John J. Parise has over 32 years of experience in financial planning and wealth management. He is deeply committed to helping families navigate the complexities of generational wealth management, with a focus on keeping families intact and prosperous for generations.John understands the big picture, the interplay between asset protection, tax efficiency, and family governance that are critical to developing a holistic generational family wealth strategy. His family CFO services utilize a family office structure to collaborate with and coordinate the expertise of client’s advisors – accountants, attorneys, and other professionals – to help protect, preserve, and grow the family’s wealth for generations. John works exclusively with owners of privately held companies and affluent and super affluent families with a net worth in excess of $15 million who are family focused.Before forming Copper Beech, John was a leading family wealth strategist at Lincoln Financial’s Resource Group, providing a sophisticated level of wealth planning and wealth management solutions to individuals and families of high net worth through intelligent informed dialogue.
Michael Parise has been working in the financial services industry since receiving his Juris Doctorate degree from Rutgers School of Law, Camden in 2009. Before that he graduated in 2005 from Cook College, Rutgers University with a B.S. degree in Natural Resource Management. At Copper Beech, Michael serves as the J.D. on staff and heads the virtual family office planning team, working closely with affluent families and their professional advisors in developing sophisticated plans in the estate, tax, and financial realms. Additionally, he counsels families in strategies for preserving, transferring, and governing wealth through generations. He has written multiple reports on the challenges facing affluent families in preserving wealth and how to develop strategic solutions to achieve their goals.
Michael holds his Series 7, 66, and 24 FINRA licenses along with life insurance. Additionally, he is a licensed attorney in Pennsylvania and New Jersey.
Colleen is responsible for managing the business operations & finances of the company working directly with Managing Director, John Parise. Her 25 years of experience enables her to oversee all aspects of our day to day operations as well as the development and execution of processes instrumental in the company’s growth & stability. Colleen began working for a patent administrative company directly out of college and was responsible for the management of their multimillion dollar licensing operation which included database development, marketing procedures as well as financial accounting.
She entered the financial services industry in 2004 as part of the management team at Lincoln Financial Advisors, where she supported the Managing Director and Top Advisors in the development of systems and processes working in areas of investments, financial planning, insurance, marketing & operations. Utilizing these skills, she joined John in 2008 as a Practice Manager. Today, along with overseeing the operations of the business, she is dedicated servicing the needs and relationships of our valued clients.
Cody is a recent graduate of Temple University’s Richard J. Fox School of Business where he obtained a BBA in Finance and Financial Planning, as well as a minor in Real Estate. He interned beginning in May of 2020 and, since joining Copper Beech in 2021, has been in a support role on the planning team, focusing on updating and monitoring client data for use in reports and strategies to maximize their family wealth.
Cody recently passed his Securities Industry Essentials exam and is currently studying towards the Series 7, Series 66, and Life and Health Licenses to enable him to further service our valued clients.