Mary Copeland

Senior Analyst

Mary Copeland is a Senior Analyst at Innovest Portfolio Solutions, where she serves on the Client Service Team. In her role, Mary is dedicated to delivering exceptional service and fostering meaningful client relationships through responsive support, attention to detail, and a commitment to operational excellence. She works closely with clients and advisors to facilitate account onboarding, money movement, trading activity, and ongoing account maintenance, helping ensure a seamless and efficient client experience.

Prior to joining Innovest, Mary built a strong foundation in wealth management and investment operations through roles at JPMorgan Chase & Co., and UBS. At JPMorgan, she served as a Senior Investment Professional before joining the Active Trade Desk as an Analyst, where she supported sophisticated trading activity and client needs. She later worked as a Wealth Strategy Associate at UBS, further expanding her expertise in client service and wealth management.

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

mopeland@innovestinc.com 

(303) 694-1900 ext. 370