David James Copeland
Amministratore Delegato presso Strategic Wealth Partners Group LLC
Posizioni attive di David James Copeland
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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. | Amministratore Delegato | 01/01/2008 | - |
| Direttore degli Investimenti | 01/01/2008 | - | |
| Fondatore | 01/01/2008 | - | |
| Gestore di Portafoglio-Azioni | 01/01/2008 | - | |
| Responsabile della banca privata | 01/01/2008 | - |
Storia della carriera di David James Copeland
Formazione di David James Copeland
| Northwestern University | Masters Business Admin |
| University of Michigan | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
| Chief Executive Officer | 1 |
Settori
| Consumer Services | 3 |
| Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 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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