• 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 Blog

    Thoughts, musings, and ruminations.

    The 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...
    Wealth 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

  • Derek Copeland's Online

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