Bernhard Koepp in

Bernhard Koepp

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Senior Portfolio Manager, M.D. at Apollon Wealth Management, LLC
📍 New York, New York, United States

Bernhard Koepp is a Senior Portfolio Manager and M. D. at Apollon Wealth Management with 35 years of experience in asset and wealth management for high-net-worth clients. He earned his M. A. from Johns Hopkins SAIS and is recognized for his expertise in global investment strategies. Colleagues describe him as accomplished, an expert, and a pleasure to work with.

Outside of finance, Bernhard is the President of The Opera Foundation, showcasing a deep passion for the arts. His international background is extensive, having studied in Italy and worked in London. He is fluent in at least three languages, including Italian and Arabic, reflecting a strong interest in global cultures and foreign affairs.

Unique fact: Bernhard leads a dual life as both a seasoned investment manager and the President of The Opera Foundation.

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Experience
36 Years
Current Role
Senior Portfolio Manager, M.D.
Job Level
Middle
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Bernhard cares about

Global Macroeconomics
Frequently provides market commentary on global economic issues, Fed policy, and inflation, sharing his outlook in public videos and articles.
Portfolio Management
Chairs his firm's investment committee and is known for implementing the firm's signature "Bulldog-Equity" investment strategy.
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Career

Work history

2-2025
Senior Portfolio Manager, M.D.
Apollon Wealth Management, LLC
1-2015 - 2-2025
CEO - Managing Member
C.J. Lawrence
5-1999 - 1-2015
Senior Managing Director
ISI - International Strategy & Investment Inc.
9-1993 - 4-1999
Director
Deutsche Bank
10-1989 - 9-1993
Structured Finance Manager
Deutsche Bank AG London
In the press

Media appearances

Bernhard Koepp - C.J. Lawrence // Investment Management. Featured in C.J. Lawrence
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Education
1988 - 1989
M.A.
Johns Hopkins School of Advanced International Studies (SAIS)
1987 - 1988
Part of JHU M.A. program
Bologna Center - SAIS of Johns Hopkins University
1982 - 1986
B.A.
George Mason University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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