![James Louis Copell](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
James Louis Copell is the founder and current Chairman of Copell Financial LLC, which was founded in 2005.
He also held the position of Chief Executive Officer & Chief Compliance Officer at Trust & Fiduciary Management Services, Inc. from 2008 to 2018.
In addition, he worked as a Director at Bear, Stearns & Co., Inc., an Associate at Butcher & Singer, Inc., an Associate at US Foundation for Inspiration & Recognition of Science & Tech, and a Principal at Americorp Securities, Inc.
James Louis Copell active positions
Companies | Position | Start |
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Copell Financial LLC
![]() Copell Financial LLC Investment Banks/BrokersFinance Founded in 2005, Copell Financial LLC is an independent research firm located in Hasbrouck Heights, New Jersey with an additional office in New York City. The firm seeks to identify industries that are undergoing a change in dynamics. They look for events and catalysts that affect the fundamentals and the strategic reasons to buy or sell within a certain industry. | Founder | 10/02/2011 |
Former positions of James Louis Copell
Companies | Position | End |
---|---|---|
Trust & Fiduciary Management Services, Inc.
![]() Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC. | Chief Executive Officer | 01/01/2018 |
Butcher & Singer, Inc. | Corporate Officer/Principal | - |
US Foundation for Inspiration & Recognition of Science & Tech
![]() US Foundation for Inspiration & Recognition of Science & Tech Services to the Health IndustryHealth Services US Foundation for Inspiration & Recognition of Science & Tech designs educational programs in science and technology. The firm designs accessible and innovative programs that motivate young people to pursue education; and career opportunities in science, technology, engineering, and math, while building self-confidence, knowledge, and life skills. The company was founded by Dean Kamen in 1989 and is headquartered in Manchester, NH. | Corporate Officer/Principal | - |
Americorp Securities, Inc. | Corporate Officer/Principal | - |
Bear, Stearns & Co., Inc.
![]() Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Trading-Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Copell Financial LLC
![]() Copell Financial LLC Investment Banks/BrokersFinance Founded in 2005, Copell Financial LLC is an independent research firm located in Hasbrouck Heights, New Jersey with an additional office in New York City. The firm seeks to identify industries that are undergoing a change in dynamics. They look for events and catalysts that affect the fundamentals and the strategic reasons to buy or sell within a certain industry. | Finance |
Bear, Stearns & Co., Inc.
![]() Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Americorp Securities, Inc. | |
Trust & Fiduciary Management Services, Inc.
![]() Trust & Fiduciary Management Services, Inc. Investment ManagersFinance Founded in 1990, Trust & Fiduciary Management Services, Inc. is a registered investment advisor headquartered in Hasbrouck Heights, New Jersey. The firm is owned by independent investment research firm, Copell Financial LLC. | Finance |
US Foundation for Inspiration & Recognition of Science & Tech
![]() US Foundation for Inspiration & Recognition of Science & Tech Services to the Health IndustryHealth Services US Foundation for Inspiration & Recognition of Science & Tech designs educational programs in science and technology. The firm designs accessible and innovative programs that motivate young people to pursue education; and career opportunities in science, technology, engineering, and math, while building self-confidence, knowledge, and life skills. The company was founded by Dean Kamen in 1989 and is headquartered in Manchester, NH. | Health Services |
Butcher & Singer, Inc. | Finance |
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