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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Copeland is an active Investment Advisor Representative with Kovitz Investment Group Partners, LLC, based in Deerfield, IL. David has over 30 years of experience in the financial services industry, holding both Series 63 and Series 65 licenses. David previously worked for firms such as PURSHE KAPLAN STERLING INVESTMENTS and MESIROW FINANCIAL, INC.. In addition to his advisory work, David also has experience in various private equity ventures. David's expertise lies in providing financial planning, portfolio management, and credit, cash, and insurance solutions to individuals, families, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
05/03/2024 - Present
Kovitz Investment Group Partners, LLC (Deerfield IL)
IL
05/16/2008 - 10/31/2014
PURSHE KAPLAN STERLING INVESTMENTS (DEERFIELD IL)
IL
12/10/1993 - 05/22/2008
MESIROW FINANCIAL, INC. (CHICAGO IL)
NA
12/14/1992 - 01/01/1994
MESIROW INVESTMENT SERVICES, INC.
NY
12/02/1992 - 01/01/1993
SALOMON BROTHERS INC. (NEW YORK NY)
NA
01/08/1987 - 12/10/1992
MESIROW INVESTMENT SERVICES, INC.
NA
09/28/1981 - 01/12/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 02/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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