David Copeland

David Copeland Email and Phone Number

Principal at Strategic Wealth Partners @ Strategic Wealth Partners (SWP)
deerfield, illinois, united states
David Copeland's Location
Deerfield, Illinois, United States, United States
David Copeland's Contact Details

David Copeland personal email

n/a

David Copeland phone numbers

About David Copeland

Wealth Manager for high net worth individuals and small institutions.Specialties: Wealth Management & Investment Management

David Copeland's Current Company Details
Strategic Wealth Partners (SWP)

Strategic Wealth Partners (Swp)

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Principal at Strategic Wealth Partners
deerfield, illinois, united states
Website:
stratwealth.com
Employees:
37
David Copeland Work Experience Details
  • Strategic Wealth Partners (Swp)
    Principal
    Strategic Wealth Partners (Swp) May 2008 - Present
    Strategic Wealth Partners is an investment advisory and financial planning firm providing successful wealth strategies and independent, objective advice to high net worth individuals and institutions. Visit www.stratwealth.com for more information.
    View
  • Mesirow Financial
    Senior Managing Director
    Mesirow Financial 1987 - May 2008
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  • Merrill Lynch
    Vice President
    Merrill Lynch 1981 - 1987
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  • Harris Bank
    Banking
    Harris Bank 1978 - 1980
    Greater Chicago Area
    View

David Copeland Skills

Investment Management Wealth Management Investment Advisory Strategic Financial Planning Strategy Financial Planning Wealth Management Services Investments Wealth Management High Net Worth Individuals Asset Management Alternative Investments Due Diligence Banking

David Copeland Education Details

Frequently Asked Questions about David Copeland

What company does David Copeland work for?

David Copeland works for Strategic Wealth Partners (Swp)

What is David Copeland's role at the current company?

David Copeland's current role is Principal at Strategic Wealth Partners.

What is David Copeland's email address?

David Copeland's email address is co****@****ial.com

What is David Copeland's direct phone number?

David Copeland's direct phone number is +122463*****

What schools did David Copeland attend?

David Copeland attended Northwestern University - Kellogg School Of Management, University Of Michigan.

What skills is David Copeland known for?

David Copeland has skills like Investment Management, Wealth Management, Investment Advisory, Strategic Financial Planning, Strategy, Financial Planning, Wealth Management Services, Investments, Wealth, Management, High Net Worth Individuals, Asset Management.

Who are David Copeland's colleagues?

David Copeland's colleagues are Michele Turner, Eric O'brien Cfp®, Adam Rudolph Shemaria, Cfp®, William M. Perry, Michael Karmin, Cfp®, Cfa®, Michael Tuber, Brian Wendt.

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