The President of Copeland Financial Services is Charles Barry Copeland. Mr. Copeland is the portfolio manager for all client portfolios. He has the following educational background:
He has successfully completed the CFP Certification Professional Education Program at The College for Financial Planning.
He has qualified as an Investment Advisor by successfully passing the NASD Series 65 Examination for Investment Advisors.
He earned the Degree of Master of Science in Electrical Engineering from Southern Methodist University in Dallas, Texas.
He earned the Degree of Bachelor of Science in Electrical Engineering, with minors in Mathematics and Physics, from the University of New Mexico in Albuquerque, New Mexico.
Mr. Copeland has the following business background:
He formed Copeland Financial Services, LLC in 2004. He has been actively managing client portfolios since that time.
Prior to that time, Mr. Copeland worked for 21 years as a Major Account Outside Sales Representative for the Hewlett-Packard Company, actively managing technical sales in a large sales territory.
Prior to that time, Mr. Copeland worked for 16 years in various roles as an Engineer and Engineering Manager in Military R&D for Texas Instruments and as an Engineer and Project Engineer on military systems for LTV Electrosystems.