David James Copeland
Algemeen Directeur bij Strategic Wealth Partners Group LLC
Actieve functies van David James Copeland
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Algemeen Directeur | 01-01-2008 | - |
| Chief Investment Officer | 01-01-2008 | - | |
| Oprichter | 01-01-2008 | - | |
| Portefeuillebeheerder-Aandelen | 01-01-2008 | - | |
| Hoofd van Private Banking | 01-01-2008 | - |
Loopbaan van David James Copeland
Opleiding van David James Copeland
| Northwestern University | Masters Business Admin |
| University of Michigan | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Undergraduate Degree | 1 |
| Masters Business Admin | 1 |
| Chief Executive Officer | 1 |
Sectoraal
| Consumer Services | 3 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
