Tom Kopas
Amministratore Delegato presso Pring Turner Capital Group, Inc.
Profilo
Mr. Thomas J.
Kopas is an Investment Advisor & Financial Planner at Pring Turner Capital Group, Inc. He joined the firm investment advisory team in 2002.
He began his career as a financial advisor at Dean Witter’s Walnut Creek office in 1981 and spent over two decades developing a conservative investment advisory strategy while at major Wall Street firms.
He is a graduate of the University of California at Berkeley.
Posizioni attive di Tom Kopas
| Società | Posizione | Inizio |
|---|---|---|
Pring Turner Capital Group, Inc.
 Pring Turner Capital Group, Inc. Investment ManagersFinance Pring Turner Capital Group, Inc. (PTCG) is an independent registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Martin J. Pring and Joe D. Turner in 1988. PTCG offers investment advisory services on a fee-only basis to individuals, IRAs, family trusts, corporations, corporate retirement plans, foundations, and other investment advisers. | Amministratore Delegato | 01/01/2002 |
Precedenti posizioni note di Tom Kopas
| Società | Posizione | Fine |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
| Dean Witter | Corporate Officer/Principal | - |
Formazione di Tom Kopas
| University of California, Berkeley | Graduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
| Aziende private | 4 |
|---|---|
Pring Turner Capital Group, Inc.
Pring Turner Capital Group, Inc. Investment ManagersFinance Pring Turner Capital Group, Inc. (PTCG) is an independent registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Martin J. Pring and Joe D. Turner in 1988. PTCG offers investment advisory services on a fee-only basis to individuals, IRAs, family trusts, corporations, corporate retirement plans, foundations, and other investment advisers. | Finance |
| Dean Witter | Finance |
| Smith Barney & Co., Inc. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
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