Brian Kopinski, CFA, CIPM

Principal

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Brian Kopinski, CFA, CIPM

(615) 297-6144
Brian joined Woodmont Investment Counsel in 2021. He serves as Principal, Chief Compliance Officer, and Director of Investments. Brian is a member of the investment committee, assisting in portfolio management, investment research, and trading. Additionally, Brian advises high-net-worth individuals and institutional clients in pursuit of their financial and organizational goals.

Before joining Woodmont, Brian was a Senior Performance Analyst at Harris Associates in Chicago, IL, for 9 years. At Harris, Brian served as an analytical resource for the portfolio management and marketing departments. Brian began his career at M&I Bank (now part of the Bank of Montreal), where he provided analysis for model portfolios within the firm's investment management platform.

Brian resides in Nashville, TN. He enjoys spending time outdoors, with family and friends, as well as golfing and fishing. He has attended the Berkshire Hathaway Annual Shareholder conference for 15 consecutive years.

Education:

  • MBA, University of Chicago Booth School of Business
  • BSBA in Finance from the University of Central Florida


Industry Designations:

  • Chartered Financial Analyst®
  • Certificate in Investment Performance Measurement™


Activities and Memberships:

  • Member, CFA Society Nashville
  • Board Member, Gulch Business Improvement District
  • Board Member, Gulch Neighborhood Association
  • Investment Committee, Nashville Public Library Foundation