Two New Wealth Advisors Join Madison Team

Madison Wealth Management recently welcomed two new Wealth Advisors, Julie Albright, CFA, CFP®, and Robert Copeland, III, CFP®, CAP®, to its talented team of professionals.

“We are very pleased to welcome both Julie and Rob to our team,” said Jim McDermott, Madison’s President. “We are confident that their considerable experience and expertise will add tremendous value to our client relationships and our firm.”

Based in our Cincinnati office, Julie Albright, a Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ practitioner, has nearly 20 years experience in the financial services industry.  Most recently, Julie led the development of advisory services for retirees at Financial Engines, Inc., an independent investment advisor based in Sunnyvale, CA.  Prior to this, Julie was Director of Investment Advisory Services at San Francisco based Harris myCFO, Inc., a wealth management firm serving high-net-worth individuals and families. Active in her community, Julie serves as Trustee for the Junior League of Cincinnati Endowment and volunteers with numerous organizations focused on education, including instruction in financial literacy. She is also a member of Impact100, a charitable giving circle based in Cincinnati.  Julie is a member of the CFA Institute, the CFA Society of Cincinnati, and the Financial Planning Association of Southwestern Ohio.

Julie earned her MBA from Stanford University with a focus in Finance and Strategy.  She earned her BA in Mathematics and Economics, summa cum laude, from Bowdoin College, and studied abroad at the London School of Economics.  Julie resides with her husband and two children in Mason, Ohio.

 

 

Rob Copeland is a CERTIFIED FINANCIAL PLANNER™ practitioner with nearly 15 years of experience in the financial services industry.  Most recently, Rob was with USAA in Vienna, Virginia serving as a wealth manager.  Previously Rob was a relationship manager at an independent advisory practice in Vienna, VA which served affluent families. He is a member of the National Capital Area Chapter of the Financial Planning Association.  In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, Rob is also a Chartered Advisor in Philanthropy (CAP®) and served as the director of philanthropic development at a financial consulting firm in New England.

Based in our Leesburg, Virginia office, Rob is a Northern Virginia native, earning his BA in Finance from James Madison University.  Married with three children, Rob resides in Fairfax, VA where he is active volunteering at his children’s school, family’s church, and running for Athletes v. Epilepsy, a nationwide program for athletes, coaches and volunteers that raises awareness and funds for the Epilepsy Foundation.  Rob also enjoys reading historical biographies, family travel to New England, and playing competitive amateur golf.