Kopkin + Englehardt Wealth Advisory Group Stifel Atlanta Georgia

Kopkin + Englehardt Wealth Advisory Group Stifel Atlanta Georgia The Client Experience Families and individuals deserve

+ Mark D. Kopkin, Senior Vice President/Investments, Kopkin + Englehardt Wealth Advisory Group, Stifel, Atlanta, Georgia

Senior Vice President/Investments



Since 2007, Mark has helped his clients identify and prioritize their goals while customizing comprehensive investment plans for pursuing their objectives and addressing the various aspects of their financial lives.

Mark joined Stifel in 2017 from Raymond James, where he served as both Branch Manager and Financial Advisor since 2007.  Earlier in his career, he worked at several prominent wealth management firms, including Wachovia Securities, PaineWebber, and Kidder Peabody.  He attended Georgia State University and the University of Georgia.

Active in the community, Mark is a board member and chair of the investment committee of The Davis Academy, a board member and investment committee member of the Jewish Federation of Greater Atlanta, a board member of the American Jewish Committee, and was previously a two-term president of Congregation Dor Tamid and of the Cohen Group Home.

Mark has been recognized as a Zaban Leadership Award Honoree, a Goldstein Leadership Award Honoree, and a PALI Participant (Philanthropic Atlanta Leadership Institute).  He also volunteers with a number of animal rights and cancer-oriented charities within his community.

Mark is from Atlanta and resides in Johns Creek, Georgia.  He is actively involved with his children – Matthew, Sam, Sarah, and Bryan – and has several pets, including two goldendoodles, a cat, and fish.  He also enjoys travel, the arts, and sports – especially Georgia Bulldog football.