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Joe Cope founded Cope Connelly in 2014. Building on the firm’s foundation of wealth management, he has grown Cope Connelly into a cutting edge, consultative, multifamily office that melds institutional level strategy into high-net-worth application. (no relation to Kevin Cope)
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Kevin has more than 25 years of experience managing assets on behalf of ultra high-net-worth and institutional clients. As CIO, Kevin oversees the entire investment process including evaluating economic and financial market conditions to construct client portfolios. Kevin has managed at the highest level of institutional hedge funds, including leading west coast operations for Credit Suisse and as a portfolio manager for Cheyne Capital in London, where he was responsible for allocating over $1.5B.
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Greg has almost two decades of experience in trading, operations, and compliance within the financial services industry. He has established and managed institutional trade desks throughout the country and successfully led firms through regulatory examinations while establishing compliance programs for investment advisors and broker-dealers. Greg oversees the firm’s operations department and implements the firm’s compliance and supervisory programs.
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Karla Fitzgerald is a Client Advisor at Cope Connelly. Karla has worked with Cope Connelly for over 7 years, honing her skills in delivering strategic financial advice and service. She is meticulous about detail and shares a passion for seeing clients succeed.
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Martin Perez is an Investment Operations Specialist with Cope Connelly. Martin handles trading, processing, cash management and other client account matters. He is passionate about execution and going above and beyond.
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Dianne Birch runs Cope Connelly’s Client Accounting and Family Office Services. She has 30 years of bookkeeping and accounting experience with both startups and established firms. Her expertise extends to all aspects of business operations, including accounts payable and receivable, HR and payroll, bill pay and wealth reporting. She exemplifies detail orientation and delivers the highest level of customer service.
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