Profile
Mr. David O.
Koch is President & Chief Compliance Officer at Windsor Financial Group LLC.
With over 30 years of investment management experience, David also serves as a senior portfolio manager for individual and institutional clients.
Prior to joining Windsor in 1996, Mr, Koch served as Managing Director and a Portfolio Manager for Alla Investment Management, Inc.
He received his Bachelor’s degree and MBA degree from the University of Wisconsin.
Former positions of David Owen Koch
| Companies | Position | End |
|---|---|---|
Windsor Financial Group LLC
 Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | President | 31/08/2017 |
Training of David Owen Koch
| University of Wisconsin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Finance |
- Stock Market
- Insiders
- David Owen Koch
