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About
Braden Kopp serves as Vice President and Portfolio Manager at Oxbow Advisors, LLC in Houston, Texas, where he is responsible for managing client portfolios and overseeing investment strategies for a range of institutional and high-net-worth clients. His role includes asset allocation, portfolio construction, and client relationship management, with a focus on maintaining disciplined investment approaches. At Oxbow Advisors, Kopp is involved in the firm's core advisory programs and works under a robust compliance and supervisory structure.
Kopp’s experience covers wealth management and financial planning, having previously served as Director of Planning and Financial Advisor at Freedom Day Solutions before joining Oxbow Advisors. In addition to his advisory career, he is the co-founder and board chair of Pivots Pro, a financial education non-profit, reflecting his commitment to financial literacy and community engagement. While disclosure documents do not specify asset classes, Oxbow Advisors is well known for its expertise in fixed income, public equities, and custom portfolio solutions—sectors likely within his focus as a portfolio manager.
He holds a bachelor's degree from Vanderbilt University, where he was a scholarship football student-athlete, and completed his preparatory education at Houston Christian High School. Kopp’s dedication to disciplined investing and client service, combined with a background in both institutional asset management and personal financial planning, underscore his versatile expertise in the investment advisory industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Oxbow Advisors | Vice President- Portfolio Manager | Sep 2021 to Present | — |
| Pivots Pro | Co-Founder & Board Chairman | Apr 2021 to Present | — |
| Freedom Day Solutions | Financial Advisor & Director of Planning | Mar 2021 to Sep 2021 | — |
| Krueger & Catalano Capital Partners, LLC | Financial Analyst | Aug 2020 to Mar 2021 | — |
| Newmark Knight Frank | Associate | Jul 2020 to Aug 2020 | — |
Education
Vanderbilt University
Bachelor's degree
Houston Christian High School
Others at Oxbow Advisors, LLC (5)
| Name | Role | Location |
|---|---|---|
| Partner and Portfolio Manager | Houston, TX , United States | |
| Vice President Portfolio Management Systems | Tyler, TX , United States | |
| Principal | Richfield, OH , United States | |
| Partner, Portfolio Manager | Houston, TX , United States | |
| Partner, Chief Investment Officer | Austin, TX , United States |
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