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Michael Cope

Michael Cope

V.P. Wealth Management

Followers of Michael Cope223 followers
location of Michael CopeDenver, Colorado, United States

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  • Timeline

  • About me

    Senior Vice President of Wealth Management at UBS

  • Education

    • Weatherhead School of Management at Case Western Reserve University

      1983 - 1984
      MBA Corporate Finance

    • Kent State University

      1980 - 1982
      B.S. Finance

  • Experience

    • Merrill Lynch

      Dec 1988 - Jan 2014
      V.P. Wealth Management

      Private Wealth Management Institutional Fixed Incone Sales

    • U.B.S.Financial Services Inc.

      Jan 2014 - now
      First Vice President- Wealth Management

      Senior Portfolio Manager- primary responsibilities include all aspects of Wealth Management including asset allocation, portfolio manager selection and evaluating alternative investments

    • UBS

      Jan 2014 - now
      Senior Vice President of Wealth Management

  • Licenses & Certifications

    • **Registered States** AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

      FINRA