David has been helping clients with their financial affairs since 1981. He founded Strategic Wealth Partners in 2008 after serving as Senior Managing Director with Mesirow Financial for 21 years. He has also held investment positions with Merrill Lynch and commercial banking positions with Harris Bank.
David Copeland
Principal
Strategic Wealth Partners
United States, Illinois, Deerfield
About Me
Profile Information
Principal
Strategic Wealth Partners
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Deerfield
Illinois
United States
Jul 24, 2024
Work Experience
Mesirow Financial
Senior Managing Director Jan 1987 - May 2008
Merrill Lynch
Vice President Jan 1981 - Jan 1987
Harris Bank
Banking Jan 1978 - Jan 1980
More profiles to browse
AB
Ashley Bebeau
Principal, Director of Financial Planning, Wealth Advisor & Senior Financial Planner
Peter Brunton
Chief Investment Officer and Chief Investment Strategist
MK
Michael Karmin
Principal
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST