Tom Kopas

Vorstandsvorsitzender bei

Pring Turner Capital Group, Inc.

Finance

Consumer Services

Profil

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.

Aktive Positionen von Tom Kopas

Unternehmen	Position	Beginn
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.	Vorstandsvorsitzender	01.01.2002

Alle aktiven Positionen von Tom Kopas

Ehemalige bekannte Positionen von Tom Kopas

Unternehmen	Position	Ende
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	-

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	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