Cole Kopacek

Investment Consultant, San Diego Desert Region at Thornburg Investment Management

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.

Timeline

  • Investment Consultant, San Diego Desert Region

    Current role

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