David James Copeland
Chief Executive Officer at Strategic Wealth Partners Group LLC
David James Copeland active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 31/12/2007 | - |
| Chief Investment Officer | 31/12/2007 | - | |
| Founder | 31/12/2007 | - | |
| Portfolio Manager-Equities | 31/12/2007 | - | |
| Head of Private Banking | 31/12/2007 | - |
Career history of David James Copeland
Training of David James Copeland
| University of Michigan | Undergraduate Degree |
| Northwestern University | Masters Business Admin |
Statistics
International
| United States | 4 |
Operational
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
| Chief Executive Officer | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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 |
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