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Copperwood Financial
COPPERWOOD FINANCIAL is an SEC-registered investment adviser in BURR RIDGE, IL, registered since 2025. The firm manages $120 million in assets, $119 million on...
Overview
COPPERWOOD FINANCIAL is an SEC-registered investment adviser in BURR RIDGE, IL, registered since 2025. The firm manages $120 million in assets, $119 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Burr Ridge
Corporate office
Saginaw, MI, United States
Principals
William F. Young
Chairman
Sector focus
Frequently asked questions
Who controls investment decisions at Copperwood Financial?
Final investment authority rests with Chairman William F. Young, a scion of the Young & Rubicam founding family. He is supported by a compact internal team that evaluates deals across real estate, private equity, and public markets. The office does not employ a large investment committee and retains discretion to move quickly on direct opportunities.
Where does the underlying family wealth come from?
The wealth traces back to the advertising agency Young & Rubicam, co-founded by James Webb Young. The firm became a global agency powerhouse, and its eventual sale created significant liquidity. William F. Young, James Webb Young's grandson, structured Copperwood Financial and the parent holding entity Morley Investments to steward those proceeds.
What is Copperwood Financial's geographic investment focus?
The office concentrates its direct-investment activity primarily in the Great Lakes region and broader Midwest, reflecting its Saginaw roots and William F. Young's preference for tangible assets within a manageable radius. Public-equity and fund commitments are global in nature but managed through external mandates.
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