Jonathan Michael Koop
Portfolio Manager-Equities at Bedel Financial Consulting, Inc.
Profile
Mr. Jonathan M.
Koop, CFA, is a Senior Portfolio Manager & Manager of Investment Management at Bedel Financial Consulting, Inc. His work is to ensure that a client’s investments are properly aligned to help them achieve their unique financial goals.
Through his research and analysis for the Investment Committee, he identifies new attractive investment opportunities and regularly monitor investments that are currently used in our clients' portfolios.
He has over five years of experience in the financial services industry, his experience includes investment research and analysis of large private wealth and institutional clients, as well as the developing and monitoring of portfolios to meet client goals.
Mr. Koop was previously employed as a Senior Investment Associate by Cambridge Associates LLC and a Financial Advisor by Edward Jones Trust Co.
He received his undergraduate degree from the University of Notre Dame and a graduate degree from the University of Notre Dame.
Jonathan Michael Koop active positions
| Companies | Position | Start |
|---|---|---|
Bedel Financial Consulting, Inc.
 Bedel Financial Consulting, Inc. Investment ManagersFinance Bedel Financial Consulting, Inc. (Bedel Financial) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Indianapolis, Indiana. The firm was founded by Elaine Kops-Bedel in 1989. Bedel Financial provides customized portfolio management to private individuals, families, trusts, estates, charitable organizations, institutions and retirement plans. | Portfolio Manager-Equities | 01/12/2017 |
Former positions of Jonathan Michael Koop
| Companies | Position | End |
|---|---|---|
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Corporate Officer/Principal | 01/12/2017 |
Edward Jones Trust Co.
 Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Corporate Officer/Principal | 01/06/2015 |
Training of Jonathan Michael Koop
| University of Notre Dame | Graduate Degree |
Experiences
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Listed companies
Private companies
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1st degree connections
1st degree companies
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Members of the board
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Linked companies
| Private companies | 3 |
|---|---|
Bedel Financial Consulting, Inc.
Bedel Financial Consulting, Inc. Investment ManagersFinance Bedel Financial Consulting, Inc. (Bedel Financial) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Indianapolis, Indiana. The firm was founded by Elaine Kops-Bedel in 1989. Bedel Financial provides customized portfolio management to private individuals, families, trusts, estates, charitable organizations, institutions and retirement plans. | Finance |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
Edward Jones Trust Co.
Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Finance |
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