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Private Portfolio Management

Investment Management Biographies
TQM Strategy


Lee Kopp
Chairman and CEO
Senior Portfolio Manager
Lee Kopp's personal and professional successes have spanned nearly five decades since his graduation from the University of Minnesota in 1956, where he received a Bachelor's Degree with Distinction in Business Administration. He went on to serve in the U.S. Navy until 1959, when he retired from active duty as a Lieutenant. He spent the next 30 years with Dain Bosworth Inc., where he was the manager of the Edina branch and Senior Vice President. In addition to numerous appearances in the Wall Street Journal, BusinessWeek and Kiplinger's Personal Finance magazine, Lee was chosen as the 1995 Upper Midwest Entrepreneur of the Year for Emerging Companies. Since 1995, the Kopp Investment Advisors' Corporate Giving Program has contributed 10% of its pre-tax corporate profits to charitable organizations. Lee is the Chief Investment Officer for the Portfolios.

Sally Anderson
Executive Vice President
Senior Portfolio Manager
Sally graduated from Northwestern University, from which she holds a B.S. in Business Administration/Finance. Prior to joining Kopp in 1991, she was First Vice President and Assistant Director of Research for Dain Bosworth Inc., with whom she was associated for 26 years. Sally is a Chartered Financial Analyst and a member of the Twin Cities Society of Security Analysts where she has held leadership positions. In 2001, Sally was honored as one of the Top Women in Finance in the Twin Cities by Finance and Commerce magazine. Sally may be most nationally recognized as a result of her appearances on CNBC and CNNfn and in Money magazine, U.S. News & World Report and the Wall Street Journal.

John Keyes
Vice President
Portfolio Manager
John brings a background and expertise in quantitative and portfolio analysis to the TQM strategy. John joined Kopp Investment Advisors in 2000. In addition to his fifteen years of professional experience in the investment industry, he has taught investment, finance and accounting classes for the College of St. Catherine and Metropolitan State University. John is a graduate of Marquette University where he earned a B.S. in Business Administration/Finance. He received an Honors MBA in Finance & Accounting from the University of Chicago in 1982. John is a member of the American Society for Quality.

Mark Billeadeau
Portfolio Manager/Research Analyst
Mark's background includes Chief Investment Officer and Senior Portfolio Manager of Robinson Capital Management. Mark has been featured in local and national publications highlighting investment opportunities in quality-oriented companies. He has been an examiner for the Minnesota Quality Award and is a member of the American Society for Quality. Mark attended the University of Minnesota.

03/17/06

Questions or comments? Contact info@koppinv.com
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7701 France Avenue South · Suite 500 · Edina, Minnesota 55435
Telephone: 952-841-0400 · Facsimile: 952-841-0411 · 1-800-333-9128