Elevage Partners, LLC

Jeffery Powell is a financial advisor with Elevage Partners, LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Elevage Partners since 2011. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning. The firm also manages held-away retirement accounts and private pooled investment vehicles, applying a customized investment approach that combines economic and fundamental analysis with long-term holdings and opportunistic short-term trades.

Mark Zembo is a financial advisor at Elevage Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Nationwide Investment Services Corporation for 13 years. Outside of his advisory role, he manages rental farm land in Ohio. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning, and also advises private pooled investment vehicles using a customized, patient investment approach.

Charles Copeland is a financial advisor at Elevage Partners, LLC with 25 years of industry experience. He holds the Series 65 designation and has been with Elevage Partners since 2011, as well as operating Copeland Wealth Management since 1998. Elevage Partners serves individual clients, including high-net-worth households, providing discretionary portfolio management and comprehensive financial planning. The firm also manages held-away retirement accounts and acts as adviser to private pooled investment vehicles, employing a customized investment approach that combines economic and fundamental analysis with long-term holdings and opportunistic short-term trades.

Thierry Hasse is a financial advisor at Elevage Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NatAlliance Asset Management LLC, Auriga USA Asset Management, and several related firms. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning. The firm also manages held-away retirement accounts and acts as adviser to private pooled investment vehicles, applying a customized investment approach that blends economic and fundamental analysis with both long-term holdings and opportunistic short-term trades.

Lori Powell is a financial advisor at Elevage Partners, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Nationwide Investment Services Corporation for 11 years before joining Elevage Partners in 2021. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning. The firm also manages held-away retirement accounts and private pooled investment vehicles, employing a customized investment approach that combines economic and fundamental analysis with both long-term holdings and opportunistic short-term trades.