David James Copeland

Directeur Général chez Strategic Wealth Partners Group LLC

Profil

Mr. David J.
Copeland is a Principal at Strategic Wealth Partners Group LLC.
He has been helping clients with their financial affairs since 1981.
He has applied his many years of investment experience to the development of the firm’s investment philosophy.
He is committed to imparting and managing a consistent philosophy among the SWP team and making sure that all client recommendations reflect this philosophy.
He is serving on the PIMCO Advisory Board and J.P.
Morgan Advisory Council.
In addition to advising clients, he lends his time to guiding philanthropic organizations, such as the Jewish Federation of Metropolitan Chicago and the LaRabida Children’s Hospital, in achieving their financial goals and carrying out their missions.
He founded the firm in 2008.
Mr. Copeland served as Senior Managing Director with Mesirow Financial for 21 years.
He has also held investment positions with Merrill Lynch and commercial banking positions with the Harris Bank.
He received his undergraduate degree from the University of Michigan and an MBA from Northwestern University.

Postes actifs de David James Copeland

Sociétés	Poste	Début
Strategic Wealth Partners Group LLC	Directeur Général	01/01/2008

Formation de David James Copeland

University of Michigan	Undergraduate Degree
Northwestern University	Masters Business Admin