Profiel
Mr. Schoepke joined Optimum in 2009.
He has several years of industry experience, including managing client portfolios at JPMorgan, LaSalle Bank Wealth Management Group and the Harris Private Bank.
He is a Certified Financial Planner, a Chartered Trust & Financial Advisor, level II candidate for the CFA designation and holds NASD licenses 7 and 66.
He is a member of the CFA Chicago Investment Society and the Institute for Certified Bankers.
Mr. Schoepke received a BA in Finance from Northern Illinois University in 1988.
Eerdere bekende functies van Keith A. Schoepke
| Bedrijven | Functie | Einde |
|---|---|---|
Optimum Investment Advisors LLC
 Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Keith A. Schoepke
| University of Illinois | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Finance |
