Brian Koepp

Brian Koepp Email and Phone Number

Chief Investment Officer at Sonnet, LLC @
Brian Koepp's Location
Frisco, Texas, United States, United States
Brian Koepp's Contact Details
About Brian Koepp

Lead portfolio manager on strategic & tactical money management strategies.

Brian Koepp's Current Company Details
Sonnet, LLC

Sonnet, Llc

Chief Investment Officer at Sonnet, LLC
Brian Koepp Work Experience Details
  • Sonnet, Llc
    Chief Investment Officer
    Sonnet, Llc Apr 2016 - Present
    Lead portfolio manager on strategic, tactical, passive, active, value, tax-efficient, absolute return and long/short money management strategies.
  • The Institute For Wealth Management
    Chief Investment Officer
    The Institute For Wealth Management May 2013 - Jun 2014
    Lead manager on strategic & tactical money management strategies.
  • Onyx Wealth Advisors
    Chief Investment Officer
    Onyx Wealth Advisors Jul 2005 - May 2013
    Dallas/Fort Worth Area
    Lead manager on strategic & tactical money management strategies.
    View
  • Wealth Management Advisors
    Money Manager
    Wealth Management Advisors Oct 2003 - Jul 2005
    Houston, Texas Area
    Lead money manager
    View

Brian Koepp Skills

Alternative Investments Strategic Financial Planning Financial Advisory Investment Strategies Trading Investment Management Bonds Money Management Asset Allocation Investment Advisory Retirement Planning Wealth Management Mutual Funds

Brian Koepp Education Details

Frequently Asked Questions about Brian Koepp

What company does Brian Koepp work for?

Brian Koepp works for Sonnet, Llc

What is Brian Koepp's role at the current company?

Brian Koepp's current role is Chief Investment Officer at Sonnet, LLC.

What is Brian Koepp's email address?

Brian Koepp's email address is br****@****uno.com

What is Brian Koepp's direct phone number?

Brian Koepp's direct phone number is +128185*****

What schools did Brian Koepp attend?

Brian Koepp attended Texas A&m University, University Of Houston.

What skills is Brian Koepp known for?

Brian Koepp has skills like Alternative Investments, Strategic Financial Planning, Financial Advisory, Investment Strategies, Trading, Investment Management, Bonds, Money Management, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management.

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