Raymond James financial advisors

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Marc Kopelman, CPA

Financial Advisor
Wealth Management Specialist

marc.kopelman@raymondjames.com

Marc is a financial advisor and Wealth Management Specialist at Harbor Investment Management where he focuses on providing comprehensive financial planning services to our clients and assisting them in coordinating their financial affairs.

Marc brings a broad array of skills and experiences to clients of Harbor Investment Management, including twelve years of public accounting and real estate consulting at national accounting firms Kenneth Leventhal & Company and Ernst & Young and thirteen years of real estate development, investment and finance management experience in the commercial real estate industry with Brenner Real Estate Group and Stiles Corporation where he was instrumental in creating and subsequently managing several private, commercial real estate investment funds with a statewide presence.

In keeping true to his real estate roots, Marc is very active at the Urban Land Institute's Southeast Florida/Caribbean District Council where he serves on the Management Committee of the Advisory Board and chairs their Regional Leadership Committee. He also serves as Treasurer on the Board of Directors for NAIOP of South Florida, a national commercial real estate professional organization. On the home front, Marc served as a Board member of the Ocean Riviera Association (condominium residence) where he chaired the finance committee and recently spearheaded a comprehensive exterior renovation of this oceanfront building.

Marc holds a Bachelor of Accounting from the University of Florida where he was also a member of the Phi Gamma Chapter of the Alpha Epsilon Pi fraternity. Marc is also still active in the Alumni Networking Group in South Florida. He is licensed as a certified public accountant in the State of Florida and holds the Series 7 Registered Representative and Series 66 Investment Advisor Representative licenses and the Life, Health and Variable Annuity insurance licenses. He is a native of Miami and currently resides in Fort Lauderdale with his wife, Terry and daughter Sadie.

Raymond James is not affiliated with any of the organizations listed above.