Terry Ledbetter, Jr., CFA founded Kopion Asset Management, LLC in 2009.
Mr. Ledbetter earned a BA from Wheaton College in Business / Economics (Cum Laude) in 2000 and an MBA from Rice University in 2002. His investing career began during the summer of 2001 as a research intern at an institutional broker in Albany, New York. After graduate school, Mr. Ledbetter joined Friedberg Investment Management (FIM) in Houston as a securities analyst where he spent the next seven years researching and valuing existing and prospective investments. Mr. Ledbetter’s time at FIM was unique in that he was mentored by the firm’s portfolio manager and encouraged to study prospective investments in considerable detail. During his time at FIM, Mr. Ledbetter also built an impressive investment track record and gained insight into the operations of an investment firm. These foundational experiences provided essential direction and expertise for launching and managing Kopion.
Jonathan Lindstrom, CFA joined Kopion as an Analyst in 2017.
Mr. Lindstrom graduated from Wheaton College (Magna Cum Laude) in 2016 with a BA in Economics and a Minor in Mathematics. During his time at Wheaton, Mr. Lindstrom participated in the college’s Student Managed Investment Fund where he led the team covering utility companies. He also interned as a municipal bond analyst for First Trust Advisors in Wheaton, IL during the summer of 2016.