Jonathan Koop, CFA

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Sr. Portfolio Manager and
Manager of Investment Management

As a Sr. Portfolio Manager I work to ensure that each client's investment portfolio is properly aligned to help them achieve their unique financial goals. Through research and analysis on the Investment Committee, I identify new attractive investment opportunities and regularly monitor our current investments. As Manager of Investment Management my role is to oversee the day-to-day operations of each of the members of the Investment Team to ensure that we are providing the best service to our clients as efficiently and effectively as possible.

Personal Investment Experience

  • Nearly 10 years of experience in the financial services industry
  • Experience includes investment research and analysis of large private wealth and institutional clients, as well as the developing and monitoring of investment portfolios to meet client goals

Career History

  • Bedel Financial Consulting, Inc., Sr. Portfolio Manager
  • Cambridge Associates, LLC, Sr. Investment Associate
  • Edward Jones, Financial Advisor

Education 

  • Awarded Chartered Financial Analyst designation
  • Master of Arts and Letters, Education, University of Notre Dame, 2012
  • Bachelor of Arts and Letters, Economics and Political Science, University of Notre Dame, 2010

Check out more fun facts about Jonathan:

Meet the Bedel Team | Jonathan Koop, CFA


BLOG POSTS

Image for Choices for Investing Cash

Mar 4, 2024

Choices for Investing Cash

Treasury bonds might be a good fit if you prioritize safety and are comfortable with limited liquidity. However, if immediate access to your money is crucial, a money market fund might be preferable.

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Nov 27, 2023

Are You at Risk of Concentrated Returns?

The Magnificent Seven is a collection of the largest and best-performing stocks in the U.S. These stocks have all skyrocketed in 2023 and contributed a big chunk of the return in the S&P 500 Index.

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Sep 18, 2023

Eli Lilly’s Tremendous Year Leaves Investors with Big Decisions

While the meteoric rise of Lilly stock has been a boon to many investors, managing the new risks associated with the stock is an important consideration to preserve gains and minimize risks for the total portfolio.

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Jun 13, 2023

Hedging Risks with Structured Notes

Structured notes can be used to replace existing exposures in your portfolio with a product that offers downside protection and amplified upside returns.

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Mar 16, 2023

Silicon Valley Bank and the Bank Term Funding Program (BTFP)

The Fed's actions prevented a widespread run on the banks. However, market volatility will ensue as investors weigh the quickly changing landscape in the U.S. and abroad.

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Jan 9, 2023

Secure 2.0 Act: What Does it Mean for You?

In late December of 2022, Congress passed, and President Biden signed the $1.7 trillion omnibus spending bill. One part of the bill is the SECURE 2.0 Act, which expands on the original SECURE Act of 2019 by enhancing many features related to investors.

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Sep 28, 2022

The Doves Have Left the Nest

Statements by Fed Chairman Jerome Powell on August 26th poured cold water on the stock market rally. Powell has been using strong language to reiterate the Federal Reserve's position that tackling inflation remains the central bank's number one priority, and they intend to maintain this policy even if it causes "pain" to the markets or economy.

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Jul 25, 2022

High Inflation, Strong Dollar…A Contradiction?

While a strengthening dollar has provided relief for US consumers against inflation, if the dollar were to fall against other currencies, this benefit would dissipate and expose Americans to further inflation from increasing import costs.

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Jun 14, 2022

Are We Headed For a Recession? Were We In a Recession? Does it Matter?

After the Federal Reserve began raising its Federal Funds discount rate, the headlines predictably shifted to guess whether these actions would cause an economic slowdown and a recession.

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Jun 6, 2022

Market Jitters - Don’t Panic!

As equity and fixed income assets across the globe decline in unison, it is imperative to tune out the noise of day-to-day headlines and remain committed to the strategy of a personalized financial plan.

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Apr 28, 2022

Give your Portfolio a Boost: Diversify During Cyclical Markets

Cyclical markets can be unsettling: increased market swings and volatility can scare even the most seasoned of investors. But these market cycles can be used to your advantage. Jonathan explains how to make the market cycles work to your portfolio’s benefit.

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Jan 24, 2022

Hawkish Fed: Good for Your Portfolio?

The Fed has tremendous influence over the economy and the markets. After years of stimulus, it must navigate an unenviable balancing act of combating inflation without rattling confidence in the markets.