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.
Anciens postes connus de Joshua Koeck
| Sociétés | Poste | Fin |
|---|---|---|
Resonant Capital Advisors LLC
Resonant Capital Advisors LLC Investment ManagersFinance Resonant emphasizes low cost, tax-efficient investment vehicles. They have worked to make direct private investment solutions available to clients including real estate and real assets, private equity, quantitative and hedge fund strategies. These strategies can offer a diversified return profile that may complement investments in traditional asset classes. | Gestionnaire de Portefeuille-Actions | 22/01/2026 |
Cooper Management Co. LLC
Cooper Management Co. LLC Investment ManagersFinance Cooper Management seeks to achieve attractive long-term, risk-adjusted returns while focusing on principal protection. They invest in a variety of strategies, including public and private equity, fixed income and real estate. | Head-Equity Investments | 01/08/2020 |
Formation de Joshua Koeck
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| Entreprise privées | 3 |
|---|---|
University of Wisconsin
University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cooper Management Co. LLC
Cooper Management Co. LLC Investment ManagersFinance Cooper Management seeks to achieve attractive long-term, risk-adjusted returns while focusing on principal protection. They invest in a variety of strategies, including public and private equity, fixed income and real estate. | Finance |
Resonant Capital Advisors LLC
Resonant Capital Advisors LLC Investment ManagersFinance Resonant emphasizes low cost, tax-efficient investment vehicles. They have worked to make direct private investment solutions available to clients including real estate and real assets, private equity, quantitative and hedge fund strategies. These strategies can offer a diversified return profile that may complement investments in traditional asset classes. | Finance |
















