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Mark Edward Copeland
Fondateur chez
Signature Estate & Investment Advisors LLC
Profil
Mr. Mark E.
Copeland is a Principal Managing Partner at Signature Estate & Investment Advisors LLC.
He is one of firm's four founding partners who have shared over two decades of teamwork together.
He lays emphasis in Investment Planning and Wealth Management with affluent individuals, athletes and corporations.
Currently, he is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC.
Since 1988, Mr. Copeland has been in the securities and insurance business.
Mr. Copeland received his Bachelors of Science degree in Political Science from the University of California, Los Angeles.
He is a CERTIFIED FINANCIAL PLANNER practitioner with the Certified Financial Planner Board of Standards, Inc., having completed the CFP professional education program through the College of Financial Planning in 1993.
He is also a licensed insurance agent.
Postes actifs de Mark Edward Copeland
| Sociétés | Poste | Début |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Fondateur | 01/01/1997 |
Formation de Mark Edward Copeland
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
76
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
