Eric Thomas Koeplin
Direttore/Membro del Consiglio presso The Christian Community Foundation, Inc.
Profilo
Eric Thomas Koeplin was the founder of BOK Financial Private Wealth, Inc., where he held the title of President & Chief Investment Officer from 1996 to 2018.
He is currently a Director at The Christian Community Foundation, Inc. Mr. Koeplin obtained an undergraduate degree and an MBA from The University of Colorado.
Posizioni attive di Eric Thomas Koeplin
Società | Posizione | Inizio |
---|---|---|
The Christian Community Foundation, Inc.
The Christian Community Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services The Christian Community Foundation, Inc. provides charitable giving services and educational resources. It is a helping aid and support for ministries and charitable organizations. The company was founded in 1980 and is headquartered in Colorado Springs, CO. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Eric Thomas Koeplin
Società | Posizione | Fine |
---|---|---|
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | Fondatore | 09/05/2018 |
Formazione di Eric Thomas Koeplin
The University of Colorado | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | Finance |
The Christian Community Foundation, Inc.
The Christian Community Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services The Christian Community Foundation, Inc. provides charitable giving services and educational resources. It is a helping aid and support for ministries and charitable organizations. The company was founded in 1980 and is headquartered in Colorado Springs, CO. | Commercial Services |
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