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 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

Career History

  • Bedel Financial Consulting, Inc., 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 China’s Real Estate Problem

Oct 4, 2021

China’s Real Estate Problem

With the real estate bubble that has been the driving force behind China’s explosive growth deflating, future growth must come from elsewhere.

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Sep 16, 2021

Reset Your Expectations

Stocks inevitably encounter rough patches and periods of increased volatility. While investors have benefited from seven straight months of increases in the equity markets, it is important to remember the cyclical nature of markets.

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Jul 12, 2021

Take the Job or Unemployment?

The impact of COVID-era federal programs and interventions is still with us. Barring an extension of the federal unemployment insurance program from Congress, these benefits will expire in just a few months and could provide a tailwind for employment and growth.

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Jul 8, 2021

Inflation and the Market: Back to the Future

The cloudy picture presented by historical data from the impact of inflation and tax increases on the market underscores the importance of developing a long-term investment strategy and maintaining your diversified allocation to the proper mix of stock and bonds

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Apr 5, 2021

Summer Sizzle: $4 per Gallon Gas!

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.

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Jan 28, 2021

GameStop Mania

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.

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Jan 18, 2021

Inflation and the Great Fed Money Pump

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.

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Dec 2, 2020

How COVID-19 Impacts Real Estate

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.

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Aug 10, 2020

Got Cash…Want Interest!

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.

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May 4, 2020

Confusion in the Oil Markets

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?

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Mar 16, 2020

Markets Don’t Like Unknowns!

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.

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Feb 3, 2020

Defining Your Investment Outcome: Is it Possible?

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.