fin |
---|---|---|---|
Inverness Counsel LLC
![]() Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients. | Membre du Comité d'Investissement | 01/01/1988 | 31/12/1995 |
Gestionnaire de Portefeuille-Actions | 01/01/1988 | 31/12/1995 | |
Corporate Officer/Principal | 01/01/1988 | 31/12/1995 | |
Wells Fargo Bank West, NA (Denver, Colorado)
![]() Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Headquartered in Denver, Colorado, Wells Fargo Bank West is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Corporate Officer/Principal | 01/01/1963 | 31/12/1982 |
Northstar Investment Advisors LLC
![]() Northstar Investment Advisors LLC Investment ManagersFinance Northstar Investment Advisors LLC (NIA) is an investment advisory firm headquartered in Denver, Colorado. It was founded in 1995 by Dick Kopp, Frederick Taylor and Robert Van Wetter. In 2021, the firm merged with Beacon Pointe Advisors LLC. NIA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, banking or thrift institutions, ERISA accounts, other investment advisors, and charitable organizations. | Analyst-Equity | 31/10/2001 | - |
Directeur en chef des Investissements | 31/10/2001 | - | |
Directeur de la Recherche - Actions | 19/10/2010 | - | |
Head-Equity Investments | 31/10/2001 | 19/10/2010 | |
Fondateur | 22/09/2010 | - | |
Membre du Comité d'Investissement | 31/10/2001 | - | |
Gestionnaire de Portefeuille-Actions | 31/10/2001 | - |
Formation de Dick Paul Kopp
University of Denver | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 5 |
Opérationnelle
Portfolio Manager-Equities | 2 |
Investment Committee Member | 2 |
Corporate Officer/Principal | 2 |
Sectorielle
Finance | 4 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Northstar Investment Advisors LLC
![]() Northstar Investment Advisors LLC Investment ManagersFinance Northstar Investment Advisors LLC (NIA) is an investment advisory firm headquartered in Denver, Colorado. It was founded in 1995 by Dick Kopp, Frederick Taylor and Robert Van Wetter. In 2021, the firm merged with Beacon Pointe Advisors LLC. NIA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, banking or thrift institutions, ERISA accounts, other investment advisors, and charitable organizations. | Finance |
Inverness Counsel LLC
![]() Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients. | Finance |
Wells Fargo Bank West, NA (Denver, Colorado)
![]() Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Headquartered in Denver, Colorado, Wells Fargo Bank West is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Finance |
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