Sam Koopman
Gestionnaire de Portefeuille-Actions chez Bahl & Gaynor, Inc.
Profil
Mr. Samuel L.
Koopman is a Senior Wealth Advisor & Principal at Bahl & Gaynor, Inc. Mr. Koopman has a local focus working primarily with high net worth individuals and families.
In addition to managing client portfolios, his expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement.
He worked as an intern with Bahl & Gaynor while pursuing his undergraduate degree.
He received his Bachelor of Science in Business Administration major in Finance degree from Xavier University.
Mr. Koopman is also a CFP professional.
Postes actifs de Sam Koopman
| Sociétés | Poste | Début |
|---|---|---|
Bahl & Gaynor, Inc.
 Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Gestionnaire de Portefeuille-Actions | 01/07/2018 |
Formation de Sam Koopman
| Xavier University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Finance |