Based in Charlotte, North Carolina, Derek Copeland has served as a Principal and Managing Director with MCM Partners since 2022. In this position, he supports the organization’s exploration of commercial real estate preferred equity and lending opportunities, with a focus on qualified, accredited investor partnerships. Derek Copeland also manages daily operations at MCM Partners, including sourcing new debt and equity investors and integrating new technologies, such as MCM Partners’ innovative client portal. He has developed a list of more than 400 accredited investors, with three-quarters of investors returning to MCM Partners to complete multiple deals.
Between 2017 and 2023, Mr. Copeland drove operations at the independent wealth advisory firm SilverRock Wealth Partners as the Chief Executive Officer and President. During his time as Senior Vice President at Morgan Stanley, he managed a $150 million client portfolio. His past positions include Senior Vice President at UBS Financial Services and Senior Analyst for Blackbird Holdings.
Mr. Copeland holds a degree in finance from the University of Florida. He received Outstanding Male Graduate honors, a distinction reserved for the graduating class’s top male student. He is a University of Florida Hall of Fame inductee.