James Copeland's Location
Leeds, Leeds, United Kingdom
James Copeland's Work
- Independent Financial Advisor @ Elevage Partners
- Independent Financial Advisor @ Midas Investment Management
- Director, Client Advisor @ UBS
- Senior Manager | Wealth Advisory @ PwC
- Analyst @ Arthur Andersen & Co.
James Copeland's Education
- University of York
Bachelor of Science (Biology)
1994 - 1998
James Copeland's Skills
- Wealth Management
- Asset Management
- Private Banking
- Portfolio Management
- Strategic Financial Planning
- Pensions
- Alternative Investments
- High Net Worth Individuals
- Investments
- Investment Management
James Copeland's Summary
James Copeland, based in Leeds, Leeds, United Kingdom, is currently a Independent Financial Advisor at Copeland Wealth Management, bringing experience from previous roles at Midas Investment Management, Ubs, PWC and Arthur Andersen & Co.. James Copeland holds a 1994 - 1998 Bachelor of Science in Biology @ University of York. With a robust skill set that includes Wealth Management, Asset Management, Private Banking, Portfolio Management, Strategic Financial Planning and more, James Copeland contributes valuable insights to the industry. James Copeland has 2 emails on RocketReach.
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