Nick Koup
Analyst-Equity bij Congress Asset Management Co. LLP
Profiel
Mr. Nicholas M.
Koup, CFA, is a Research Analyst at Congress Asset Management Co. LLP.
In his current role as a Research Analyst for the firm, he is responsible for analyzing and presenting financial data on public companies and industry trends to formulate investment recommendations in the Information Technology and Telecommunications sectors.
He is also a member of the Mid Cap Growth Investment Committee.
Prior to joining Congress, Mr. Koup spent two years with Weston Financial Group as a Senior Associate, where his responsibilities included financial modeling for clients, performance reporting, mutual fund analysis, as well as asset allocation and financial planning services.
He received his BBA from James Madison University.
He is a CFA charterholder and a member of the CFA Society Boston and the CFA Institute.
Actieve functies van Nick Koup
| Bedrijven | Functie | Begin |
|---|---|---|
Congress Asset Management Co. LLP
 Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Analyst-Equity | 01-10-2014 |
Eerdere bekende functies van Nick Koup
| Bedrijven | Functie | Einde |
|---|---|---|
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Corporate Officer/Principal | - |
Opleiding van Nick Koup
| James Madison University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Congress Asset Management Co. LLP
Congress Asset Management Co. LLP Investment ManagersFinance Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds. | Finance |
Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Finance |
