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PROFESSIONALS
Kirk M. Koppenhoefer, CFA
Senior Research Analyst and Portfolio Manager
kkoppenhoefer@riverpointcm.com
A Senior Research Analyst and Portfolio Manager, Kirk has a strong background
in fundamental research analysis in both the equity and fixed income markets.
He is a member of the RiverPoint investment strategy and research teams. He
has extensive experience in the review and analysis of new investment issues
and private placements having dealt directly with investment banking firms
and Wall Street institutional traders.
Prior to joining RiverPoint, Kirk was an investment research analyst at
Summit Investment Partners, where he was responsible for the credit analysis
for client assets totaling $1 billion. He was a member of the Summit
portfolio management team for large institutional client portfolios focused
on high quality corporate bonds. His work included fundamental research for
bond holdings in the financial, industrial, consumer staples and material
sectors. He also worked extensively in the research of Real Estate Investment
Trusts (REITs).
Prior to Summit, Kirk was a research analyst and part of the portfolio
management group at Johnson Investment Counsel, specializing in fundamental
research for client-held securities, often large, low-cost basis holdings. He
has experience in options, collars and income generating strategies. His
analytical work included monitoring private equity holdings and alternative
investments. He was one of the co-managers of the Johnson small company
equity strategy.
Kirk received a Bachelor of Science degree in Finance and Business Economics
from Miami University and an MBA in Finance from the University of Cincinnati
with honors. He earned his Chartered Financial Analyst designation and is a
member of the CFA Society of Cincinnati.
Valerie
Newell
Mark
Hogan
Russell
Sims
Leon Loewenstine
Victor
Lassandro
Cathy
Ellsworth
Ryan
Brown
Pamela
Schmitt
Stephanie
Parrish
Mary
Sawyer
Kris
Wickemeier
Joe
Schneider
Kathryn
Class
Other
Staff
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