Matt Kopsky

Chief Executive Officer at HM Capital Management LLC

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Profile

Mr. Matthew E.
Kopsky is a President & Chief Executive Officer at HM Capital Management LLC.
He is also a Co-Founder of HM Capital Management and is primarily responsible for the overall strategic direction of the Firm and oversight of Institutional and Family Advisory Clients.
He has over 25 years of investment advisory experience.
Mr. Kopsky was Senior Vice President–Institutional Consulting at Wachovia Securities prior to establishing HM Capital Management.
Prior to entering the investment advisory industry, he was Vice President in the corporate banking departments of Mark Twain Banks and Boatmen’s Banks.
He earned his BSBA from Creighton University with an emphasis in Accounting and Finance.
He is a DALBAR Registered Fiduciary (RF TM) and is a long standing member of the Investment Management Consultants Association.

Matt Kopsky active positions

Companies	Position	Start
HM Capital Management LLC HM Capital Management LLC Investment ManagersFinance HM Capital Management LLC (HMCM) is an independent investment advisory firm headquartered in Clayton, Missouri. The firm was founded in 2005 by Matthew Kopsky, Karen Gloriod and Maribeth Snodgass. HMCM provides wealth management services to affluent families and retirement planning to institutional clients.	Chief Executive Officer	31/12/2018

All active positions of Matt Kopsky

Former positions of Matt Kopsky

Companies	Position	End
Wachovia Securities, Inc.	Corporate Officer/Principal	29/04/2005
PaineWebber, Inc.	Corporate Officer/Principal	30/12/1998
UBS AG (New York) UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.	Corporate Officer/Principal	30/12/1998

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Training of Matt Kopsky

Creighton University

Undergraduate Degree

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Linked companies

Private companies	4
HM Capital Management LLC HM Capital Management LLC Investment ManagersFinance HM Capital Management LLC (HMCM) is an independent investment advisory firm headquartered in Clayton, Missouri. The firm was founded in 2005 by Matthew Kopsky, Karen Gloriod and Maribeth Snodgass. HMCM provides wealth management services to affluent families and retirement planning to institutional clients.	Finance
Wachovia Securities, Inc.	Finance
PaineWebber, Inc.	Finance
UBS AG (New York) UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients.	Finance

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