Derek Copeland
Derek Copeland
Elected Official
Elected Official
About ME
Derek Copeland - Delivering Investment Solutions in Charlotte
Based in Charlotte, North Carolina, Derek Copeland guides MCM Partners as principal and delivers a host of commercial real estate solutions that meet the needs of qualified, accredited investors. Including both debt and equity solutions, the long-term investment opportunities Derek Copeland and his team at MCM Partners offer to investors are carefully vetted. A vast majority of the deals offered are with national credit tenant companies in the Southeast United States and are typically triple net leases designed to provide for passive income. He has developed an accredited investor list that spans over 400 investors, three-quarters of whom have participated in multiple transactions.
Mr. Copeland previously guided SilverRock Wealth Partners in Charlotte as CEO and president, and provided independent wealth advisory services that met clients’ objectives and risk tolerances. Before SilverRock Wealth, Mr. Copeland’s experience extends to nearly a decade spent as senior vice president with Morgan Stanley. Responsible for a $150 million book of wealthy clients, he designed financial plans for both individuals and corporations. He also engaged with attorneys in developing plans that ensured individuals and organizations goals were being met. Derek Copeland’s responsibilities extended to 401(k) administration, and he supported small and mid-size companies in designing retirement plans.
Mr. Copeland is active in the community and serves of the Board of Directors for the Charlotte Mecklenburg Police Foundation and the Steve Smith Family Foundation. Derek is an avid golfer, tennis player and enjoys hunting and fishing with his two boys.
- The BlogThoughts, musings, and ruminations.December 27, 2024The Leukemia & Lymphoma Society (LLS), which supports research and education in these areas,...Over the past 75 years, the Leukemia & Lymphoma Society (LLS) has maintained a mission of...July 9, 2024Wealth management and advisory refer to helping clients make investment decisions and multiply...
Education
University of Florida
Aug 1, 1992 - May 1, 1996
BS - Finance
Professional experience
Hillsborough County Soil and Water Conservation District Member
Nov 1, 1992 - Mar 1, 1996
Elected Official
MCM Partners
Jan 1, 2022 - Present
Principal
SilverRock Wealth Partners
Mar 1, 2017- Jan 1, 2023
CEO/President
Morgan Stanley
May 1, 2008 - Mar 1, 2017
Senior VP
Blackbird Holdings
May 1, 2008 - Mar 1, 2017
Senior Analyst
Accenture
Jul 1, 1996 - Apr 1, 2000
Consultant
© 2019