Jim Kopas
Portfolio Manager-Equities at Pring Turner Capital Group, Inc.
Profile
Mr. James W.
Kopas, CFA, is an Investment Advisor & Financial Planner at Pring Turner Capital Group, Inc.
He started his carrier as an investment advisor in Walnut Creek, California.
He received his undergraduate degree from Santa Clara University in 2005.
In 2013 he earned the Chartered Financial Analyst designation.
Jim Kopas active positions
| Companies | Position | Start |
|---|---|---|
Pring Turner Capital Group, Inc.
 Pring Turner Capital Group, Inc. Investment ManagersFinance Pring Turner Capital Group, Inc. (PTCG) is an independent registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Martin J. Pring and Joe D. Turner in 1988. PTCG offers investment advisory services on a fee-only basis to individuals, IRAs, family trusts, corporations, corporate retirement plans, foundations, and other investment advisers. | Portfolio Manager-Equities | 01/01/2009 |
Training of Jim Kopas
| Santa Clara University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Pring Turner Capital Group, Inc.
Pring Turner Capital Group, Inc. Investment ManagersFinance Pring Turner Capital Group, Inc. (PTCG) is an independent registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Martin J. Pring and Joe D. Turner in 1988. PTCG offers investment advisory services on a fee-only basis to individuals, IRAs, family trusts, corporations, corporate retirement plans, foundations, and other investment advisers. | Finance |
- Stock Market
- Insiders
- Jim Kopas
