Career history of Dick Paul Kopp
Former positions of Dick Paul Kopp
| Companies | Position | Start | End |
|---|---|---|---|
Inverness Counsel LLC
 Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients. | Investment Committee Member | 31/12/1987 | 30/12/1995 |
| Portfolio Manager-Equities | 31/12/1987 | 30/12/1995 | |
| Corporate Officer/Principal | 31/12/1987 | 30/12/1995 | |
Wells Fargo Bank West, NA (Denver, Colorado)
 Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Headquartered in Denver, Colorado, Wells Fargo Bank West is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Corporate Officer/Principal | 31/12/1962 | 30/12/1982 |
Northstar Investment Advisors LLC
 Northstar Investment Advisors LLC Investment ManagersFinance Northstar Investment Advisors LLC (NIA) is an investment advisory firm headquartered in Denver, Colorado. It was founded in 1995 by Dick Kopp, Frederick Taylor and Robert Van Wetter. In 2021, the firm merged with Beacon Pointe Advisors LLC. NIA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, banking or thrift institutions, ERISA accounts, other investment advisors, and charitable organizations. | Analyst-Equity | 30/10/2001 | - |
| Chief Investment Officer | 30/10/2001 | - | |
| Director of Research - Equity | 18/10/2010 | - | |
| Head-Equity Investments | 30/10/2001 | 18/10/2010 | |
| Founder | 21/09/2010 | - | |
| Investment Committee Member | 30/10/2001 | - | |
| Portfolio Manager-Equities | 30/10/2001 | - |
Training of Dick Paul Kopp
| University of Denver | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Investment Committee Member | 2 |
| Corporate Officer/Principal | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Northstar Investment Advisors LLC
Northstar Investment Advisors LLC Investment ManagersFinance Northstar Investment Advisors LLC (NIA) is an investment advisory firm headquartered in Denver, Colorado. It was founded in 1995 by Dick Kopp, Frederick Taylor and Robert Van Wetter. In 2021, the firm merged with Beacon Pointe Advisors LLC. NIA provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, banking or thrift institutions, ERISA accounts, other investment advisors, and charitable organizations. | Finance |
Inverness Counsel LLC
Inverness Counsel LLC Investment ManagersFinance Inverness Counsel LLC is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1967 and provides investment management services on both discretionary and non-discretionary bases to individual, family, trust, pension and profit-sharing plan, tax-exempt organization and other institutional clients. | Finance |
Wells Fargo Bank West, NA (Denver, Colorado)
Wells Fargo Bank West, NA (Denver, Colorado) Major BanksFinance Headquartered in Denver, Colorado, Wells Fargo Bank West is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Finance |
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