Sam Koopman
Gestor de Cartera-Acciones en Bahl & Gaynor, Inc. .
Perfil
Mr. Samuel L.
Koopman is a Senior Wealth Advisor & Principal at Bahl & Gaynor, Inc. Mr. Koopman has a local focus working primarily with high net worth individuals and families.
In addition to managing client portfolios, his expertise extends into Bahl & Gaynor’s financial planning efforts available to direct clients of the firm and includes cash flow planning, generational wealth preservation and transfer, and developing strategies for those in and working towards retirement.
He worked as an intern with Bahl & Gaynor while pursuing his undergraduate degree.
He received his Bachelor of Science in Business Administration major in Finance degree from Xavier University.
Mr. Koopman is also a CFP professional.
Cargos activos de Sam Koopman
Empresas | Cargo | Inicio |
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Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Gestor de Cartera-Acciones | 01/07/2018 |
Formación de Sam Koopman.
Xavier University | Undergraduate Degree |
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Bahl & Gaynor, Inc.
Bahl & Gaynor, Inc. Investment ManagersFinance Bahl & Gaynor, Inc. (B&G) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. They also do-business-as Bahl & Gaynor Investment Counsel. The firm was founded by William Bahl and Vere Gaynor in 1990. B&G provides advisory services to individual and institutional clients. | Finance |
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