Mark A. Casella

Mark Casella, the CEO and Founder of Coppertree Ltd., has been nationally recognized as an expert in helping families to think strategically about how they want their Enterprise to support their pursuits of what matters most. Using Coppertree’s proprietary Smart Planning Process ™, Mark helps Families to find their greatness in using all forms of their capital to make a difference in our world.

David W. Burleigh

David W. Burleigh is a Principal in Coppertree, Ltd. David focuses on the mediative dimension of Coppertree’s services. Taking into account all forms of a family’s capital, he guides families through transitions in their business, family, and personal affairs. He treats a family’s immediate needs and its long-term strategic goals with equal importance. His objective is for every Coppertree family to thrive over multiple generations.

Jennifer N. Luken

Jenny Luken is a Partner in Coppertree, Ltd. Jenny manages the daily operations of the organization’s headquarters. With a diverse background in psychology, counseling and non-profit administration, Jenny brings a distinctive combination of skills to her work with clients and staff.

Randi V. Eastland

Randi Eastland is a Project Specialist for Coppertree, Ltd. Randi currently assists client families with various accounting and administrative functions. She specializes in helping to resolve various accounting matters such as general ledger issues, completing year-end audits, and analyzing business processes to identify inefficiencies. Randi has eight years of audit experience with an international public accounting firm, where she

As a second generation co-owner of a privately held family business, Mark is uniquely positioned to aid families in addressing the particular challenges of multi-generational enterprise wealth management and family continuity planning. Mark helps families understand and employ all forms of their wealth, including their time, knowledge, experiences, connections and economic resources, all in pursuit of their goals for the present and future.

Mark is currently a Member of the Board of Directors for the National Underground Railroad Freedom Center. He also serves as President of the Board of Life Success Seminars, a non-profit organization that provides educational opportunities and resources to assist individuals in discovering their path to personal success in life. Mark has also been active in the community, having served as Chairman of the Board and President of The Society of St. Vincent de Paul. He also served on the Mercy Health Partners Foundation Board as Chair of the Strategic Planning Committee.

Mark holds a B.S. in Biology from the University of Cincinnati and an MBA from the University of Notre Dame Mendoza School of Business (cum laude).

Mark and his wife Mary live in Cincinnati. They have four daughters.

Jenny assists in developing family governance systems, educational plans and facilitates family meetings. Integral to her role is helping families explore their own values and goals, determining how they wish to make decisions together.

Prior to joining Coppertree, Jenny managed her family’s real estate holdings, and oversaw properties and related financial issues. At Miami University she was an administrator at a regional campus. Jenny was also Director of Volunteers at the Cincinnati Children’s Museum, and served on its founding Board of Directors.

Jenny earned her B. A. in Psychology with a concentration in Clinical Studies at Tulane University. She also holds a M.S. in Personnel Services and Counseling from Miami University (cum laude). Jenny is currently attending the Georgetown Center for the study of the family.

Jenny and her husband John live in Cincinnati. They have three daughters.

A licensed attorney, David has broad experience covering a spectrum of subjects of concern to families: family harmony, business continuity, intergenerational planning, dispute resolution, asset protection, family philanthropy, private foundations, and trust, estate and probate issues. He has served as outside general counsel to multi-generation family-owned businesses. As a second-generation member of a family that utilizes family office services, and as a trustee of a family foundation, David knows first-hand the need for customized management of a family’s affairs over multiple generations.

David earned a B.A. from DePauw University and a M.A. from the University of Dallas before entering law school and obtaining a J.D. from the University of Cincinnati. He is an alumnus of the University of Chicago Private Wealth Management program, participation in which is limited to families.

David and his wife Chris have four children and live in Cincinnati.

specialized in family wealth management, private equity funds, SEC filings and real estate development. Randi focuses on helping families to address the unique considerations associated with multi-generational ownership of privately held businesses including the finance and accounting strategies and structures necessary to support both the family and the operating enterprise.

Prior to joining Coppertree, Randi served on the board of directors for several local not-for-profit organizations including the Ohio Valley Scottish Society and Queen of Angels Montessori School.

Randi is a CPA (inactive) and holds a B.S. in Accounting (with high honors) and a Masters in Accountancy from the University of Florida. She and her husband David live in Cincinnati with their 3 children.