Jonathan Koop

Jonathan Koop, CFA, is the Senior Portfolio Manager and Manager of Investment Management at Bedel Financial Consulting, Inc. in Indianapolis, Indiana. In this dual role, he leads the day-to-day operations of the investment team and ensures client portfolios are meticulously tailored to individual financial objectives through rigorous research, analysis, and oversight of investment strategy.

Koop specializes in constructing and monitoring diversified portfolios for private wealth and institutional clients, with a particular investment focus on large-cap and small-cap equities, structured notes, digital assets (including cryptocurrency), and technology sectors such as artificial intelligence and fintech. His expertise spans risk management, asset allocation, and tactical investment approaches, regularly identifying attractive opportunities in both traditional and emerging asset classes.

Prior to joining Bedel Financial Consulting in 2017, Koop served as Senior Investment Associate at Cambridge Associates and was a Financial Advisor at Edward Jones. He holds both a Bachelor and Master of Arts from the University of Notre Dame and is a Chartered Financial Analyst. Koop has contributed thought leadership through industry publications on topics ranging from AI infrastructure investment to cryptocurrency reserves and is recognized for his analytical rigor and commitment to optimizing client outcomes.