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    Mike Kopec

    Global Investment Operations at Dimensional Fund Advisors

    Mike Kopec is a seasoned professional in the financial industry, currently working as an Investment Operations Specialist at Dimensional Fund Advisors (DFA). He has a strong background in investment operations, client services, and trade processing.

    Mike holds a Bachelor's degree in Business/Managerial Economics from the Isenberg School of Management at UMass Amherst. His career includes notable positions at prominent financial institutions:

    1. Dimensional Fund Advisors:

      • Current role: Investment Operations Specialist
      • Previous role: Senior Associate, focusing on institutional client services
    2. State Street:

      • ETF Fund Accountant/Pricing Specialist
      • Global Trade Processing
    3. NYLIFE Securities LLC:

      • Registered Representative (since January 28, 2019)1
    4. New York Life Insurance Co.:

      • Corporate Vice President (since December 2018)1

    Mike is currently based in Austin, Texas, United States. He holds several securities licenses, including General Securities Principal and General Securities Representative.1 Additionally, Mike has passed the Securities Industry Essentials Examination and the Uniform Combined State Law Examination.1

    Outside of his primary role, Mike is also involved in an online business selling general merchandise called ChronoTech, which he started in September 2024.1

    Highlights

    Mike Kopec | Fiducient Advisors Team
    Mike Kopec | Fiducient Advisors Team
    Our Team | Investment Consulting Firm Fiducient Advisors
    May 27 · en.wikipedia.org
    Dimensional Fund Advisors - Wikipedia

    Related Questions

    What specific roles did Mike Kopec hold at Dimensional Fund Advisors and State Street?
    How long has Mike Kopec been working in investment operations?
    What are Mike Kopec's main responsibilities at Dimensional Fund Advisors?
    What degree did Mike Kopec earn from Isenberg School of Management?
    How does Mike Kopec's experience at State Street compare to his role at Dimensional Fund Advisors?
    Mike Kopec
    Mike Kopec, photo 1
    Mike Kopec, photo 2
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    Location

    Austin, Texas, United States