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
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

Betsy Wellington

Client Service Administrator

Jill Kaz, CFP®

Financial Planner

Tom Buhrmann, CIMA®

Wealth Advisor

Jaclyn Simon

Senior Client Service Administrator

Mary Berman

Client Service Administrator

Mary Ann Sendik

Client Service Administrator

Joanna Hurley

Receptionist & Administrative Assistant

Joseph Thompson

Wealth Associate

Brian Wendt

Senior Client Service Administrator

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Lauren Ross

Manager of Investment Operations

William M. Perry, CFP®, CIMA®

Senior Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Kathy Klein, CFP®

Wealth Advisor

John Mariscalco, CFA®

Associate Wealth Advisor

Marcie Nach, CFP®

Financial Planner

Dennis Barron

Marketing & Communications Coordinator

Wendy Sabul-Mintzer

Operations Associate

Whitney Beswick

Operations Associate

Mark Weil, CFP®

Wealth Advisor

Lee Ford

Manager of Operations & Client Service

Vishaal Tummala, CFP®

Wealth Associate

Toni Bregenzer

Manager of Risk & Client Service

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Lindsay Pflug

Manager of Training & Process Development

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Michele Turner

Client Service Administrator

Cory Rappaport, CPA

Wealth Associate