Profile
Steven Kenneth Copulsky worked as a Director-Investments at Schroder Mortgage Associates Lp from 1995 to 1998.
He then worked as a Principal at Chemical Bank Corp.
and Conning, Inc. from 1998 to 2002.
After that, he worked as a Principal at Citigroup Asset Management, EFG Laran SA, and Banca della Svizzera Italiana AG.
He also worked as a Member at Prima Capital Advisors LLC.
Copulsky holds an MBA from The Trustees of Columbia University in The City of New York and an undergraduate degree from the University of Pennsylvania.
Former positions of Steven Kenneth Copulsky
Companies | Position | End |
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Conning, Inc.
Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients. | Portfolio Manager-Fixed Income | 2002-12-30 |
Schroder Mortgage Associates Lp
Schroder Mortgage Associates Lp Finance/Rental/LeasingFinance Part of Assicurazioni Generali SpA, Schroder Mortgage Associates Lp is a company that provides mortgage banking services. The company is based in New York, NY. Schroder Mortgage Associates was acquired by Conning, Inc., part of Assicurazioni Generali SpA from July 02, 2001 on August 18, 1998 for $25 million. | Corporate Officer/Principal | 1998-07-30 |
EFG Laran SA
EFG Laran SA Investment ManagersFinance EFG Laran SA (EFG Laran) is the Swiss investment management subsidiary of BSI SA (Private Banking), itself a subsidiary of EFG International AG (SW: EFGN; ADR: EFGXY) in Switzerland. Formerly known as BSI Service Holding SA, the firm was established in 1873 and is headquartered in Lugano, They offer a range of services including wealth management, financial advisory, financial planning, corporate finance, insurance products, mortgage services and art advisory. EFG Laran manages private portfolios and the BSI range of investment funds, which are domiciled in Liechtenstein, Luxembourg or Switzerland. Their clients are primarily high-net worth individuals and family offices as well as institutional investors and third-party asset managers. | Corporate Officer/Principal | 1995-01-30 |
Banca della Svizzera Italiana AG | Corporate Officer/Principal | - |
Citigroup Asset Management | Corporate Officer/Principal | - |
Training of Steven Kenneth Copulsky
University of Pennsylvania | Undergraduate Degree |
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Prima Capital Advisors LLC
Prima Capital Advisors LLC Investment ManagersFinance Prima Capital Advisors LLC (Prima) is a registered investment advisory firm headquartered in Scarsdale, New York. The firm was founded by Gregory White in 2002. PCA provides investment advisory services to public pension systems, insurance companies, a sovereign wealth fund and an institutional client. In addition, the firm advises PMIT, a privately offered pooled investment vehicle, as well as some securitization trusts, which issue securities backed by various types of real estate debt investments. Investors in PMIT include public and corporate pension systems, charitable foundations, and high net worth individuals. | Finance |
Conning, Inc.
Conning, Inc. Investment ManagersFinance Conning, Inc., do-business-as Conning Asset Management, is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a subsidiary of Conning & Co., which is ultimately owned by Cathay Life Insurance Co., Ltd. in Taiwan. Conning manages fixed income and equity investments on behalf of institutional, insurance and pension clients. | Finance |
Schroder Mortgage Associates Lp
Schroder Mortgage Associates Lp Finance/Rental/LeasingFinance Part of Assicurazioni Generali SpA, Schroder Mortgage Associates Lp is a company that provides mortgage banking services. The company is based in New York, NY. Schroder Mortgage Associates was acquired by Conning, Inc., part of Assicurazioni Generali SpA from July 02, 2001 on August 18, 1998 for $25 million. | Finance |
EFG Laran SA
EFG Laran SA Investment ManagersFinance EFG Laran SA (EFG Laran) is the Swiss investment management subsidiary of BSI SA (Private Banking), itself a subsidiary of EFG International AG (SW: EFGN; ADR: EFGXY) in Switzerland. Formerly known as BSI Service Holding SA, the firm was established in 1873 and is headquartered in Lugano, They offer a range of services including wealth management, financial advisory, financial planning, corporate finance, insurance products, mortgage services and art advisory. EFG Laran manages private portfolios and the BSI range of investment funds, which are domiciled in Liechtenstein, Luxembourg or Switzerland. Their clients are primarily high-net worth individuals and family offices as well as institutional investors and third-party asset managers. | Finance |
Chemical Bank Corp. | Finance |
Citigroup Asset Management | Finance |
Banca della Svizzera Italiana AG | Finance |
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