Joshua Koeck
Gestionnaire de Portefeuille-Actions chez Resonant Capital Advisors LLC
Profil
Mr. Joshua Koeck is a Portfolio Manager & Wealth Advisor at Resonant Capital Advisors LLC.
He has over 10 years of family office services and portfolio management experience with ultra-high-net-worth individuals.
He works with both our investment and planning/advisory teams to help with investment research, portfolio management/reporting, and client advisory services.
Prior to joining Resonant, Mr, Koeck spent nearly 10 years with a multi-generational family office in the Chicago area.
He was promoted from Analyst to Chief Operating Officer and Director of Investments, where he served on the investment committee and was responsible for the build-out of their family office service platform.
He holds both undergraduate and graduate degrees from UW-Madison with a specialization in the Applied Security Analysis Program.
Postes actifs de Joshua Koeck
| Sociétés | Poste | Début |
|---|---|---|
Resonant Capital Advisors LLC
 Resonant Capital Advisors LLC Investment ManagersFinance Resonant Capital Advisors LLC (Resonant) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Madison, Wisconsin. The firm was founded by Richard Thompson in 2018. Resonant plans, manages, organizes and advises families and enterprises with multigenerational wealth. | Gestionnaire de Portefeuille-Actions | 01/05/2022 |
Anciens postes connus de Joshua Koeck
| Sociétés | Poste | Fin |
|---|---|---|
Cooper Management Co. LLC
 Cooper Management Co. LLC Investment ManagersFinance Cooper Management Co. LLC (Cooper Management) is a privately-owned family office headquartered in Evanston, Illinois. The firm was founded in 2002 by Phillip and Carey Cooper. Cooper Management manages, sustains and grows the Family’s wealth across multiple households and four generations. | Head-Equity Investments | 01/08/2020 |
Formation de Joshua Koeck
| University of Wisconsin | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Cooper Management Co. LLC
Cooper Management Co. LLC Investment ManagersFinance Cooper Management Co. LLC (Cooper Management) is a privately-owned family office headquartered in Evanston, Illinois. The firm was founded in 2002 by Phillip and Carey Cooper. Cooper Management manages, sustains and grows the Family’s wealth across multiple households and four generations. | Finance |
Resonant Capital Advisors LLC
Resonant Capital Advisors LLC Investment ManagersFinance Resonant Capital Advisors LLC (Resonant) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Madison, Wisconsin. The firm was founded by Richard Thompson in 2018. Resonant plans, manages, organizes and advises families and enterprises with multigenerational wealth. | Finance |