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 |
|---|---|---|
Conning, Inc.
Conning, Inc. Investment ManagersFinance Conning offers a range of actively managed multi-sector strategies. The firm strives to deliver investment results through strategic asset allocation, sector rotation and issue selection, while addressing their clients’ unique requirements. They utilize proprietary research and analysis which is critical to improving returns while carefully managing risk. | Portfolio Manager-Fixed Income | 31/12/2002 |
Schroder Mortgage Associates Lp
Schroder Mortgage Associates Lp Finance/Rental/LeasingFinance Provides mortgage banking services | Corporate Officer/Principal | 31/07/1998 |
EFG Laran SA
EFG Laran SA Investment ManagersFinance EFG Laran is an active, multi-strategy investor which manages portfolios across asset classes, regions and sectors through investment vehicles such as money-market funds, bond funds, equity funds, asset allocation funds, fund of funds, fund of hedge funds and institutional funds as well as discretionary accounts and structured products. They also offer discretionary mandates tailored to individual client needs. The firm's primary objective is to achieve capital growth. Their investment strategies are based on a dynamic asset allocation process, which each portfolio manager adapts to specific fund requirements. EFG Laran has specialist expertise in alternative investments, primarily investing in third-party hedge funds which they select following a multi-phase process based on qualitative and quantitative analysis. They select hedge funds across strategies including long/short equity, global macro, event-driven, convertible arbitrage, fixed-income arbitrage and multi arbitrage. | Corporate Officer/Principal | 31/01/1995 |
Banca della Svizzera Italiana AG
Banca della Svizzera Italiana AG Regional BanksFinance Provides asset management and related services | Corporate Officer/Principal | - |
Citigroup Asset Management
Citigroup Asset Management Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Training of Steven Kenneth Copulsky
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 | 9 |
|---|---|
Chemical Bank Corp.
Chemical Bank Corp. Finance/Rental/LeasingFinance An asset-backed security | Finance |
Conning, Inc.
Conning, Inc. Investment ManagersFinance Conning offers a range of actively managed multi-sector strategies. The firm strives to deliver investment results through strategic asset allocation, sector rotation and issue selection, while addressing their clients’ unique requirements. They utilize proprietary research and analysis which is critical to improving returns while carefully managing risk. | Finance |
Citigroup Asset Management
Citigroup Asset Management Investment ManagersFinance Provides investment advice | Finance |
EFG Laran SA
EFG Laran SA Investment ManagersFinance EFG Laran is an active, multi-strategy investor which manages portfolios across asset classes, regions and sectors through investment vehicles such as money-market funds, bond funds, equity funds, asset allocation funds, fund of funds, fund of hedge funds and institutional funds as well as discretionary accounts and structured products. They also offer discretionary mandates tailored to individual client needs. The firm's primary objective is to achieve capital growth. Their investment strategies are based on a dynamic asset allocation process, which each portfolio manager adapts to specific fund requirements. EFG Laran has specialist expertise in alternative investments, primarily investing in third-party hedge funds which they select following a multi-phase process based on qualitative and quantitative analysis. They select hedge funds across strategies including long/short equity, global macro, event-driven, convertible arbitrage, fixed-income arbitrage and multi arbitrage. | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Schroder Mortgage Associates Lp
Schroder Mortgage Associates Lp Finance/Rental/LeasingFinance Provides mortgage banking services | Finance |
Banca della Svizzera Italiana AG
Banca della Svizzera Italiana AG Regional BanksFinance Provides asset management and related services | Finance |
Prima Capital Advisors LLC
Prima Capital Advisors LLC Investment ManagersFinance Prima primarily invests in commercial mortgage whole loans, CMBS securities, REIT bonds, and ‘B’/Mezzanine notes. The firm uses a fundamental approach to evaluate potential investments, looking at the financial condition and ownership and other characteristics of specific real property that is seeking financing, as well as the overall economy and industry conditions. They also integrate ESG considerations into their investment analysis. | Finance |
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