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The Koptis Organization logo

The Koptis Organization Employee Directory

InsuranceOhio, United States0-1 Employees

The Koptis Organization operates in the insurance sector with a focus on wealth management guidance, acting as financial architects for individuals and corporations. Its service approach centers on advising clients on accumulation, conservation, and transfer of wealth, emphasizing tailored counseling from a team described as competent and knowledgeable who take a caring interest in clients’ corporate and personal priorities. Based in Cleveland, Ohio, the firm presents itself as providing strategic financial counsel aimed at helping clients address their horizons and bottom-line priorities. The organization appears to engage a professional services model targeted at both individuals and businesses seeking structured financial planning and guidance within the insurance and wealth management landscape.

Find The Koptis Organization employees' phone numbers or email addresses

The Koptis Organization Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

The Koptis Organization's Leadership

  • Chief Financial Officer at The Koptis Organization
    J. J.
    Chief Financial Officer
    Mobile Phone
  • President at The Koptis Organization
    B. K.
    President
    Mobile Phone
  • Senior Vice President Employee Benefits Division at The Koptis Organization
    V. N.
    Senior Vice President Employee Benefits Division
    Mobile Phone
  • Office Manager at The Koptis Organization
    B. K.
    Office Manager
    Mobile Phone
  • Consultant at The Koptis Organization
    R. F.
    Consultant
    Mobile Phone
  • Employee at The Koptis Organization
    R. T.
    Mobile Phone

The Koptis Organization Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other

Contact profiles from The Koptis Organization

Name
Title
Contact
Location
Last Update
  • President at The Koptis Organization
    B. K.
    President
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Chief Financial Officer at The Koptis Organization
    J. J.
    Chief Financial Officer
    Mobile Phone
    UNITED STATES
    Oct 17, 2024
  • Senior Vice President Employee Benefits Division at The Koptis Organization
    V. N.
    Senior Vice President Employee Benefits Division
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Office Manager at The Koptis Organization
    B. K.
    Office Manager
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Consultant at The Koptis Organization
    R. F.
    Consultant
    Mobile Phone
    UNITED STATES
    Mar 07, 2023
  • Employee at The Koptis Organization
    R. T.
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is The Koptis Organization known for?

Minus sign iconPlus sign iconThe Koptis Organization operates in the Insurance industry. Explore The Koptis Organization's company overview page for more information.

What is The Koptis Organization's most common email format?

Minus sign iconPlus sign iconThe Koptis Organization employees' email format typically follows the pattern of FLast@koptis.com. Trying to find reliable and up-to-date employee contact data? Find more The Koptis Organization email formats with LeadIQ.

How many employees does The Koptis Organization have currently?

Minus sign iconPlus sign iconThe Koptis Organization has approximately 1 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Koptis Organization's key employees and leadership?

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As of August 2026, The Koptis Organization's key employees include:

  • Chief Financial Officer: J. J.
  • President: B. K.
  • Senior Vice President Employee Benefits Division: V. N.
  • Office Manager: B. K.
  • Consultant: R. F.

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