Senior Director, Central Region, Wealth Management Channel, S&P Dow Jones Indices
Brent is the Central Region Senior Director for the Wealth Management Channel team at S&P Dow Jones Indices (S&P DJI). He is responsible for educating wealth managers on benefits and strategies for index-based investing through ETFs. His specific duties involve frequent and direct client contact through educational forums, webinars, and partner-sponsored events, and more focused delivery of S&P DJI research and content.
Brent has over 20 years of industry experience in the distribution of retail investment products across the full spectrum of client channels. He has most recently served in senior sales roles with responsibility for the distribution of mutual funds and tactical ETF strategies throughout the Midwest. His previous roles also include experience as a financial advisor and as a research analyst for a major broker-dealer.Brent has a master’s degree from the University of Notre Dame’s Mendoza School of Business and a bachelor’s degree from the University of Iowa. Brent and his wife Kristin live in Chicago and enjoy golfing, tennis, and attending sporting events and concerts.
I had the privilege to sit down, albeit virtually, with Larry Swedroe, Chief Research Officer at Buckingham Wealth Partners, after he participated in our webinar for financial advisors, “How Has COVID-19 Affected Active vs. Passive Performance?” to dig deeper into his thoughts on SPIVA® results during the first four months of 2020. Brent Kopp (BK)…