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Eric Thomas Koeplin
Directeur/Membre du Conseil chez
The Christian Community Foundation, Inc.
Profil
Eric Thomas Koeplin was the founder of BOK Financial Private Wealth, Inc., where he held the title of President & Chief Investment Officer from 1996 to 2018.
He is currently a Director at The Christian Community Foundation, Inc. Mr. Koeplin obtained an undergraduate degree and an MBA from The University of Colorado.
Postes actifs de Eric Thomas Koeplin
| Sociétés | Poste | Début |
|---|---|---|
The Christian Community Foundation, Inc.
 The Christian Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Operates as a Christian foundation | Directeur/Membre du Conseil | - |
Anciens postes connus de Eric Thomas Koeplin
| Sociétés | Poste | Fin |
|---|---|---|
BOK Financial Private Wealth, Inc.
 BOK Financial Private Wealth, Inc. Investment ManagersFinance BOK Financial Private Wealth employs an open architecture process, provides broad diversification and adheres to strict due diligence to remain objective when guiding their clients' plans. By blending asset classes that are not highly correlated, or investments that have demonstrated different performance characteristics from one another, the firm strives to balance overall portfolio returns, while complementing clients’ risk tolerance. | Fondateur | 09/05/2018 |
Formation de Eric Thomas Koeplin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
23
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance BOK Financial Private Wealth employs an open architecture process, provides broad diversification and adheres to strict due diligence to remain objective when guiding their clients' plans. By blending asset classes that are not highly correlated, or investments that have demonstrated different performance characteristics from one another, the firm strives to balance overall portfolio returns, while complementing clients’ risk tolerance. | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Christian Community Foundation, Inc.
The Christian Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Operates as a Christian foundation | Miscellaneous |
