How we got started
About Kopko Advisors
Helping People and Businesses Enhance Their Wealth
We have over 35 years in the investment and wealth advisory business and have managed, in aggregate, over $9B in assets. We have also served on large Institutional boards with aggregate assets exceeding $6B.
We embrace your investment or business as our own, with passion and integrity.
Our philosophy is simple:
The interests of our clients come first. We embrace finding investment and business solutions for you, with passion and integrity.
Putting our customers first, above all else
Professionalism and compassion in our business practices
Transparency and openness with our clientele
We are not afraid of elbow grease, research and practice
Innovation and Entrepreneurial Thinking: We think outside the Box!
It is our ultimate goal.
Over a career spanning 30+ years, Ed Kopko has been an integral part of hundreds of business and real estate transactions. His experience includes financing acquisitions, capital raising, debt refinancing, going public, buyouts, managing companies, and buying and selling businesses and real estate of all types. He brings the lessons learned to the entities and properties he and the Kopko LLC family of companies invest in and help manage.
– Project Manager at Kopko Advisors LLC
A veteran of the telecommunications industry with substantial experience at the manager/director level, Dan brings Fortune 500 project management expertise to Kopko Advisors. Kopko Advisors leverages Dan’s skills and talents for their Property Management side, ensuring success for residential-, commercial- and developmental projects.
Though a native of northern New York, he’s a happily transplanted Floridian, and an outstanding golfer.