David Koop is the current Chief Operating Officer of Private Wealth at IQ-EQ. David has previously served as Concord Trust's Chief Operating Officer from July 2021 to April 2022, and as SVA Wealth Management's Director of Markets and Client Experience from April 2019 to December 2020. Prior to that, they were a Team Administrator at UBS from October 2008 to April 2019.
David Koop has a Master of Business Administration from the University of Wisconsin-Madison, a BS in Business Administration and Finance from UNH Peter T. Paul College of Business and Economics, and is a certified U.S. Ski & Snowboard Level 100 coach.
They are on a team with Prodi Bhattacharya - Corporate Finance Director, Private Wealth, Stefan Rolf - Global Head, Securitisation & Private Debt, and Helen Bougourd - Director, Private Wealth. David Koop reports to Chip Martin, President, Private Wealth.
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