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Christina Copeland
Principal, Senior Portfolio Manager at Conservest Capital Advisors, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Conservest Capital Advisors | Principal, Senior Portfolio Manager | Sep 2003 to Present | — |
| Conservest Capital Advisors | Portfolio Manager | Sep 2003 to Present | — |
| Conservest Capital Advisors | Senior Portfolio Manager | Sep 2003 to Present | — |
| JP Morgan Private Bank | Private Client Associate | Jun 1999 to Sep 2003 | — |
Education
Drexel University
Master of Science, Finance
Drexel University
Bachelor of Science, Finance and Economics
Skills & Expertise
Others at Conservest Capital Advisors, Inc. (2)
| Name | Role | Location |
|---|---|---|
| Investment Analyst | Philadelphia, PA , United States | |
| Portfolio Manager | Bryn Athyn, PA , United States |
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