Serving Newport Beach

A Registered Investment Advisory Firm

610 Newport Center Drive
Suite 300
Newport Beach, CA 92660

(800) 472-1066
(949) 691-3065


Newport Beach, CA TEAM



Mark Copeland

Founding Partner
CFP®, AIF®

Terence Da Cunha

Senior Partner
CFP®, AIF®

Michael Evans

Partner
CFP®, CMFC®

Hampton C. Adams III

Financial Advisor
AIF®

Jim Bray

Financial Advisor
CFP®

Ronald Reyes

Senior Manager, Trading Technologies
CMT®, CMFC®

Bill Collopy

Advisor
MBA, CMFC®, AIF®

Chad Miller

Advisor
CFA®

Brian Schiazzano

Advisor
AAMS®

Kelli French

Client Services Manager

Stephanie Perkins

Client Service Manager
AIF®

Natalie Rodgers

Client Service Manager

Paula Hart

Client Service Associate

Toan Nguyen

Developer

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


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