Role at Kelso & Company
- Title on Schedule A
- Limited Partner, Managing Director and Chief Financial Officer
- Control
- Joseph Kopilak is a control person of Kelso & Company.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Joseph Kopilak has held the filed role since April 2021.
The firm
Form ADV filed 30 April 2026
Career on record
- Passed SIE · 2018
- Passed Series 24 · 2007
- Passed Series 7 · 2006
Registrations and exams
No current adviser or broker registration. Joseph Kopilak has passed 3 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 5 February 2007 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 23 December 2006 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Joseph Marc Kopilak
- CRD
- 2953965
- Registration status
- No current adviser or broker registration
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Joseph Kopilak work?
Joseph Kopilak has been Limited Partner, Managing Director and Chief Financial Officer of Kelso & Company, L.P. since April 2021, and is a control person of the firm.
Does Joseph Kopilak have a current investment-adviser registration?
Joseph Kopilak has no current investment-adviser or broker registration, as of 17 October 2026.
What exams has Joseph Kopilak passed?
Joseph Kopilak has passed 3 licensing exams: the Series 7, Series 24 and SIE. The earliest, the Series 7, was passed in December 2006.
Leadership at Kelso & Company
- Christopher CollinsLimited Partner and Managing Director and Co-Chief Executive Officer
- Frank LoverroLimited Partner and Managing Director and Co-Chief Executive Officer
- William WooLimited Partner, Managing Director, General Counsel and Chief Compliance Officer
- Anna AlexanderLimited Partner and Managing Director
- Philip BerneyLimited Partner, Managing Director and Chairman
- Frank BynumLimited Partner and Managing Director
- David CohenLimited Partner and Managing Director
- Forrest ComptonLimited Partner and Managing Director
- James ConnorsLimited Partner and Managing Director
- Stephen DuttonLimited Partner and Managing Director
- Matthew EdgertonLimited Partner and Managing Director
- William FrayerLimited Partner and Managing Director
- Michael GoldbergManaging Director
- Alec HufnagelLimited Partner and Managing Director
- Henry MannixLimited Partner and Managing Director
- George MatelichManaging Director
- Howard MatlinLimited Partner and Managing Director
- Hugh McBrideLimited Partner and Managing Director
- Church MooreLimited Partner and Managing Director
- Michael NicholsLimited Partner and Managing Director
- Frank NickellManaging Director
- Stanley OsborneLimited Partner and Managing Director
- David WahrhaftigLimited Partner and Managing Director
- Thomas WallManaging Director