Kevin Cope

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Kevin Cope worked as a Principal at Advisors Asset Management, Inc. He then worked as an Investment Analyst at CSat Investment Advisory LP from 2016 to 2018.
He received his undergraduate degree from Michigan State University.

Precedenti posizioni note di Kevin Cope

Società	Posizione	Fine
CSat Investment Advisory LP CSat Investment Advisory LP Investment ManagersFinance CSat Investment Advisory LP is an independent hedge fund management firm headquartered in Ann Arbor, Michigan. The firm was founded in 2006 by Claes Fornell, John Cattier and Phil Bak. It provides investment advice to high net worth investors.	Analyst-Equity	01/05/2018
Advisors Asset Management, Inc. Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations.	Corporate Officer/Principal	01/10/2016

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Formazione di Kevin Cope

Michigan State University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	2
CSat Investment Advisory LP CSat Investment Advisory LP Investment ManagersFinance CSat Investment Advisory LP is an independent hedge fund management firm headquartered in Ann Arbor, Michigan. The firm was founded in 2006 by Claes Fornell, John Cattier and Phil Bak. It provides investment advice to high net worth investors.	Finance
Advisors Asset Management, Inc. Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations.	Finance