Mark Copeland

FOUNDING PARTNER, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

NB wealth manager … firm, affiliates $6.8B AUM, $38M revenue … Financial Times top-300 U.S. registered investment advisers … former Forbes top-50 wealth manager … lives OC; firm L.A.-based … LABJ Best Places to Work 2017 … clients include athletes, cos. … licensed John Hancock insurance agent … quoted Time, Reuters … wife, four kids … firm has backed CHOC Children’s Goodwill