David Copeland

David Copeland

Principal

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 the Harris Bank.

David has applied his many years of investment experience to the development of the firm’s investment philosophy. He is committed to imparting and managing a consistent philosophy among the SWP team and making sure that all client recommendations reflect this philosophy. David realizes that, by nature, calling short-term market moves can be treacherous. It is more important to focus on what types of risks can be expected.

David will go the extra mile to build custom solutions for clients that are best suited to their individual situations. Rather than focusing on the pure return portion of a manager’s track record, he believes clients will benefit most from strategies based on consistency. Those strategies are only discovered through due diligence and investment experience.

David is passionate about helping others succeed by continually deepening his knowledge base. He actively exchanges opinions and insights with other industry professionals and has served on the PIMCO Advisory Board and J.P. Morgan Advisory Council. In addition to advising clients, David lends his time to guiding philanthropic organizations, such as the Jewish Federation of Metropolitan Chicago (JF/JUF) and the LaRabida Children’s Hospital, in achieving their financial goals and carrying out their missions.

David enjoys spending time with his wife and three adult children. In his free time, he likes to work on his golf game, run and travel.

Leadership & Community

Pooled Endowment Portfolio Investment Committee Member, Jewish Federation of Metropolitan Chicago (JF/JUF)
Legacy and Endowment Committee Member, Jewish Federation of Metropolitan Chicago
Foundation Board Member, LaRabida Children’s Hospital
Board of Directors, Northmoor Country Club
Founding Member, CAIS Advisory Board
NAPFA Associate, The National Association of Personal Financial Advisors

Education

MBA, Northwestern University’s JL Kellogg Graduate School of Management
BBA in Finance, University of Michigan

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Tom Buhrmann, CIMA®

Wealth Advisor

Vishaal Tummala

Wealth Associate

Toni Bregenzer

Manager of Risk & Client Service

Ben Smith, CFP®

Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Marcie Nach, CFP®

Financial Planner

Eli Friedman

Senior Client Service Administrator

Jaclyn Simon

Client Service Administrator

Brian Wendt

Client Service Administrator

Lauren Ross

Investment Operations Analyst

Kathy Klein, CFP®

Wealth Advisor

Jarodd White

Wealth Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Gabrielle Wagor

Receptionist & Administrative Assistant

Dennis Barron

Marketing & Communications Coordinator

Adam Rudolph, CFP®

Associate Wealth Advisor

Lee Ford

Manager of Operations & Client Service

Kurtis Fluck

Investment Operations Analyst

Barry Spitzer

Business Development

Joanna Hurley

Receptionist

Lindsay Pflug

Manager of Training & Process Development

Betsy Wellington

Client Service Administrator

Whitney Beswick

Operations Associate

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Mark Weil, CFP®

Wealth Advisor