In response to strong growth, FineMark expands team to serve client needs.
About Wendy W. Kopp
About Wendy W. KoppWendy W. Kopp returns to Charleston with nearly three decades of experience leading private wealth management. Prior to joining FineMark, Mrs. Kopp was a senior manager at Capital Group Companies in Atlanta as investment counselor for its Private Client Services Group. She spent 10 years with U.S. Trust as market executive in Atlanta and managing director and private client advisor in Charleston.
During her tenure, she and her team successfully worked with clients, providing comprehensive financial advice and boutique client service to ultra-affluent families, business owners, and nonprofits. Earlier in her career, Mrs. Kopp was director of marketing for Wilmington Trust where she played a major role in building the national wealth management business, overseeing strategic acquisitions and opening several new offices in key wealth centers throughout the U.S.
Mrs. Kopp is a longtime supporter of Trident United Way and served on the initial steering committee for Women United. She serves on the Board of Visitors at Charleston Southern University and the DIG SOUTH Executive Tech Council. Mrs. Kopp is a former board member of The Gibbes Museum of Art and the Susan G. Komen Lowcountry Affiliate and she is currently completing her board commitments in Atlanta with The High Museum of Art, The Atlanta Girls School, The Carter Center Board of Councilors.
John Brittingham
John BrittinghamJohn Brittingham is vice president and private wealth advisor for FineMark National Bank & Trust’s Charleston office. In his role at FineMark, Mr. Brittingham is responsible for developing relationships and managing client assets. Prior to FineMark, Mr. Brittingham was a director at Quinlan Partners, a Charleston-based investigational research firm serving Hedge Funds and Private Equity firms. Prior to that, he spent 12 years as a senior analyst at several Long/Short Equity Hedge Funds in San Francisco and Los Angeles. Mr. Brittingham earned a Bachelor of Science in Business/Economics from UCLA and is a Chartered Financial Analyst (CFA®).
Read the full press release below.
FineMark National Bank & Trust Sees Increasing Demand for Independent Wealth Management Services
Charleston, SC (May, 16 2019) – Michael Drohan, president of FineMark National Bank & Trust, Charleston, is pleased to announce the hire of Wendy W. Kopp as senior vice president of private wealth and John Brittingham as vice president and private wealth advisor. The team brings nearly 50 years of collective experience to FineMark. Together, the two reflect an expansion of the local team and enhancement of the bank’s client-focused service model in order to serve a growing market.
The Charleston region has quickly become one of the fastest-growing cities for business growth, with development at a much higher rate than the national average. Nearly 30 people move to the Charleston area every day – with a higher-than-normal median income, the area is a natural attractor for businesses and high-income families. According to the recently released 2018 Best Performing Cities report by the Milken Institute, Charleston is one of the Top 25 Best-Performing cities, as defined by economic growth. Economic growth has also led to an expanding private banking sector as well, with demand leading to increased financial services and capabilities to serve this growing sector of the local population. The city’s coastal location is also an attractor for retirees and the high-net-worth communities.
“Charleston is a unique place. Due to its charm and easy-going nature, the city has become a draw for global industry, as well as professionals and families, leading to incredible economic development. Private wealth services are no exception and we’ve seen significantly increased demand,” said Drohan. “Wendy and John have extensive experience working with families, giving them the insight needed to serve with the intimate level of service our clients have come to expect.”
Mrs. Kopp develops new relationships, while overseeing existing trust and investment relationships in the Charleston market. Mr. Brittingham works directly with individuals and families, focusing on comprehensive wealth planning.
About Wendy W. Kopp
Wendy W. Kopp returns to Charleston with nearly three decades of experience leading private wealth management. Prior to joining FineMark, Mrs. Kopp was a senior manager at Capital Group Companies in Atlanta as investment counselor for its Private Client Services Group. Mrs. Kopp is a longtime supporter of Trident United Way and served on the initial steering committee for Women United. She serves on the Board of Visitors at Charleston Southern University and the DIG SOUTH Executive Tech Council. Mrs. Kopp is a former board member of The Gibbes Museum of Art and the Susan G. Komen Lowcountry Affiliate and she is currently completing her board commitments in Atlanta with The High Museum of Art, The Atlanta Girls School, The Carter Center Board of Councilors.
About John E. Brittingham
John Brittingham is vice president and private wealth advisor for FineMark National Bank & Trust’s Charleston office. In his role at FineMark, Mr. Brittingham is responsible for developing relationships and managing client assets. Prior to FineMark, Mr. Brittingham was a director at Quinlan Partners, a Charleston-based investigational research firm serving hedge funds and private equity firms. Prior to that, he spent 12 years as a senior analyst at several long/short equity hedge funds in San Francisco and Los Angeles. Mr. Brittingham earned a Bachelor of the Arts in Business/Economics from UCLA and is a Chartered Financial Analyst (CFA®). As a relatively new resident of Charleston, Mr. Brittingham is looking forward to being involved in the Charleston community. Currently, most of his free time is occupied coaching and spending time with his three young children.
FineMark National Bank & Trust offers a comprehensive array of banking, trust and investment services to clients interested in establishing long term, high touch relationships. FineMark is dedicated to providing a culture of service to clients and making a positive difference in the communities it serves. FineMark has been awarded a 5-Star Superior Rating for 32 consecutive quarters from Bauer Financial, the nation’s leading independent bank rating and research firm.
