Experience

As a Registered Investment Advisory Firm we have a combined 80 years of experience investing and advising in the markets. Our background is strongly rooted in the bond markets. Jim and Scott – having advised Fortune 500 corporations and institutional investors over a decade and Bob who has 25 years’ experience in credit risk management and capital markets.

  • Jim Etten
    Jim Etten President

    With 15 years of institutional experience Jim is passionate to bring his knowledge and guidance to the investors he serves. Prior to forming Copper River Jim had an extensive career working inside the financial markets.

    At ICD, a 50 billion dollar asset manager based in San Francisco, Jim provided investment advice on structured investment funds, direct fixed income instruments’ and separately managed accounts to fortune 100 companies in Canada, Asia-Pacific as well as in U.S.

    Prior to his tenure at ICD, Jim was Co-founder of a software firm in Denver that built custom fixed income trading systems for many of the world’s largest Banks and their clients to include Bank of America, U.S Bank, UBS, RBC and Comerica Bank.

    Jim began his career at Bank of America in Chicago in 1998, working in the institutional asset management group, where he was responsible for managing investment solutions to Corporations, Asset Managers, Prime Brokers and Hedge Funds.

    Jim attended University of St. Thomas and served as an Officer in the United States Marine Corps.

  • Scott Fox
    Scott Fox Partner

    Scott Fox joined Copper River in 2017. He brings 18 years of institutional market experience to the firm, having worked for Wall Street sell-side firms as well as buy-side money managers. Scott has over 10 years’ experience consulting Fortune 500 corporations, hedge funds and some of the world’s largest insurance companies on their investment portfolios. He is excited about the unique opportunity to bring his expertise to Copper River to focus on building out the firm’s institutional product offerings and advising large global clients.

    Previously Scott worked at ICD, a billion-dollar asset manager based in San Francisco. For 5 years Scott worked closely with Jim Etten to advise Fortune 500 companies on their fixed income holdings and liquidity strategies.  Scott was one of the first investment fund professionals to understand that the SEC’s 2016 fund reforms would dramatically change the suitability of certain investments for corporations.

    Scott additionally worked for Janus Capital providing short duration fixed income solutions to global corporate clients. During Scott’s tenure Janus AUM grew by over 20 billion dollars from his client base.

    Scott is a frequent speaker at investment conferences on the subject of creating optimized investment portfolios, including at the annual National Association of Financial Professionals (AFP) conference.

  • Bob Brown
    Bob Brown Partner

    Bob has more than 25-years’ experience working for Financial Institutions in New York and  extensive experience in Credit Risk Management, the Capital Markets, Fixed Income Securities, Securities Clearance and Custody.

    During his 21 years at Bank of America, N.A., Bob was a Senior Vice President and the Industry Portfolio Manager for the Global Corporate & Investment Bank.  In this role he approved the Bank’s exposure to U.S. Banking, Broker Dealer, Asset Management and Alternative Investment sectors.  Prior to undertaking this position, he was the Credit Product Manager for the Securities & Commodities Group which underwrote all credit exposure to the Bank’s U.S. Broker Dealer, Commodities and Exchange Fund clientele.  Bob joined Bank of America through its acquisition of Security Pacific National Trust Company.

    Prior to working at Bank of America, Robert was employed at Swiss Bank Corporation (now UBS) and Credit Lyonnais (now CALYON) in Corporate Banking, Credit Analyst and Risk Management functions.

    Bob received his B.S. in Business Administration/Finance at the University of Colorado, Boulder, and his M.B.A. in Finance & International Business from the New York University Leonard Stern School of Business.

  • Lyndie Benson
    Lyndie Benson Office Manager

    Lyndie joined the Copper River team in August to assist with marketing efforts and office manager duties. She is currently preparing to take the Series 65 exam to become a registered investment advisor . She manages the firm’s compliance system, facilitates accurate completion and filing of client paperwork, contributes to the development of marketing collateral, and provides insight on website design and content development.

    Lyndie has a background in public relations and marketing in the cybersecurity industry. Her interest in the investment advisory business began to unveil itself in recent years as she started thinking more seriously about her own short and long-term financial goals. She joined the Copper River team with a diverse skill set in communications and administrative capabilities.

    Prior to joining Copper River, Lyndie was a Marketing and Administrative Assistant at Denver-based cybersecurity software company, OverWatchID. Before moving to Colorado in 2015, she was an Account Coordinator at The Republik, a full-service marketing, PR, and advertising firm in North Carolina.

    Lyndie received her Bachelor of Arts with a Public Relations concentration from North Carolina State University in 2009.