Opus Capital Management
Opus Capital is an evidenced-based investment advisory firm driven by our overriding mission to help people. We believe the marriage of comprehensive financial planning + statistically proven investment principles creates the clearest roadmap to long-term success. We are independent and transparent in all aspects of investment management decision making and financial planning. We selectively partner with like-minded individuals and families, endowments, foundations, and 401(k) plans in 28 states.
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Verified contacts
11
available on Kipplo
LinkedIn employees
21
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- JH
Jakki H.
Non-executive Chairman · General Business & Management
EmailPhone - KW
Kevin Whelan
President · General Business & Management
EmailPhone - NB
Nate Bishop
Principal and CIO · Other
EmailPhone - NB
Nathan Bailey
Principal and Portfolio Manager · Finance & Accounting
EmailPhone - HN
Henry Nebesky
Investment Research Analyst · Finance & Accounting
EmailPhone - JG
John Gislason
Financial Planning Associate · Finance & Accounting
EmailPhone - NS
Nick Shamsi
Wealth Associate · Finance & Accounting
EmailPhone
Showing 7 of 11 verified contacts
Top roles at Opus Capital Management
9 distinct titles indexed · top 9 shown.
- 2director
- 1financial planning associate
- 1forensic underwriter
- 1investment research analyst
- 1non-executive chairman
- 1president
- 1principal and cio
- 1principal and portfolio manager
- 1wealth associate
Sign up to unlock all 11 contacts at Opus Capital Management
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