David Copeland is Founder of Strategic Wealth Partners in 2008 after serving as Senior Managing Director with Mesirow Financial for 21 years. He applies 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 ensuring that all client recommendations reflect this philosophy. Currently, he serves on the Advisory Board for CAIS. He has also served on the PIMCO Advisory Board and J.P. Morgan Advisory Council. In addition to advising clients, he is a board member of the LaRabida Children’s Hospital Foundation. David earned his BBA in Finance from The University of Michigan and his MBA from Northwestern University.
