Profil
Kevin Cope worked as a Principal at Advisors Asset Management, Inc. He then worked as an Investment Analyst at CSat Investment Advisory LP from 2016 to 2018.
He received his undergraduate degree from Michigan State University.
Ehemalige bekannte Positionen von Kevin Cope
| Unternehmen | Position | Ende |
|---|---|---|
CSat Investment Advisory LP
 CSat Investment Advisory LP Investment ManagersFinance CSat Investment Advisory LP is an independent hedge fund management firm headquartered in Ann Arbor, Michigan. The firm was founded in 2006 by Claes Fornell, John Cattier and Phil Bak. It provides investment advice to high net worth investors. | Analyst-Equity | 01.05.2018 |
Advisors Asset Management, Inc.
 Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Corporate Officer/Principal | 01.10.2016 |
Ausbildung von Kevin Cope
| Michigan State 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 | 2 |
|---|---|
CSat Investment Advisory LP
CSat Investment Advisory LP Investment ManagersFinance CSat Investment Advisory LP is an independent hedge fund management firm headquartered in Ann Arbor, Michigan. The firm was founded in 2006 by Claes Fornell, John Cattier and Phil Bak. It provides investment advice to high net worth investors. | Finance |
Advisors Asset Management, Inc.
Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Finance |
