Nick Copenhaver in

Nick Copenhaver

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Vice President | Wealth Advisor | Bernstein Private Wealth Management at Bernstein Private Wealth Management
📍 Nashville Metropolitan Area, United States

Nick is a Vice President and Wealth Advisor at Bernstein Private Wealth Management, leveraging a 20-year career as an elite US Army Special Ops helicopter pilot and Ranger. He combines his experience leading under pressure with an MBA from the University of Illinois to guide clients through complex financial challenges.

Outside of work, Nick is a passionate advocate for veteran support and suicide prevention awareness. He draws from personal experiences, such as the loss of his father, to emphasize the importance of family and financial preparedness. He is a father to two children.

He transitioned from flying the worlds most advanced helicopters in hostile territories to a career in wealth management after facing his own financial challenges.

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Experience
21 Years
Current Role
Vice President | Wealth Advisor | Bernstein Private Wealth Management
Job Level
Senior
Location
Nashville Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Nick cares about

Veteran Support
Actively participates in veteran summits and promotes awareness for veteran suicide prevention, often using hashtags like #RLTW (Rangers Lead The Way).
Founder Exit Planning
He emphasizes that founders often overlook determining the specific financial number they need to successfully exit their business and achieve life goals.
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Career

Work history

2-2025
Vice President | Wealth Advisor | Bernstein Private Wealth Management
Bernstein Private Wealth Management
9-2019 - 2-2025
Chief Pilot | Lead team of >50 (160th SOAR)
US Army
1-2008 - 8-2019
Aviator (160th SOAR & 101 Airborne)
US Army
2-2005 - 12-2008
Combat Medic (3/75th Ranger Regiment)
US Army
6-2004 - 1-2005
Entry Skills Training
US Army
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Master of Business Administration - MBA
University of Illinois Urbana-Champaign
Bachelor of Science - BS
Norwich University
CFP Academic Curriculum
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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