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BK

Braden Kopp

Vice President- Portfolio Manager at Oxbow Advisors, LLC

Houston, TX , United States

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

OrganizationRoleDate RangeDetails
Oxbow AdvisorsVice President- Portfolio ManagerSep 2021 to Present
Pivots ProCo-Founder & Board ChairmanApr 2021 to Present
Freedom Day SolutionsFinancial Advisor & Director of PlanningMar 2021 to Sep 2021
Krueger & Catalano Capital Partners, LLCFinancial AnalystAug 2020 to Mar 2021
Newmark Knight FrankAssociateJul 2020 to Aug 2020

Education

Vanderbilt University

Bachelor's degree

Houston Christian High School

Others at Oxbow Advisors, LLC (5)

NameRoleLocation
Dana Croswhite
Dana Croswhite
Partner and Portfolio ManagerHouston, TX , United States
Linda Lehman
Linda Lehman
Vice President Portfolio Management SystemsTyler, TX , United States
Matt Pollard
Matt Pollard
PrincipalRichfield, OH , United States
Trey Crain
Trey Crain
Partner, Portfolio ManagerHouston, TX , United States
Chance Finucane
Chance Finucane
Partner, Chief Investment OfficerAustin, TX , United States

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