David Copeland is a principal and co-founder of Strategic Wealth Partners, an RIA firm with approximately $3.7 billion in assets under advisement as of December 31, 2021.
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.
I sat down with David at the 2022 CAIS Alternative Investment Summit in Beverly Hills, CA and we discussed his approach to investing and how alternatives play an important role in his clients’ portfolios.
Between Now and Success