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. Currently, he serves on the Advisory Board for CAIS, a leading alternative investment platform for independent RIAs. He is an active participant, and has been a presenter, at the annual Focus Financial CIO meetings. He has also served on the PIMCO Advisory Board and J.P. Morgan Advisory Council. In addition to advising clients, he is a committee member of the Jewish Federation of Metropolitan Chicago (JFMC/JUF) and board member of the LaRabida Children’s Hospital Foundation. Additionally, he serves as chairman of the Northmoor Education Foundation and is a member of the board of directors of the Northmoor Country Club.

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

Leadership & Community

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

Education

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

Vishaal Tummala, CFP®

Wealth Associate

Wendy Sabul-Mintzer

Operations Associate

William M. Perry, CFP®

Senior Wealth Advisor

Whitney Beswick

Operations Associate

Andrew Cohn, AIF®

Retirement Plan Advisor

Mary Berman

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Jaclyn Simon

Co-Manager, Client Service

Marcie Nach, CFP®

Financial Planner

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Brian Wendt

Co-Manager, Client Service

Toni Bregenzer

Risk and Compliance Manager

Jill Kaz, CFP®

Financial Planner

Michele Turner

Client Service Administrator

John Mariscalco, CFA®

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Lauren Ross

Manager of Investment Operations

Dennis Barron

Marketing & Communications Coordinator

Lee Ford

Information Technology Manager

Joseph Thompson

Associate Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Betsy Wellington

Client Service Administrator

Cory Rappaport, CPA

Associate Wealth Advisor

Jenny Jesse

Client Service Administrator

Mark Weil, CFP®

Wealth Advisor