David Copeland is a principal and co-founder of Strategic Wealth Partners, an RIA firm with approximately $3.7 billion in assets under advisement as of December 31, 2021.

He founded Strategic Wealth Partners in 2008 after serving as Senior Managing Director with Mesirow Financial for 21 years. He has also held investment positions with Merrill Lynch and commercial banking positions with Harris Bank.

I sat down with David at the 2022 CAIS Alternative Investment Summit in Beverly Hills, CA and we discussed his approach to investing and how alternatives play an important role in his clients’ portfolios.

You don’t reach the summit of 14,000 foot mountains more than 150 times without learning a few things along the way about life, health, and adventure.

In today’s adventure episode, I talk to financial pros Skip Schweiss and Scott MacKillop. Between them, they’ve climbed mountains all over the world and lived a life of adventure while building thriving careers as executives in financial services.

I’ve had the pleasure of joining them on several trips and can attest to their skill and wisdom, but more importantly, to their sense of team and community. They’ll be the first people on the mountain to help someone in distress and they pack “extras” just in case someone besides themselves needs help (and I know because I was on the receiving end of their help!).

Ben Harrison is the Co-Head, Wealth Solutions at BNY Mellon | Pershing, one of the industry’s largest custodians.

I sat down with Ben at the CAIS Alternative Investment Summit in Beverly Hills, CA and we discussed the biggest challenges and opportunities facing financial advisors as well as his thoughts on what’s happening in the alternative investment space.