Mark Copeland
Senior Partner at Signature Estate & Investment Advisors LLC
About
Mark Copeland is a Senior Partner and founding member at Signature Estate & Investment Advisors, LLC (SEIA) in Newport Beach, CA, where he specializes in investment planning and wealth management for affluent individuals, professional athletes, and corporations. He plays a key role in developing tailored investment strategies, portfolio customization, and comprehensive financial planning solutions designed to meet the complex needs of high-net-worth clients.
With over 35 years of industry experience, Mark focuses on a broad range of asset classes, including equities, fixed income, alternative investments, and insurance solutions as part of holistic wealth management and estate planning services. His expertise extends to managing risk, tax strategy development, and legacy planning, leveraging SEIA's multi-asset and open-architecture platforms to address both strategic and tactical allocation opportunities.
Mark earned his Bachelor of Science degree from the University of California, Los Angeles, and holds the CFP® designation from the College for Financial Planning. He is recognized for his commitment to fiduciary standards, aligning client interests with performance-driven compensation structures and delivering exceptional value to clients across sectors such as entertainment, professional sports, and corporate executive services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Signature Estate & Investment Advisors, LLC | Senior Partner | Jan 1997 to Present | — |
Education
University of California, Los Angeles
Bachelor of Science (B.S.)
1984 — 1998
College for Financial Planning
CFP®
Skills & Expertise
Others at Signature Estate & Investment Advisors LLC (21)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Los Angeles, CA , United States | |
| Partner | Cleveland, OH , United States | |
| Senior Partner | McLean, VA , United States | |
| Partner | Cleveland, OH , United States | |
| Associate | Santa Monica, CA , United States | |
| Senior Partner | Los Angeles, CA , United States | |
| Partner | Kensington, MD , United States | |
K Kenneth Buzek | Partner | Strongsville, OH , United States |
| Partner | Cleveland, OH , United States | |
M Michael DeJohn | Partner | Cleveland, OH , United States |
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