Serving Newport Beach

A Registered Investment Advisor Firm


Newport Beach, CA TEAM



Mark Copeland

Founding Partner
CFP®, AIF®

Michael Evans

Partner
CFP®, CMFC

Terence Da Cunha

Partner
CFP®, AIF®

Hampton C. Adams III

Financial Advisor
MBA, AIF®

Jim Bray

Financial Advisor
CFP®

Bill Collopy

Advisor
CMFC®, AIF®, MBA

Ronald Reyes

Senior Trader
CMT®, CMFC®

Chad Miller

Associate Advisor
AIF®

Natalie Rodgers

Registered Associate

Stephanie Perkins

Client Services Manager

Shana Packard

Client Services Specialist

Paula Hart

Client Services Associate

Toan Nguyen

Developer

Tailored to meet the unique needs of affluent individuals, institutions, and corporations






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