About Us

With over 100 years of combined experience in finance and wealth management, The Hudson Koppy Group is committed to helping you achieve your long term financial goals. We do so by following a disciplined process while offering high levels of service to each and every client. Our vast experience, combined with Morgan Stanley’s world-class resources, present us with the unique ability to help guide you when it comes to making informed, confident decisions about your life, your family and your finances.  

Together, we will identify both the opportunities and obstacles that will have an impact on your financial future. In doing so, we will develop a plan built around various savings, investment and risk management strategies aimed at growing, preserving and transitioning your wealth in a manner which is most appropriate for you.  Allow us to focus on your financial future so that you may focus your time and energy on what is most important to you, be it your family, your business or your philanthropic endeavors.
Services Include
  • Retirement Planning1
  • Financial Planning2
  • Professional Portfolio Management3
  • 401(k) Rollovers
  • 529 Plans4
  • Lending Products
  • Municipal Bonds5
  • Annuities6
  • Life Insurance7
  • Long Term Care Insurance8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Process

At the Hudson Koppy Group, we follow a six-step process when it comes to managing your wealth.
 
DEFINING OUR RELATIONSHIP
· We believe it is important for you to have a clear understanding of the services we provide, the approach that we take and the overall value of doing business with us. We also want you to understand that you too will play an integral role in achieving your financial success.

GATHERING INFORMATION
· It is imperative that we learn about your overall financial situation and work with you to define your personal goals, needs and priorities. We want to learn about your family, your business and your philanthropic endeavors as well.

ANALYZING AND EVALUATING
· We then go through the process of analyzing your current investment strategy. We will look at things such as your desired retirement age and income needs, and evaluate how economic factors like inflation rates and investment returns will impact your ability to reach your financial goals.

PRESENTING RECOMMENDATIONS
· Combined with our extensive experience, we utilize the tools of the Morgan Stanley platform to build a customized plan designed to help grow and preserve your wealth. It is our duty to identify the opportunities and solutions that are appropriate for you and to share those ideas with you.

IMPLEMENTATION
· After we agree on a strategy, we will then spearhead the process of implementing the plan, explaining the necessary activities, associated costs and expectations along the way.

MONITORING PERFORMANCE
· Once the plan is in place, it becomes our responsibility to ensure that we remain on track. The plan may evolve over time as your life changes or as various market conditions impact your strategy. Therefore, we believe in proactive communication and in keeping you informed along the way.

    Morgan Stanley Asset Aggregation

    You may have bank accounts, brokerage accounts, insurance policies and retirement plans scattered across financial institutions. Wouldn’t you like to see your full financial picture in one place? Morgan Stanley's Asset Aggregation technology can help.

    As a Morgan Stanley client, you can use our Asset Aggregation tool to organize all of your account data in one location – regardless of where your accounts are held – giving you an integrated view of your financial picture.
    Asset Aggregation offers:

    CONVENIENCE – Enroll all of your accounts – including investments, retirement plans, loans, banking and credit cards – so you can view your entire financial life right from our online site.

    CLARITY – Obtain a holistic view of your wealth picture. You and your Financial Advisor can better assess where you stand on: your total net worth, alignment of your financial resources to your financial plan or analysis, and your risk and diversification.

    SECURITY – Understand that your privacy is protected with the strictest attention to security and confidentiality through comprehensive multi-factor authentication and the strongest data encryption available.

    Asset Aggregation can provide you with a current, comprehensive understanding of your overall financial situation – putting you in a better position to implement your wealth management strategy and your Financial Advisor in a better position to deliver personalized financial strategies to help you protect and grow your wealth.

      Financial Planning with The Hudson Koppy Group

      Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.

      Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.

      LifeView® helps us:
      ANALYZE your current investments and financial situation
      REVIEW and prioritize your goals with you, such as retirement
      PLAN for additional goals, including education funding
      PREPARE for major purchases and philanthropic goals
      PROTECT your financial future
      DEVELOP wealth transfer strategies

      Click the links below to access the sample LifeView® Goal Analysis and Client Profile:

        Location

        1100 Poydras St
        Ste 1900
        New Orleans, LA 70163
        US
        Direct:
        (504) 585-3900(504) 585-3900
        Toll-Free:
        (800) 227-6121(800) 227-6121

        Meet The Hudson Koppy Group

        About Me

        With over 30 years of experience in the financial services industry, Mark brings a diverse wealth management background to the team. He currently serves as First Vice-President of The Hudson Koppy Group. Mark joined Morgan Stanley in 2010 after spending the previous 24 years at Merrill-Lynch. He is a Certified Investment Management Analyst® and has extensive experience in the institutional investing space, having worked with numerous municipalities, pension plans, endowments and foundations throughout the state of Louisiana over the years. 

        A Marine Corps Veteran, Mark grew up in Metairie, La. He holds a Bachelor of Science in Industrial Management from Southeastern Louisiana University and an MBA from Tulane University. He is Series 7 and Series 66 licensed and also holds a Louisiana license for Life, Health and Variable insurance.

        Outside of work, Mark is very active in his church and the local community. He is an ordained minister in the Episcopal Church, serving at St. Mark’s in Harvey, La., and he holds a Masters in Theology and Pastoral Care from Loyola University of New Orleans. Mark also serves as a Chaplain for the Jefferson Parish Sheriff’s Office. 

        Mark and his wife Debbie live in New Orleans and are the proud parents of two children, Melinda and Daniel. In their spare time they enjoy traveling and spending time with their three grandchildren—DJ, Aubrey and Avery.
        Securities Agent: TX, MS, LA, VT, TN, PA, NV, NC, MO, MI, MA, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
        NMLS#: 1380663

        About Me

        Drawing on an extensive financial services background, Karl’s primary focus is helping retirement-aged investors understand the intricate details of their personal wealth along with assisting them in securing their financial future. By identifying what is most important to each individual and their family, Karl develops customized plans designed to build, preserve and ultimately transition each client’s wealth. 

        A Michigan native, Karl holds a B.S. Degree in Economics, an MBA from the University of Detroit Mercy and is a CERTIFIED FINANCIAL PLANNER ™.

        Prior to entering the financial services industry, Karl held senior management and CFO positions in the office equipment and computer technology industries in Austin and Houston. His educational background and work experience give him the ability to advise individuals, businesses and associations with an high level of sophistication. Karl works closely with his client’s tax and legal advisors to seeking to provide a cohesive and coordinated approach to wealth management.

        An active member of his community, Karl currently serves on the Board of Directors for the Rotary Club of New Orleans as the Treasurer. Karl and his wife Penny live in New Orleans with their two English Bulldogs, Nikki and Brunswick. They enjoy traveling internationally to new locations and have been to 36 different countries.
        Securities Agent: TX, MS, LA, VT, TN, NV, NC, MO, MI, MA, IN, GA, FL, DE, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
        NMLS#: 1255658

        About Me

        Cyndi brings over 35 years of experience in financial services to the team. As Senior Registered Associate, she is often the first point of contact for clients calling in with questions about their accounts. Cyndi assists clients and advisors with various administrative tasks, such as opening accounts, transfers and ensuring that paperwork is properly filled out and processed. She began her career with Howard Weil Labouisse Fredrichs, Inc., working in operations before moving into her current role. Cyndi holds a Series 7, Series 66 and a Life, Health and Variable Louisiana insurance license.

        Born and raised in New Orleans, Cyndi now calls Metairie home along with her beloved pets: five birds and two dogs. She is active in her church, where she shares her talent as a singer. During her down time Cyndi loves to crochet or spend time with friends and family.
        From Our Team

        Global Investment Committee Weekly


        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
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        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
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        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
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        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
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        Ready to start a conversation? Contact The Hudson Koppy Group today.
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        1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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        4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

        5Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

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        7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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