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Christina Copeland

Christina Copeland

Principal, Senior Portfolio Manager at Conservest Capital Advisors, Inc.

United States

About

Christina Copeland is Principal and Senior Investment Manager at Conservest Capital Advisors, where she develops customized wealth preservation and growth strategies for high-net-worth individuals and families. With over 20 years at Conservest, she is a member of the firm's Investment Policy Committee and is recognized for her client-focused approach and leadership in strategic portfolio management.

Christina specializes in constructing and managing diversified portfolios across multiple asset classes, with expertise in equities, fixed income, and alternative investments, tailored to sophisticated private clients. She regularly shares her insights as a speaker at industry events such as the Private Wealth Mid-Atlantic Forum and the Women in Investing Network of Philadelphia.

Prior to joining Conservest, Christina worked at JP Morgan Private Bank. She holds both a Master of Science and a Bachelor of Science in Finance (with Economics) from Drexel University, and earned a certificate in portfolio planning from Wharton’s Executive Education program. Christina is also noted for her board service and leadership with various Philadelphia-area non-profits.

Career History

OrganizationRoleDate RangeDetails
Conservest Capital AdvisorsPrincipal, Senior Portfolio ManagerSep 2003 to Present
Conservest Capital AdvisorsPortfolio ManagerSep 2003 to Present
Conservest Capital AdvisorsSenior Portfolio ManagerSep 2003 to Present
JP Morgan Private BankPrivate Client AssociateJun 1999 to Sep 2003

Education

Drexel University

Master of Science, Finance

Drexel University

Bachelor of Science, Finance and Economics

Skills & Expertise

Fixed Income
Equities
Bloomberg
Asset Management
Asset Allocation
ETF's
Emerging Markets
Investment Strategies
High Yield Bonds
Convertible Bonds
International Bonds
FactSet
Portfolio Management
Foreign Currency
International Capital Markets
Financial Markets
Equity Research

Others at Conservest Capital Advisors, Inc. (2)

NameRoleLocation
Brendan Moleski
Brendan Moleski
Investment AnalystPhiladelphia, PA , United States
Kristin Sindoni
Kristin Sindoni
Portfolio ManagerBryn Athyn, PA , United States

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