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Tom Kopas
Chief Executive Officer at Pring Turner Capital Group, Inc.
Profile
Mr. Thomas J.
Kopas is an Investment Advisor & Financial Planner 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.
Tom Kopas active positions
Companies | Position | Start |
---|---|---|
Pring Turner Capital Group, Inc.
![]() Pring Turner Capital Group, Inc. Investment ManagersFinance Pring Turner Capital Group, Inc. (PTCG) is an independent registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Martin J. Pring and Joe D. Turner in 1988. PTCG offers investment advisory services on a fee-only basis to individuals, IRAs, family trusts, corporations, corporate retirement plans, foundations, and other investment advisers. | Chief Executive Officer | 31/12/2001 |
Former positions of Tom Kopas
Companies | Position | End |
---|---|---|
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Dean Witter | Corporate Officer/Principal | - |
Training of Tom Kopas
University of California, Berkeley | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
---|---|
Dean Witter | Finance |
Smith Barney & Co., Inc. | Finance |
Pring Turner Capital Group, Inc.
![]() Pring Turner Capital Group, Inc. Investment ManagersFinance Pring Turner Capital Group, Inc. (PTCG) is an independent registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Martin J. Pring and Joe D. Turner in 1988. PTCG offers investment advisory services on a fee-only basis to individuals, IRAs, family trusts, corporations, corporate retirement plans, foundations, and other investment advisers. | Finance |
Merrill Lynch & Co., Inc. | Finance |
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