David Copeland Continues His Membership on the CAIS Advisory Council

Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

April 04, 2022

SWP Principal David Copeland is excited to continue his affiliation with the CAIS Advisory Council. He enjoys helping them with their mission of broadening access and education to alternative investments for the advisor community. Read more

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