Alternatives Often Shine When Stocks and Bonds Burn with David Copeland
Between Now and Success
English - November 25, 2022 16:06 - 30 minutes - 25.3 MB - ★★★★★ - 104 ratingsInvesting Business adviser business career coaching entrepreneur financialadvisor investing marketing small success Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Mountain Climbing Adventures with Skip Schweiss and Scott MacKillop
David Copeland is a principal and co-founder of Strategic Wealth Partners, an RIA firm with approximately $3.7 billion in assets under advisement as of December 31, 2021.
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 Harris Bank.
I sat down with David at the 2022 CAIS Alternative Investment Summit in Beverly Hills, CA and we discussed his approach to investing and how alternatives play an important role in his clients’ portfolios.