Matt Kopsky
Director Ejecutivo en HM Capital Management LLC .
Perfil
Mr. Matthew E.
Kopsky is a President & Chief Executive Officer at HM Capital Management LLC.
He is also a Co-Founder of HM Capital Management and is primarily responsible for the overall strategic direction of the Firm and oversight of Institutional and Family Advisory Clients.
He has over 25 years of investment advisory experience.
Mr. Kopsky was Senior Vice President–Institutional Consulting at Wachovia Securities prior to establishing HM Capital Management.
Prior to entering the investment advisory industry, he was Vice President in the corporate banking departments of Mark Twain Banks and Boatmen’s Banks.
He earned his BSBA from Creighton University with an emphasis in Accounting and Finance.
He is a DALBAR Registered Fiduciary (RF TM) and is a long standing member of the Investment Management Consultants Association.
Cargos activos de Matt Kopsky
| Empresas | Cargo | Inicio |
|---|---|---|
HM Capital Management LLC
 HM Capital Management LLC Investment ManagersFinance HM Capital Management LLC (HMCM) is an independent investment advisory firm headquartered in Clayton, Missouri. The firm was founded in 2005 by Matthew Kopsky, Karen Gloriod and Maribeth Snodgass. HMCM provides wealth management services to affluent families and retirement planning to institutional clients. | Director Ejecutivo | 01/01/2019 |
Antiguos cargos conocidos de Matt Kopsky.
| Empresas | Cargo | Fin |
|---|---|---|
| Wachovia Securities, Inc. | Corporate Officer/Principal | 30/04/2005 |
| PaineWebber, Inc. | Corporate Officer/Principal | 31/12/1998 |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 31/12/1998 |
Formación de Matt Kopsky.
| Creighton University | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
HM Capital Management LLC
HM Capital Management LLC Investment ManagersFinance HM Capital Management LLC (HMCM) is an independent investment advisory firm headquartered in Clayton, Missouri. The firm was founded in 2005 by Matthew Kopsky, Karen Gloriod and Maribeth Snodgass. HMCM provides wealth management services to affluent families and retirement planning to institutional clients. | Finance |
| Wachovia Securities, Inc. | Finance |
| PaineWebber, Inc. | Finance |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
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