Kopp Investment Advisors

Industry: Company

Description

Founded: 1990 Parent organization: Kopp Holding CompanyFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportKopp Investment AdvisorsWebsiteDirections Saved (0) Saved Save Investment service in Bloomington, Minnesota Address: 8400 Normandale Lake Blvd #1450, Bloomington, MN 55437 Phone: (952) 841-0400Website: : : : Place name: : : Hours: Category: : Website: http://www.koppinvestments.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Kopp Investment Advisors Posting publicly on the Web Write a review Reviews Be the first to review

Kopp Investment Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Kopp Investment Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Kopp Investment Advisors Employees

Employee
Years
Job
Industry
Scott Yeomans Scott Yeomans Greater Minneapolis-St. Paul Area Details
Scott Yeomans's Kopp Investment Advisors Experience 1998 - 1999
Job Sr. Practice Development Consultant at Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group  2014 - Present
Crossroads Career Network  2012 - 2015
RBC Wealth Management  2002 - 2013
RBC Wealth Management  2000 - 2002
RBC Wealth Management  1999 - 2000
Kopp Investment Advisors   1998 - 1999
RBC Wealth Management  1992 - 1998
Central district of Oahu   1991 - 1992

Skills
Wealth Management, Leadership, Financial Services, Mutual Funds, Team Building, Training, Series 7, Sales, Strategy, Financial Advisory, Public Speaking, Program Management, Business Development, Executive Coaching, Investment Advisory, Series 63, Sales Management, Employee Training, Management, Project Planning, FINRA, Wealth, Securities, Strategic Financial..., Recruiting, Marketing Strategy, Management Consulting, Budgets, Investments, Asset Allocation, Retirement Planning, Wealth Management..., Investment Strategies, Uniform Combined State..., High Net Worth..., Estate Planning, Retirement, Portfolio Management, Investment Management, Fixed Annuities, Bonds, Financial Planners, 401k, Fixed Income, Series 6, IRAs, Finance, Personal Financial..., Asset Management, Series 24

Education
University of St. Thomas - Opus College of Business   1995 — 1998
MBA, Finance

Minnesota State University, Mankato   1985 — 1990
Bachelor of Science (B.S.), Marketing, Real Estate, and Insurance

World Martial Arts Center   2005 — 2015
2nd Dan, Kumdo

Faith Biblical Counseling Ministries   2012 — 2015
Biblical Counseling

Matt Arens Matt Arens Greater Minneapolis-St. Paul Area Details
Matt Arens's Kopp Investment Advisors Experience February 1997 - September 2013
Job CEO, Senior Portfolio Manager at First Light Asset Management
Industry Investment Management
Experience
First Light Asset Management   September 2013 - Present
Kopp Investment Advisors   February 1997 - September 2013

Skills
Investments, Portfolio Management, Asset Management, Investment Strategies, Equities, Financial Analysis, Asset Managment, Investment Advisory, Equity Research, Alternative Investments, Hedge Funds

Education
Purdue University

Bill Grierson Bill Grierson Greater Minneapolis-St. Paul Area Details
Bill Grierson's Kopp Investment Advisors Experience August 1993 - March 2000
Job Portfolio Manager, Peregrine Capital Management
Industry Investment Management
Experience
Peregrine Capital Management  April 2000 - Present
Kopp Investment Advisors   August 1993 - March 2000
Northern Trust  August 1992 - August 1993

Skills
Equity Research, Equity Valuation, Alternative Investments, Equities, Portfolio Management, Asset Allocation, Valuation, Asset Managment, Investments, Capital Markets, Private Equity, Financial Modeling, Mutual Funds, Investment Banking, Due Diligence, Corporate Finance, Financial Analysis, Investment Management, Investment Strategies, Asset Management

Education
Lawrence University   1988 — 1992
BA, Economics

Mound Westonka

Josh Kozberg Josh Kozberg San Francisco Bay Area Details
Josh Kozberg's Kopp Investment Advisors Experience March 2014 - November 2014
Job Equity Research at Capital Group
Industry Financial Services
Experience
Capital Group  December 2014 - Present
Kopp Investment Advisors   March 2014 - November 2014
Piper Jaffray  September 2012 - March 2014
Oak Ridge Financial  June 2012 - September 2012
Oak Ridge Financial  May 2011 - August 2011
Minneapolis Portfolio Management Group llc   June 2009 - August 2010

Skills
Bonds, Investment Banking, Trading, Securities, Equities, Bloomberg, Financial Modeling, Equity Research, Modeling, Financial Analysis, Traders

Education
University of Kansas   2008 — 2012
Business, Finance

Greg Kulka Greg Kulka Greater Minneapolis-St. Paul Area Details
Greg Kulka's Kopp Investment Advisors Experience August 1991 - August 2006
Job CEO, Guardian Wealth Advisors
Industry Investment Management
Experience
Guardian Wealth Advisors   June 2007 - Present
Kopp Investment Advisors   August 1991 - August 2006
Dain Bosworth  1987 - 1991

Skills
Registered Investment..., Exchange Traded Funds..., Mutual Funds, Investment products, Distribution development, Asset Management, Separately Managed..., Investment Advisory, Investment Strategies, Wealth, Investments, Retirement Planning, Financial Analysis, Portfolio Management, Asset Allocation

Education
University of Minnesota-Twin Cities
BA, Communications

Dan Garofalo Dan Garofalo Greater Minneapolis-St. Paul Area Details
Dan Garofalo's Kopp Investment Advisors Experience November 2013 - Present
Job Senior Portfolio Manager Healthcare at Kopp Investment Advisors
Industry Financial Services
Experience
Kopp Investment Advisors   November 2013 - Present
Piper Jaffray  February 2010 - November 2013
Dunham Partners   June 2009 - September 2009
Pfizer Inc.  2004 - 2008
Andersen Windows  January 2000 - October 2004
Andersen Windows  June 1998 - January 2000

Skills
Valuation, Stock Picking, Firm Valuation, Capital Structure, Value Investing, Equity Research, Investments, Portfolio Management, Finance, Equities, Financial Analysis, Financial Modeling

Education
University of Minnesota - Carlson School of Management   2007 — 2010
MBA, Finance

University of St. Thomas   1994 — 1998
BS, Business Administration

Steve Triplett Steve Triplett Greater Minneapolis-St. Paul Area Details
Steve Triplett's Kopp Investment Advisors Experience June 1996 - January 2009
Job Retail Energy Originator at U.S. Energy Services
Industry Oil & Energy
Experience
U.S. Energy Services   December 2013 - Present
U.S. Energy Services   November 2012 - December 2013
Punch and Associates Investment Management   July 2011 - October 2011
eLeaf Media   September 2010 - January 2011
Mairs and Power, Inc  April 2009 - July 2009
Kopp Investment Advisors   June 1996 - January 2009
American Express Financial Advisors  April 1995 - June 1996
American Express Financial Advisors  March 1993 - April 1995

Education
St. Olaf College   1985 — 1989

Brett Johnson, CFA Brett Johnson, CFA Greater Minneapolis-St. Paul Area Details
Brett Johnson, CFA's Kopp Investment Advisors Experience June 2010 - September 2013
Job Principal, Senior Research Analyst
Industry Financial Services
Experience
First Light Asset Management   September 2013 - Present
Kopp Investment Advisors   June 2010 - September 2013
Rocket Capital Management   November 2005 - June 2010
Piper Jaffray  April 2005 - November 2005

Skills
Financial Modeling, Financial Analysis, Equity Valuation, Financial Statement..., Cash Flow Forecasting, Equity Research, Portfolio Management, Asset Managment, Investments, Mutual Funds, Bloomberg, Equities, Investment Strategies, Hedge Funds, Chartered Financial..., Capital Markets

Education
Cedarville University   2001 — 2004
Bachelors, Finance

Adam Engebretson, CFA Adam Engebretson, CFA Greater Minneapolis-St. Paul Area Details
Adam Engebretson, CFA's Kopp Investment Advisors Experience March 2015 - Present
Job Portfolio Manager at Kopp Investment Advisors
Industry Investment Management
Experience
Kopp Investment Advisors   March 2015 - Present
Piper Jaffray  May 2010 - March 2015
Allianz Investment Management  June 2009 - August 2009
Raymond James Financial Services  January 2005 - August 2008

Skills
Equity Research, Equities, Valuation, Financial Modeling, Finance

Education
University of Minnesota - Carlson School of Management   2008 — 2010
MBA

Bethel University   2001 — 2005
Bachelor of Arts

Susan Loschenkohl Susan Loschenkohl Greater Minneapolis-St. Paul Area Details
Susan Loschenkohl's Kopp Investment Advisors Experience 1993 - 2007
Job Founder of Skovbo Creative
Industry Design
Experience
Guardian Wealth Advisors   June 2007 - Present
Skovbo Creative   2007 - Present
Kopp Investment Advisors   1993 - 2007

Education
University of Minnesota-Twin Cities   1986 — 1991
BA, International Relations, Scandinavian Studies

Peter Conrad Peter Conrad Greater Minneapolis-St. Paul Area Details
Peter Conrad's Kopp Investment Advisors Experience October 2010 - May 2014
Job Senior Data Analyst at First Light Asset Management
Industry Financial Services
Experience
First Light Asset Management   October 2014 - Present
Kopp Investment Advisors   October 2010 - May 2014
Carlson Capital Management  September 2008 - October 2010
Kopp Investment Advisors   January 1995 - August 2008

Skills
Investments, Equities, Investment Strategies, Portfolio Management, Hedge Funds, Asset Management, Equity Research, Alternative Investments, Mutual Funds, Bloomberg, Equity Valuation, Investor Relations, Series 63, Private Equity, Series 7, Financial Modeling

Education
University of Minnesota - Carlson School of Management   1993 — 1997
MBA, Finance

Minnesota State University, Moorhead   1982 — 1986
B.S., Finance, Economics

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