Paul Thomas Knipping
Gestore di Portafoglio-Azioni presso Portfolio Design Advisors, Inc.
Profilo
Mr. Paul T.
Knipping, CFA, is a Portfolio Manager at Portfolio Design Advisors, Inc. He is responsible for the management of the Portfolio Design Advisors model portfolios.
These portfolios include mutual funds, stocks, and ETFs.
Management of the portfolios involves manager due diligence and selection, security selection, and asset allocation decisions.
He is also responsible for performance reporting and model maintenance.
He also assists financial advisors on various research projects and custom portfolio allocations.
He has held positions in investment banking, mutual fund analytics, and equity trading with large financial institutions including Oppenheimer Funds and Lipper.
He attended the University of Colorado where he studied finance.
Posizioni attive di Paul Thomas Knipping
| Società | Posizione | Inizio |
|---|---|---|
Portfolio Design Advisors, Inc.
 Portfolio Design Advisors, Inc. Investment ManagersFinance Portfolio Design Advisors, Inc. (PDA) is an asset management firm headquartered in Centennial, Colorado. The firm is a wholly-owned subsidiary of GWM Holdings, Inc., and was founded in 2006. PDA provides investment advisory and portfolio management services to individuals and institutional clients. The firm specializes in creating sophisticated and customized investment strategies. | Gestore di Portafoglio-Azioni | 01/12/2015 |
Precedenti posizioni note di Paul Thomas Knipping
| Società | Posizione | Fine |
|---|---|---|
SDR Ventures, Inc.
 SDR Ventures, Inc. Investment ManagersFinance SDR Ventures, Inc. provides investment banking advisory services. Its services include sell-side and buy-side advisory, capital formulation and strategic consulting. The firm serves manufacturing, healthcare, technology and distribution and logistics customers. The company was founded in January 2002 and is headquartered in Greenwood Village, CO. | Corporate Officer/Principal | 01/05/2013 |
Formazione di Paul Thomas Knipping
| University of Colorado Denver | Undergraduate Degree |
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 |
|---|---|
SDR Ventures, Inc.
SDR Ventures, Inc. Investment ManagersFinance SDR Ventures, Inc. provides investment banking advisory services. Its services include sell-side and buy-side advisory, capital formulation and strategic consulting. The firm serves manufacturing, healthcare, technology and distribution and logistics customers. The company was founded in January 2002 and is headquartered in Greenwood Village, CO. | Finance |
Portfolio Design Advisors, Inc.
Portfolio Design Advisors, Inc. Investment ManagersFinance Portfolio Design Advisors, Inc. (PDA) is an asset management firm headquartered in Centennial, Colorado. The firm is a wholly-owned subsidiary of GWM Holdings, Inc., and was founded in 2006. PDA provides investment advisory and portfolio management services to individuals and institutional clients. The firm specializes in creating sophisticated and customized investment strategies. | Finance |
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