Chris Koppelman, CFA
Director of Wealth Management
Chris joined the Twin Oak family in 2018. He has 23 years of industry experience and previously worked with RBC Wealth Management as a Senior Research Analyst responsible for mutual funds, separate accounts, and private equity research and due diligence. He also contributed to the management of the firm’s Mutual Fund, ETF, and Alternative Investment portfolios.
Chris focuses his time on investment research, portfolio design, and building investment strategies with his clients. This is often included as part of a comprehensive plan, helping address short & long-term financial goals. Chris prides himself on making nuanced topics approachable for clients, allowing them to feel confident in their investment strategy and plan.
Chris lives in St. Paul, MN with his wife and three young children. They enjoy outdoor activities, especially going to the lake in the summertime. Chris and his family like to attend sporting events together and in particular college basketball games at the local University. Chris also coaches his kids’ youth sports on the weekends.
Chris is a registered representative and investment advisor representative of Cetera Advisor Networks LLC.