Paul Thomas Knipping
Portfolio Manager-Equities at Portfolio Design Advisors, Inc.
Profile
Mr. Paul T.
Knipping, CFA, is a Portfolio Manager at Portfolio Design Advisors, Inc. He is responsible for the management of the Portfolio Design Advisors model portfolios.
These portfolios include mutual funds, stocks, and ETFs.
Management of the portfolios involves manager due diligence and selection, security selection, and asset allocation decisions.
He is also responsible for performance reporting and model maintenance.
He also assists financial advisors on various research projects and custom portfolio allocations.
He has held positions in investment banking, mutual fund analytics, and equity trading with large financial institutions including Oppenheimer Funds and Lipper.
He attended the University of Colorado where he studied finance.
Paul Thomas Knipping active positions
| Companies | Position | Start |
|---|---|---|
Portfolio Design Advisors, Inc.
 Portfolio Design Advisors, Inc. Investment ManagersFinance Portfolio Design Advisors, Inc. (PDA) is an asset management firm headquartered in Centennial, Colorado. The firm is a wholly-owned subsidiary of GWM Holdings, Inc., and was founded in 2006. PDA provides investment advisory and portfolio management services to individuals and institutional clients. The firm specializes in creating sophisticated and customized investment strategies. | Portfolio Manager-Equities | 2015-11-30 |
Former positions of Paul Thomas Knipping
| Companies | Position | End |
|---|---|---|
SDR Ventures, Inc.
 SDR Ventures, Inc. Investment ManagersFinance SDR Ventures, Inc. provides investment banking advisory services. Its services include sell-side and buy-side advisory, capital formulation and strategic consulting. The firm serves manufacturing, healthcare, technology and distribution and logistics customers. The company was founded in January 2002 and is headquartered in Greenwood Village, CO. | Corporate Officer/Principal | 2013-04-30 |
Training of Paul Thomas Knipping
| University of Colorado Denver | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
SDR Ventures, Inc.
SDR Ventures, Inc. Investment ManagersFinance SDR Ventures, Inc. provides investment banking advisory services. Its services include sell-side and buy-side advisory, capital formulation and strategic consulting. The firm serves manufacturing, healthcare, technology and distribution and logistics customers. The company was founded in January 2002 and is headquartered in Greenwood Village, CO. | Finance |
Portfolio Design Advisors, Inc.
Portfolio Design Advisors, Inc. Investment ManagersFinance Portfolio Design Advisors, Inc. (PDA) is an asset management firm headquartered in Centennial, Colorado. The firm is a wholly-owned subsidiary of GWM Holdings, Inc., and was founded in 2006. PDA provides investment advisory and portfolio management services to individuals and institutional clients. The firm specializes in creating sophisticated and customized investment strategies. | Finance |
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