Jonathan Koop, CFA
Sr. Portfolio Manager and
Manager of Investment Management
As a Sr. Portfolio Manager I work to ensure that each client's investment portfolio is properly aligned to help them achieve their unique financial goals. Through research and analysis on the Investment Committee, I identify new attractive investment opportunities and regularly monitor our current investments. As Manager of Investment Management my role is to oversee the day-to-day operations of each of the members of the Investment Team to ensure that we are providing the best service to our clients as efficiently and effectively as possible.
Personal Investment Experience
- Nearly 10 years of experience in the financial services industry
- Experience includes investment research and analysis of large private wealth and institutional clients, as well as the developing and monitoring of investment portfolios to meet client goals
Career History
- Bedel Financial Consulting, Inc., Sr. Portfolio Manager
- Cambridge Associates, LLC, Sr. Investment Associate
- Edward Jones, Financial Advisor
Education
- Awarded Chartered Financial Analyst designation
- Master of Arts and Letters, Education, University of Notre Dame, 2012
- Bachelor of Arts and Letters, Economics and Political Science, University of Notre Dame, 2010
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BLOG POSTS
Socially Responsible Investing
What is socially responsible investing? While there’s no standardized definition within the investment industry, there are definitely certain steps you should take when considering adding socially responsible investments to your portfolio. We’ll walk you through the basics of socially responsible investing and share what to look out for when adding SRI to your investment portfolio.
Bond Yield Curve: Indicating Recession?
Investors, the bond market’s yield curve is indicting the possibility of impending recession! However, while the shape of the yield curve can be used as a tool to project the future health of the economy, it is not a crystal ball. Read on for a better understanding of yield curves and how this trend could impact you.
Rising Interest Rates: Impact on Investments
News of rising interest rates has been hard to miss, but if the economic jargon makes you anxious or you’re trying to ignore the topic altogether, you may have overlooked the impact this could have on your investments. We’ve pulled together a few basic points to help you feel more confident in the current economic environment.
Tariffs: Impact on Your Wallet?
Tariffs and trade wars and volatile markets…Oh my! You probably already know that the President has imposed tariffs on many Chinese goods coming into the U.S. But you might not understand what that means for the stock market, American corporations, and your wallet. We’ve cut through the hype to focus on tariffs and what they could actually mean for the economy…and your pocketbook!