Jonathan Koop, CFA
As a portfolio manager, I work to ensure that a client’s investments are properly aligned to help them achieve their unique financial goals. Through my research and analysis for the Investment Committee, I identify new attractive investment opportunities and regularly monitor investments that are currently used in our clients' portfolios.
Personal Investment Experience
- Over five 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
Investors, the bond market’s yield curve is indicting the possibility of impending recession! However, while the shape of the yield curve can be used as a tool to project the future health of the economy, it is not a crystal ball. Read on for a better understanding of yield curves and how this trend could impact you.
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