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Storia della carriera di Kevin Cope
Precedenti posizioni note di Kevin Cope
Società | Posizione | Inizio | 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 | 01/10/2016 | 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 |
Formazione di Kevin Cope
Michigan State University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 4 |
Posizioni
Analyst-Equity | 1 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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 |
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