Eric Thomas Koeplin
Director/Board Member at The Christian Community Foundation, Inc.
Profile
Eric Thomas Koeplin was the founder of BOK Financial Private Wealth, Inc., where he held the title of President & Chief Investment Officer from 1996 to 2018.
He is currently a Director at The Christian Community Foundation, Inc. Mr. Koeplin obtained an undergraduate degree and an MBA from The University of Colorado.
Eric Thomas Koeplin active positions
| Companies | Position | Start |
|---|---|---|
The Christian Community Foundation, Inc.
 The Christian Community Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services The Christian Community Foundation, Inc. provides charitable giving services and educational resources. It is a helping aid and support for ministries and charitable organizations. The company was founded in 1980 and is headquartered in Colorado Springs, CO. | Director/Board Member | - |
Former positions of Eric Thomas Koeplin
| Companies | Position | End |
|---|---|---|
BOK Financial Private Wealth, Inc.
 BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | Founder | 08/05/2018 |
Training of Eric Thomas Koeplin
| The University of Colorado | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | Finance |
The Christian Community Foundation, Inc.
The Christian Community Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services The Christian Community Foundation, Inc. provides charitable giving services and educational resources. It is a helping aid and support for ministries and charitable organizations. The company was founded in 1980 and is headquartered in Colorado Springs, CO. | Commercial Services |
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