Profil
Mr. Kenneth W.
Cooperman is a Director of Client Service at Windrose Advisors LLC.
Previously, he headed Investment Operations at Athena Capital Advisors, a multi-family office where he helped build the wealth management practice by managing client administration, trading and reporting.
Before Athena, he worked as Director of Client Services at Thinking Investments, a portfolio management technology platform start-up.
Before joining Thinking Investments, he helped launch three start-up ventures in the Boston area: JP Morgan Online, DE Shaw’s FarSight Financial Services and Advisor Investment Management.
He earned a BS from Providence College and an MBA from Northeastern University.
Ehemalige bekannte Positionen von Kenneth William Cooperman
| Unternehmen | Position | Ende |
|---|---|---|
Fiduciary Trust International LLC
 Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Trading-Equity | 31.12.2008 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
D. E. Shaw & Co. LP
 D. E. Shaw & Co. LP Investment ManagersFinance D. E. Shaw & Co. LP (DESCO) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1992 by David Elliot Shaw. DESCO serves as the managing member, manager and/or investment advisor of certain entities in the D. E. Shaw Group and provides investment advice to several affiliated hedge funds and other entities. The investor base of the funds includes institutional investors and other highly sophisticated, high-net worth participants. | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
JPMorgan Services (Malaysia) Sdn. Bhd.
 JPMorgan Services (Malaysia) Sdn. Bhd. Financial ConglomeratesFinance Part of JPMorgan Chase & Co., JPMorgan Services (Malaysia) Sdn. Bhd. operates a Malaysian investment company. Steve Clayton has been the CEO of the company since 2011. | Corporate Officer/Principal | - |
Ausbildung von Kenneth William Cooperman
| Providence College | Undergraduate Degree |
| Northeastern University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private Unternehmen | 4 |
|---|---|
JPMorgan Services (Malaysia) Sdn. Bhd.
JPMorgan Services (Malaysia) Sdn. Bhd. Financial ConglomeratesFinance Part of JPMorgan Chase & Co., JPMorgan Services (Malaysia) Sdn. Bhd. operates a Malaysian investment company. Steve Clayton has been the CEO of the company since 2011. | Finance |
D. E. Shaw & Co. LP
D. E. Shaw & Co. LP Investment ManagersFinance D. E. Shaw & Co. LP (DESCO) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1992 by David Elliot Shaw. DESCO serves as the managing member, manager and/or investment advisor of certain entities in the D. E. Shaw Group and provides investment advice to several affiliated hedge funds and other entities. The investor base of the funds includes institutional investors and other highly sophisticated, high-net worth participants. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Finance |
