![Keith A. Schoepke](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Schoepke joined Optimum in 2009.
He has several years of industry experience, including managing client portfolios at JPMorgan, LaSalle Bank Wealth Management Group and the Harris Private Bank.
He is a Certified Financial Planner, a Chartered Trust & Financial Advisor, level II candidate for the CFA designation and holds NASD licenses 7 and 66.
He is a member of the CFA Chicago Investment Society and the Institute for Certified Bankers.
Mr. Schoepke received a BA in Finance from Northern Illinois University in 1988.
Former positions of Keith A. Schoepke
| Companies | Position | End |
|---|---|---|
Optimum Investment Advisors LLC
 Optimum Investment Advisors LLC Investment ManagersFinance OIA uses several methods of investment analysis and investment strategies to provide services to their clients. Their methods of analysis include fundamental analysis; technical analysis; and valuation analysis. The firm monitors economic and corporate issues, both domestic and international, for events, changes or trends which might affect the financial markets or particular economic sectors as part of their equity and balanced approach. They review individual stocks based on the fundamental operating conditions of the issuing company with particular emphasis on consistency and momentum of earnings growth, return on equity, conservativeness of debt structure, improvements in cash flow , valuation of the stock and the level and growth of dividends. OIA reviews bonds based on the ratings assigned to the particular bond by the bond rating agencies, the structure of the yield curve and spreads among various bond classes, the financial fundamentals of the bond issuer, and other factors for their fixed income analysis. The firm’s investment strategies include long-term purchases; short-term purchases; short-term trading; and stock options. | Portfolio Manager-Equities | - |
Training of Keith A. Schoepke
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
95
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance OIA uses several methods of investment analysis and investment strategies to provide services to their clients. Their methods of analysis include fundamental analysis; technical analysis; and valuation analysis. The firm monitors economic and corporate issues, both domestic and international, for events, changes or trends which might affect the financial markets or particular economic sectors as part of their equity and balanced approach. They review individual stocks based on the fundamental operating conditions of the issuing company with particular emphasis on consistency and momentum of earnings growth, return on equity, conservativeness of debt structure, improvements in cash flow , valuation of the stock and the level and growth of dividends. OIA reviews bonds based on the ratings assigned to the particular bond by the bond rating agencies, the structure of the yield curve and spreads among various bond classes, the financial fundamentals of the bond issuer, and other factors for their fixed income analysis. The firm’s investment strategies include long-term purchases; short-term purchases; short-term trading; and stock options. | Finance |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Keith A. Schoepke
