Cope Connelly

Joseph Cope is a CFP® professional with 21 years of experience in the financial services industry. He is a managing partner at Cope Connelly and has held roles at firms including XPS Capital LLC, Park Avenue Securities, Guardian Life Insurance Company, and First Financial Group. Outside of his advisory work, he is a managing member of C4M Global Advisors, involved in hedge fund operations, and serves as a general partner handling public relations for Prosomnus Sleep Technologies. Cope Connelly provides portfolio management, financial planning, pension consulting, and private placement consulting to individuals, pension and profit-sharing plans, and business entities. The firm manages pooled investment vehicles and offers a weekly newsletter, employing individualized investment policy statements and a long-term trading approach that includes technical analysis.

Kevin Cope is a CFA® charterholder with eight years of industry experience. He is currently a managing member at Cope Connelly and C4M Global Advisors LLC, and previously worked at Hutchinson Capital Management. His roles include oversight of special purpose vehicle governance and administration. Cope Connelly provides portfolio management, financial planning, pension consulting, and private placement consulting to individuals, pension and profit-sharing plans, and business entities. The firm manages pooled investment vehicles and special-purpose funds, employing charting and technical analysis with a long-term trading orientation, and offers a weekly subscription newsletter to clients.