Jonathan Michael Koop

Portfolio Manager-Equities at

Bedel Financial Consulting, Inc.

Finance

Consumer Services

Profile

Mr. Jonathan M.
Koop, CFA, is a Senior Portfolio Manager & Manager of Investment Management at Bedel Financial Consulting, Inc. His work is to ensure that a client’s investments are properly aligned to help them achieve their unique financial goals.
Through his research and analysis for the Investment Committee, he identifies new attractive investment opportunities and regularly monitor investments that are currently used in our clients' portfolios.
He has over five years of experience in the financial services industry, his 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.
Mr. Koop was previously employed as a Senior Investment Associate by Cambridge Associates LLC and a Financial Advisor by Edward Jones Trust Co. He received his undergraduate degree from the University of Notre Dame and a graduate degree from the University of Notre Dame.

Jonathan Michael Koop active positions

Companies	Position	Start
Bedel Financial Consulting, Inc. Bedel Financial Consulting, Inc. Investment ManagersFinance Bedel Financial designs portfolios from a list of approved investments customized to meet each client’s goals and tolerance for risk. The firm conducts its own in-house investment research and decisions are agreed upon as a committee. They are a tax-aware investor and will not force the sale of highly appreciated investments if it is not appropriate given the client’s tax situation.	Portfolio Manager-Equities	2017-11-30

All active positions of Jonathan Michael Koop

Former positions of Jonathan Michael Koop

Companies	Position	End
Cambridge Associates LLC Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term.	Corporate Officer/Principal	2017-11-30
Edward Jones Trust Co. Edward Jones Trust Co. Savings BanksFinance Operates as a federally chartered savings bank	Corporate Officer/Principal	2015-05-31

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Linked companies

Private companies	4
Edward Jones Trust Co. Edward Jones Trust Co. Savings BanksFinance Operates as a federally chartered savings bank	Finance
University of Notre Dame University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cambridge Associates LLC Cambridge Associates LLC Investment ManagersFinance Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term.	Finance
Bedel Financial Consulting, Inc. Bedel Financial Consulting, Inc. Investment ManagersFinance Bedel Financial designs portfolios from a list of approved investments customized to meet each client’s goals and tolerance for risk. The firm conducts its own in-house investment research and decisions are agreed upon as a committee. They are a tax-aware investor and will not force the sale of highly appreciated investments if it is not appropriate given the client’s tax situation.	Finance