David Copeland

Principal at Strategic Wealth Partners (SWP)
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Contact Information
us****@****om
(386) 825-5501
Location
Deerfield, US
Skills

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Bio

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Experience

  • Strategic Wealth Partners (SWP)
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Principal
      • May 2008 - 15 years 8 months

      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.

  • Mesirow
    • United States
    • Financial Services
    • 500 - 600 Employee
    • Senior Managing Director
      • 1987 - May 2008

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • 1981 - 1987

  • BMO U.S.
    • United States
    • Banking
    • 700 & Above Employee
    • Banking
      • 1978 - 1980

      Greater Chicago Area

Education

  • Northwestern University - Kellogg School of Management
    MBA, 1981
    1980 - 1981
  • University of Michigan
    BBA, Finance
    1974 - 1978

Community

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