Copeland

800.725.1622, ext. 105
Direct and text: 909.353.2620

Meet Chuck

Charles Copeland, Portfolio Strategist
San Diego Office

Chuck, who joined Elevage Partners in 2012, leads our investment committee.

With over 20 years of experience in financial services, Chuck shares Elevage Partners’ passion and vision for helping clients retire successfully.

Chuck’s background includes a Bachelor of Science in Economics from University of California Riverside, a Master's in Economics from Cal Poly Pomona, and time with Epic Management and Copeland Wealth Management before starting with Elevage Partners.

“My goal is for Elevage Partners’ clients to be better off because of the work I’ve contributed to their plan.”

Outside of work Chuck enjoys time with his family, playing golf and tennis, and reading any chance he gets.