
Cole Kopacek
Associate Director, Platform Development
Cole Kopacek is an associate director, platform development for Thornburg Investment Management. Prior to his current role, he was an investment consultant, supporting advisors in Southern California and Nevada. Previous to joining Thornburg in 2021, Cole spent nearly 11 years at Invesco as a senior investment consultant, where he supported 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 2004 with Wells Fargo in his home state of Iowa.
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

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?

Managing Legacy Wealth Is Good for Business and Clients

Reinventing Your Business

The Case for Real Teaming

Planning for Inadequate Social Security Benefits
