Mary Copeland

Senior Analyst

Mary Copeland is a Senior Analyst at Innovest Portfolio Solutions on the Client Service Team. In her role, she strives to create exceptional client experiences and interactions by facilitating money movement, portfolio trading, account onboarding, and ongoing account maintenance.

Prior to joining Innovest, she worked at JP Morgan, where she was a Senior Investment Professional before becoming an Analyst on the JP Morgan Active Trade Desk.

She is originally from San Antonio, Texas and lived in Austin before moving to Colorado. Outside of work, Mary enjoys playing golf, cycling, and exploring Denver with her boyfriend, Mack. At home, Mary enjoys spending time with her cat, Wilson.

mopeland@innovestinc.com 

(303) 694-1900 ext. 370