Nick Copenhaver
Alliance Bernstein
Nashville, Tennessee
Contact
How to contact
nick.copenhaver@bernstein.com
Professional Profile
Call Me When
Your client is a founder with no plan for the day after. I align the personal side with the deal so they have clarity, fewer second thoughts, and a faster close. Or to talk helicopters.
Professions
Investor
Wealth Manager
Functional Expertise
Capital markets
Charitable giving
Estate planning
Fiduciary
Finance
Financial Modelling
Investments
Private equity
Private placements
Real estate
Retirement
Risk management
Strategic planning
Tax
Trusts
Venture capital
Exit/Transition Planning
Business Focus
Pre-transaction planning and institutional investment management for founders — helping them build a personal wealth strategy that works alongside their business, before and after the deal.
Professional Certification
Certified Financial Planner (CFP); MBA
Client Industries
Business Services
Energy/Utilities
Health/Pharma/Biotech
Manufacturing
Non-profit
Real Estate/Construction
Client Results
Founders leave the transaction knowing their real number, with a wealth plan already in place. Less anxiety, fewer regrets, and a day after that doesn't start from scratch.
Chapter information
Membership
Nashville Individual
Member since
New Member
Why I'm a Member of XPX
Coordinated advisors produce better outcomes for owners. XPX creates that table. I want to be a useful seat at it, and send the right people to the right seats.
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