Nick Copenhaver
Wealth Advisor @ Bernstein | Complex Planning | Entrepreneurs & Business Owners | Foundations & Nonprofits
- Role
- Vice President Wealth Advisor Bernstein Private Wealth Management at Bernstein Private Wealth Management
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Nick Copenhaver
It’s a humbling moment when you, a trained Army Ranger turned Army helicopter pilot…
Experience
Vice President Wealth Advisor Bernstein Private Wealth Management
Bernstein Private Wealth Management
Feb 2025 — Present · Nashville, TN, US
Bernstein Private Wealth Management serves as confidants to some of the world\'s most astute investors, helping them solve complex challenges - ones that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide clients and communities to achieve a more meaningful future. Bernstein advisors serve as dedicated fiduciary partners offering transparency, empathy, impactful insights, real-world experience, and a shared sense of purpose. Each client is supported by a team of specialists aligned with his or her values and needs. Together, we make clients\' dreams a destination and vision a reality, charting a course that reveals opportunities, forges deep alliances, and indelibly impacts the world they\'ve made.
Education
Norwich University
Bachelor of Science - BS
The American College of Financial Services
CFP Academic Curriculum
University of Illinois at Urbana-Champaign
Master of Business Administration - MBA
Skills
- Special Operations
- Reconnaissance
- Military Operations
- Tactics
- Foreign Affairs
- High Stress Environment
- Top Secret
- Operational Planning
- Electronic Warfare
- Flight Safety
- Team Building
- Security Clearance
- Written Communication
- Commercial Aviation
- Weapons
- Public Speaking
- Team Leadership
- Military Aviation
- Organizational Leadership
- Microsoft Powerpoint
- Interagency Coordination
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