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Trey Cooper
Gestionnaire de Portefeuille-Actions chez
Mariner Wealth Advisors-Oklahoma LLC
Profil
Mr. James K.
Cooper, III, is a Managing Director & Senior Wealth Advisor at Mariner Wealth Advisors-Oklahoma LLC.
Prior to joining Mariner, Mr. Cooper spent eight years as a senior vice president at Adams Hall Wealth Advisors, a firm acquired by Mariner.
He has a bachelor’s degree from the University of Oklahoma.
Postes actifs de Trey Cooper
| Sociétés | Poste | Début |
|---|---|---|
Mariner Wealth Advisors-Oklahoma LLC
 Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance MWAO employs a variety of proprietary investment strategies across global asset classes. The firm utilizes a long-term strategy when providing and implementing investment advisor, although they may use a short-term strategy (securities help less than 1 year) should the client’s situation change or the basis for making an investment change. They may recommend that clients authorize the active discretionary management of a portion of their assets by and/or among certain investment managers based on the client's stated investment objectives. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Anciens postes connus de Trey Cooper
| Sociétés | Poste | Fin |
|---|---|---|
Banc One Capital Markets, Inc.
 Banc One Capital Markets, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Analyst-Equity | - |
Formation de Trey Cooper
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
51
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Banc One Capital Markets, Inc.
Banc One Capital Markets, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Finance |
Mariner Wealth Advisors-Oklahoma LLC
Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance MWAO employs a variety of proprietary investment strategies across global asset classes. The firm utilizes a long-term strategy when providing and implementing investment advisor, although they may use a short-term strategy (securities help less than 1 year) should the client’s situation change or the basis for making an investment change. They may recommend that clients authorize the active discretionary management of a portion of their assets by and/or among certain investment managers based on the client's stated investment objectives. | Finance |
University of Oklahoma
 University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
