Jonathan Koop, CFA
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 the Manager of Investment Management my role is to oversee the day-to-day operations of each members of the Investment Team to ensure that we are efficiently and effectively working to provide the best service to our clients.
Personal Investment Experience
- Approximately 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 portfolios to meet client goals
- Bedel Financial Consulting, Inc., Portfolio Manager
- Cambridge Associates, LLC, Sr. Investment Associate
- Edward Jones, Financial Advisor
- 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:
While gas prices in Indiana are often below the national average, experts predict that the U.S.'s average price could exceed $4.00 per gallon later this summer. As prices at the pump increase, other transportation modes are also likely to see meaningful increases in their prices.
While many view the Gamestop "short squeeze" as a victory for the 'little guy,' the story remains unfinished. Many individual investors stand to lose out considerably if the share price falls back to realistic valuations.
The role central banks across the world played in orchestrating an economic recovery cannot be understated. While their efforts succeeded in pushing the stock market to fresh record highs, the prospect of meaningful future price inflation as a consequence is very real.
While it seems the economy has bottomed out and the recovery has begun, high unemployment and the prospect of a "second wave" of COVID-19 cases continues to create uncertainty for many businesses, including the real estate market.
This spring, the Federal Reserve lowered the Fed Funds rate to zero percent. This left investors scrambling to find ways to earn interest on their cash. Luckily, there are options available.
Headlines recently proclaimed that the price of crude oil plunged below zero for the first time in history. However, you probably noticed that your local gas station was not giving away its fuel for free. So what exactly happened in the oil markets?
Have you taken a look at your investment portfolio? During times of uncertainty, it is important not to get lost in the daily headlines. Concentrate on keeping everything in perspective. Let’s take a step back and remind ourselves of where we were not so long ago and look for where we might be headed in the next few weeks.
Has the climb of stock prices caused investors to forget about the importance of having protection in their portfolios to guard against corrections? Maybe defined outcome investments are what you need.
You don’t need to wait until the end of the year to take advantage of tax-loss harvesting. Minimizing your tax obligation through effective tax-loss harvesting strategies can help your investment portfolio grow.
What is the debt ceiling and why is it important? In the wake of the recent budget agreement, the debt ceiling has been temporarily suspended. What does the suspension of the debt ceiling mean, and how could it affect you? We’ve examined the recent deal and discuss the potential pitfalls of operating without a cap on the country’s debt.
Making the correct financial decisions in your 40s can have important ramifications on the success of your long-term and retirement plans.
Simon Pagenaud might have taken this year’s checkered flag at the Indy 500, but you can still take the flag for your finances. With the support of a team and flexibility for those unplanned things that can throw a monkey wrench in your plans, you could find yourself steering your finances into the winner’s circle!