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Tom Kopas
Algemeen Directeur bij
Pring Turner Capital Group, Inc.
Profiel
Mr. Thomas J.
Kopas is an Investment Advisor at Pring Turner Capital Group, Inc. He joined the firm investment advisory team in 2002.
He began his career as a financial advisor at Dean Witter’s Walnut Creek office in 1981 and spent over two decades developing a conservative investment advisory strategy while at major Wall Street firms.
He is a graduate of the University of California at Berkeley.
Actieve functies van Tom Kopas
| Bedrijven | Functie | Begin |
|---|---|---|
Pring Turner Capital Group, Inc.
 Pring Turner Capital Group, Inc. Investment ManagersFinance PTCG utilizes an active asset allocation management process built around the ebb and flows of a business cycle. The firm manages conservative balanced portfolios of equities and fixed income investments. Quality, value and income are emphasized and characteristic of their portfolios. PTCG’s management services are tailored to each client's objectives and risk tolerances within its overall conservative philosophy. | Algemeen Directeur | 01-01-2002 |
Eerdere bekende functies van Tom Kopas
| Bedrijven | Functie | Einde |
|---|---|---|
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Dean Witter
 Dean Witter Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Opleiding van Tom Kopas
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
99
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Dean Witter
Dean Witter Investment ManagersFinance Investment management | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Pring Turner Capital Group, Inc.
Pring Turner Capital Group, Inc. Investment ManagersFinance PTCG utilizes an active asset allocation management process built around the ebb and flows of a business cycle. The firm manages conservative balanced portfolios of equities and fixed income investments. Quality, value and income are emphasized and characteristic of their portfolios. PTCG’s management services are tailored to each client's objectives and risk tolerances within its overall conservative philosophy. | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
