David James Copeland
Vorstandsvorsitzender bei 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.
Aktive Positionen von David James Copeland
Unternehmen | Position | Beginn |
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Strategic Wealth Partners Group LLC
Strategic Wealth Partners Group LLC Investment ManagersFinance Strategic Wealth Partners Group LLC (SWP) is a SEC-registered investment advisor and wealth management firm headquartered in Deerfield, Illinois. The firm was founded by David J. Copeland and Neal H. Price in 2008 as the successor firm of Strategic Wealth Partners LLC. They are wholly owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). SWP provides advisory services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Vorstandsvorsitzender | 01.01.2008 |
Ausbildung von David James Copeland
Northwestern University | Masters Business Admin |
University of Michigan | Undergraduate Degree |
Erfahrungen
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Private Unternehmen | 1 |
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Strategic Wealth Partners Group LLC
Strategic Wealth Partners Group LLC Investment ManagersFinance Strategic Wealth Partners Group LLC (SWP) is a SEC-registered investment advisor and wealth management firm headquartered in Deerfield, Illinois. The firm was founded by David J. Copeland and Neal H. Price in 2008 as the successor firm of Strategic Wealth Partners LLC. They are wholly owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). SWP provides advisory services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |