Paul Copeland

Paul Copeland is an Investment Officer at the Trust Company of Vermont in Brattleboro, VT, where he is responsible for managing client investment portfolios and providing tailored financial advisory services. His role includes overseeing asset allocation strategies and ensuring the trust's investment offerings align with clients' long-term objectives, working primarily with high-net-worth individuals, families, and institutional clients in the Vermont region.

Paul specializes in public markets, focusing on diversified portfolios across equities, fixed income, and mutual funds, and has experience implementing both traditional and alternative investment strategies. Prior to joining the Trust Company of Vermont in 2020, he served as Investment Officer and Vice President at The New Hampshire Trust Company, where he contributed to wealth management and client advisory from 2013 to 2020.

He holds a BA in Psychology from Wheaton College, providing a solid foundation for understanding client needs and behavioral finance. Paul's career is marked by a commitment to fiduciary excellence, and he is recognized for his thoughtful approach to investment management and personalized client service within the financial services sector.