Sam Koopman
Portefeuillebeheerder-Aandelen bij Bahl & Gaynor, Inc.
Profiel
Mr. Samuel L.
Koopman is a Senior Wealth Advisor & Principal at Bahl & Gaynor, Inc. Mr. Koopman has a local focus working primarily with high net worth individuals and families.
In addition to managing client portfolios, his expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement.
He worked as an intern with Bahl & Gaynor while pursuing his undergraduate degree.
He received his Bachelor of Science in Business Administration major in Finance degree from Xavier University.
Mr. Koopman is also a CFP professional.
Actieve functies van Sam Koopman
Bedrijven | Functie | Begin |
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Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Portefeuillebeheerder-Aandelen | 01-07-2018 |
Opleiding van Sam Koopman
Xavier University | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by William Bahl and Vere Gaynor in 1990 and conducts business as Bahl & Gaynor Investment Counsel. B&G provides portfolio management investment advisory services to individual and institutional clients. | Finance |