Jim Kopas
Portfolio Manager-Aktien bei Pring Turner Capital Group, Inc.
Profil
Mr. James W.
Kopas, CFA, is an Investment Advisor & Financial Planner at Pring Turner Capital Group, Inc.
He started his carrier as an investment advisor in Walnut Creek, California.
He received his undergraduate degree from Santa Clara University in 2005.
In 2013 he earned the Chartered Financial Analyst designation.
Aktive Positionen von Jim Kopas
| Unternehmen | Position | Beginn |
|---|---|---|
Pring Turner Capital Group, Inc.
 Pring Turner Capital Group, Inc. Investment ManagersFinance Pring Turner Capital Group, Inc. (PTCG) is an independent registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Martin J. Pring and Joe D. Turner in 1988. PTCG offers investment advisory services on a fee-only basis to individuals, IRAs, family trusts, corporations, corporate retirement plans, foundations, and other investment advisers. | Portfolio Manager-Aktien | 01.01.2009 |
Ausbildung von Jim Kopas
| Santa Clara University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Pring Turner Capital Group, Inc.
Pring Turner Capital Group, Inc. Investment ManagersFinance Pring Turner Capital Group, Inc. (PTCG) is an independent registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Martin J. Pring and Joe D. Turner in 1988. PTCG offers investment advisory services on a fee-only basis to individuals, IRAs, family trusts, corporations, corporate retirement plans, foundations, and other investment advisers. | Finance |
