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Please choose a team member to learn more.
Matthew T. McConville
Matthew McConville is Director of Operations and Managing Director of Business Consulting. His strength is improving profitability and efficiency in closely held businesses.
Prior to joining the Coppertree family, Matt was a Division Manager for Mittal Steel USA, Indiana Harbor where he led the manufacturing operations for the East Finishing Division. Prior to joining Mittal, Matt held numerous manufacturing leadership positions at AK Steel Corporation.
Matt holds a B.S. in Mechanical Engineering from Ohio Northern University and an MBA from the University of Notre Dame Mendoza School of Business (cum laude). Matt is Six Sigma Black Belt trained and has a certification in lean manufacturing from the University of Michigan. Matt will complete a M.S. in Logistics and Supply Chain Management in January 2010 from Wright State University.
Matt and his wife Su reside in Cincinnati. They have two daughters.
Jennifer N. Luken
Jenny Luken serves as a Family Liaison at Coppertree, where she also 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.
As Family Liaison, 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 and her husband John live in Cincinnati. They have three daughters.
Conclusion
At Coppertree, we believe each family is unique. This is why a single approach to Family Continuity Planning will not work for every family.
Instead, our strategic planning process begins with you. We listen to your family, learn your stories, and understand your plans for the present and goals for the future. Building on this foundation, we help you and your family to create and implement your Family Continuity Plan. Serving as your Family CFO, we help you to execute this strategy that is designed to perpetuate your family legacy for many generations.
Enhancing your family’s enterprise capital, and ensuring its growth for future generations, is our highest priority. That is the Coppertree promise.
Our Name
The name Coppertree metaphorically describes the expansive and strategic work we do with families. Nurturing the copper beech tree is a multi-generational effort, for the tree’s full growth spans one hundred and fifty years. It takes incredible courage for a person to plant the copper beech tree; he or she may never behold the tree in its full majesty. The Coppertree team, like this visionary planter, honors the future believing that generations to come will reap the rewards of today’s careful sowing.
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Mark A. Casella
Mark Casella, the CEO and Founder of Coppertree, is a leader in providing Family Enterprise Consulting Services to wealthy families, helping them with the management of their personal and business affairs. As a second generation co-owner of a privately held family business, Mark is uniquely positioned to aid wealthy families in addressing the particular challenges of legacy wealth management and planning.
Mark has 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 as well as the Advisory Board of Aileron, a center for Entrepreneurial Education. Mark currently serves on the Board of Directors for both the National Underground Railroad Freedom Center and Life Success, a personal development organization.
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.
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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.
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.
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