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 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
- Bedel Financial Consulting, Inc., Sr. 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:
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.
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.
Structured notes can be used to replace existing exposures in your portfolio with a product that offers downside protection and amplified upside returns.
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.
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.
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.
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.
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.
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.
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.
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.
This inflation rate far surpasses the Federal Reserve's target of achieving an average inflation rate of 2% per year. Yet, despite this data, Fed Chair Jerome Powell has dismissed inflation concerns throughout much of the year because he believed higher prices were 'transitory.'