Duncan Copeland

CVA
Associate
Dublin, OH
Resident of Sunbury, OH
Rea Team Member Since 2020
  • Duncan’s practice areas include the restaurant, construction and contracting, manufacturing, dental, and real estate industries. He strives to produce quality work that will assist clients with estate, gift, litigation, merger and acquisition, and business planning purposes.

Topics or areas of expertise that Duncan can talk about (even in his sleep):

Capitalization of earnings

Public company analysis

Financial statement analysis

Financial ratio analysis

How we know he knows what he's doing:

Duncan received his bachelor's degree in finance economics from Ohio Wesleyan University where he graduated magna cum laude

Before starting his internship at Rea, he was a wealth management intern at Ameriprise Financial

Furthering his professional development, Duncan is involved with:

He sits on the graduate board of advisors for his fraternity, Phi Gamma Delta, at Ohio Wesleyan

When he’s not in the office, you can find him:

Reading classic, medieval, and modern history

Exercising

Researching the newest and greatest automobiles and technology

Enjoying the company of those around him

Inside The Mind Of...

What does “A Brighter Way” mean to you? A brighter way means helping those around you, and yourself, find the best outcome for the current situation. It means putting your best foot forward, being courageous, and being a part of the upward march of humanity.

Why do you choose to work at Rea? Rea is a unique environment that helps facilitate the drive and passion of everyone who steps foot in the office. Everyone is willing to help you succeed at a moment's notice.

Describe your work style. I take my work seriously while also ensuring I am enjoying what it is that I am doing. I am not afraid to ask many questions if that means I will get the job done correctly.

What line of The Rea Way describes you the best? "Be generous with praise and constructive with criticism." These two aspects are vitally important to improving those around you.

Just For Fun:

What did 10-year-old you want to be when you grew up? A 10-year-old me wanted to be a Marine Scout Sniper when I grew up.

What makes you get out of bed every day? The ability and opportunity for me to make a difference in the lives of those around me.

What was your first job? I was a high school aide in an elementary school after-school program through my district.

I am a professional who strives to better myself and those around me to the best of my abilities while also providing exemplary work