Serving Newport Beach

A Registered Investment Advisor Firm


Newport Beach, CA TEAM



Mark E. Copeland

Founding Partner
CFP®, AIF®

Michael Evans

Partner
CFP®, CMFC

Terence Da Cunha

Partner
CFP®, AIF®

Hampton C. Adams III

Financial Advisor
AIF®

Jim Bray

Financial Advisor
CFP®

Bill Collopy

Advisor
MBA, CMFC®, AIF®

Ronald Reyes

Senior Manager, Trading Technologies
CMT®, CMFC®

Chad Miller

Advisor
CFA®

Natalie Rodgers

Client Service Manager

Stephanie Perkins

Client Service Manager
AIF®

Paula Hart

Client Services Associate

Toan Nguyen

Developer

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






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