Principal/Senior Portfolio Manager, Conservest Capital Advisors
Christina Copeland is a Principal Senior Portfolio Manager at Conservest and serves on the firm’s Investment Policy Committee. With over 25 years of experience in the high net worth space, beginning at JP Morgan Private Bank, she provides comprehensive wealth management services to individuals and families. She is personally dedicated to building long-term relationships based on integrity and working collaboratively with clients to develop strategies that preserve and grow their wealth consistent with their needs.
She is a graduate of Drexel University where she received her Bachelor of Science in Finance. She went on to complete her Master’s Degree in Finance, also from Drexel University. She participates in continuing education via the WIN network of Philadelphia and completed a certificate in portfolio planning from Wharton’s Executive Education.
Christina serves on boards that have included CASA Philly, CraftNOW Philly, and currently The Haverford School. She lives in Newton Square, PA with her family.
