David Copeland, MBA

At a glance

  • 9 years of business and client service experience
  • MBA, Master of Business Administration
  • Bachelor's Degree in Economics

David Copeland, MBA

Relationship Manager

How do I help clients live better?

There is a sense of clarity and confidence that comes from taking control of your finances. I have the privilege of helping clients put clear, practical plans in place to support where they are today and where they want to go tomorrow. I approach every relationship with a genuine commitment to understanding what matters most to each client and helping them move forward with confidence.

Outside of work…

I enjoy spending time with friends and family, and playing tennis. My fiancée and I live in Madison with our two mini dachshunds and love exploring new areas along the Connecticut shoreline.

Favorite quote

We are what we repeatedly do. Excellence, then, is not an act, but a habit."
— Aristotle

At a glance

  • 9 years of business and client service experience
  • MBA, Master of Business Administration
  • Bachelor's Degree in Economics

Log into Fidelity Investments

X