Bernhard Koepp

Bernhard Koepp is Senior Portfolio Manager and Managing Director at Apollon Wealth Management, LLC, operating from New York, NY, following the firm's acquisition of C.J. Lawrence, where he previously served as CEO and Managing Member. At Apollon Wealth, he primarily manages investment portfolios and directs wealth management strategies for high-net-worth individuals and institutional clients, continuing a tradition of proprietary research and personalized investment management developed at C.J. Lawrence.

With over 30 years of experience, Koepp specializes in portfolio management across U.S. equities and multi-asset strategies, emphasizing large-cap stocks, growth sectors, and tailored asset allocations for affluent and institutional clients. His leadership roles at C.J. Lawrence and as Senior Managing Director at ISI – International Strategy & Investment Inc., reflect a track record in both independent advisory and large institutional environments, building and mentoring investment teams, and advancing investment management best practices.

Koepp holds an M.A. in International Relations and Economics from Johns Hopkins School of Advanced International Studies (SAIS), including coursework in European Studies & Economics at the SAIS Bologna Center, and a B.A. in International Studies & Economics from George Mason University. He is recognized for integrating global macroeconomic insights into asset management, and he has played a significant role in strengthening Apollon's presence in New York City—enhancing service delivery for clients with complex, multi-generational wealth planning requirements.