
Cole Kopacek
Investment Consultant | San Diego Desert Region
Cole Kopacek is an investment consultant for Thornburg Investment Management, covering the San Diego/Desert region. Prior to Thornburg, Cole spent nearly 11 years at Invesco as a senior investment consultant, where he supported major wirehouse advisors, top independent teams, and select RIAs across California, Nevada, Arizona, New Mexico, and Texas. He began his career in the financial services industry in his home state of Iowa, spending four years at Wells Fargo.
Cole earned a BS in marketing from Iowa State University and completed his BS in business management at University College Cork in Ireland. He is registered with FINRA with a Series 6, 7, 63, and 65.
Insights

Retiring Retirement – Longevity Planning Outcomes

Vision Mission and Values

Three Overlooked Rewards of Living Longer Lives

Actively Managed. Structured for Excellence

When It Comes to Investment Advice, Humans Beat Computers

Dividend-Paying Stocks: The Investor’s Swiss Army Knife

How to Overcome the “Money” Problem of Funding College

Bank Loan Funds: Benefits and Risks

Exchange Traded Funds (ETFs) Carry Overlooked Costs

Greenwashing and Misleading ESG Scores

Robust Portfolio Construction Essential for Various Markets

Thornburg Signs the Principles for Responsible Investment

American Depositary Receipts (ADRs) & Foreign Currency Risks

Tough Sledding in Multisector Bond Investing? It Depends on the Team.

China Leads the Disruptive Mobile Payment Technology Trend

Want to Improve Your Business Development Results as an Advisor?

Sustainable Investing as Performance Investing

Managing Legacy Wealth Is Good for Business and Clients

Reinventing Your Business
