Brett Copeland

Brett Copeland is a Portfolio Manager at PMA Financial Network (also known as PRUDENT MAN ADVISORS, LLC) based in Illinois, where he oversees fixed income portfolios for institutional clients such as municipalities, school districts, and local governments. His primary responsibilities include portfolio construction, credit research, and managing risk across various fixed income securities, including government, agency, and high-grade corporate bonds. Copeland operates out of the Chicago metropolitan area, ensuring disciplined portfolio management tailored to public sector investment policies.

Prior to his current role, Brett advanced through PMA Network as an Associate Portfolio Manager and Senior Credit Analyst, where he developed deep expertise in municipal credit analysis and structured investment solutions for public funds. His career progression reflects a strong focus on public sector finance, short- to intermediate-term fixed income strategies, and cash management for institutional investors, making him a trusted resource for local government investment officers in Illinois.

Brett holds a Bachelor’s degree in Finance from Indiana University, complementing his extensive professional experience in government and agency debt, investment policy design, and cash flow modeling. His notable contributions include enhancing portfolio efficiency for school and municipal clients and contributing to PMA’s leadership in fiduciary investment services for the public sector.