Copperleaf Capital Employee Directory

Q: Who are Copperleaf Capital key employees?

Some of Copperleaf Capital key employees are Penny Mathis , Christine MacMathis

Copperleaf Capital corporate office is located in 5904 Six Forks Rd Ste 201, Raleigh, North Carolina, 27609, United States and has 1-10 employees.

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Key Employees of Copperleaf Capital

PM
Penny Mathis
Director, Operations
PhoneEmail
CM
Christine MacM...
Head of Operations
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Copperleaf Capital Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Copperleaf Capital

Hundreds of professionals searching for Copperleaf Capital have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CS
Colton Strawn
Email Direct
Financial Advisor
United States , North Carolina , Raleigh

BP
Brad Playford
Email Direct
Financial Advisor
United States , North Carolina , Raleigh

CM
Christine MacMathis
Email Direct
Head of Operations
United States , North Carolina , Raleigh

PM
Penny Mathis
Email Direct
Director, Operations
United States , North Carolina , Raleigh

Former Employees at Copperleaf Capital

Explore people who held key positions, contributed to Copperleaf Capital's success, and advanced their careers.

MA
Matthew Altman
Senior VP, Advanced We... at Lido Advisors
Worked as Financial Advisor
at Copperleaf Capital (2022-2022)
Email Direct
RS
Rachael Stack
Manager, Revenue Opera... at FMT Solutions
Worked as Chief Operating Officer
at Copperleaf Capital (2018-2026)
Email Direct

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Frequently Asked Questions Regarding Copperleaf Capital Employees

How many employees does Copperleaf Capital have?

Copperleaf Capital has 1-10 employees

Who are Copperleaf Capital key employees?

Some of Copperleaf Capital key employees are Penny Mathis, Christine MacMathis

Where is Copperleaf Capital located?

Copperleaf Capital’s headquarters are located at 5904 Six Forks Rd Ste 201, Raleigh, North Carolina, 27609, United States

How do I contact Copperleaf Capital?

Copperleaf Capital Contact Info: Phone number: (919) 787-9725 Website: www.copperleafcapital.com

What does Copperleaf Capital do?

Copperleaf Capital is an independent financial services firm that specializes in creating retirement strategies tailored to the unique needs and objectives of its clients. They offer a range of investment and insurance products, along with investment advisory services provided by a registered investment advisor. The firm focuses on helping individu... Read More

Is Copperleaf Capital a public company?

Copperleaf Capital is private company therefore does not currently have an official ticker symbol

See more information about Copperleaf Capital Employees