David G. Pollock

Case Design Specialist

Email: dpollock@koptis.com
Phone: 440-526-2525

David joined The Koptis Organization in 2017 as a Case Design Specialist for the firm. He began his career at KeyBank working as a credit analyst in the community bank where he spent most of his time underwriting and monitoring small business loans for clients under $10MM in revenue. David also spent three years as an analyst in Debt Capital Markets working in the real estate syndications group while focusing on healthcare real estate, residential/commercial mixed-use, and multifamily housing. He was responsible for the preparation of confidential information memorandums and pitch books, sourcing and maintaining market information, and serving as a point of contact for prospective lenders throughout the syndication process.

David graduated with a BBA in Finance from the College of William and Mary in Williamsburg, VA and currently holds his Series 6 and Series 63 licenses. He is an avid golfer, traveler, and Cleveland sports fan.

Back to Team

Disclosure

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. The Koptis Organization is independently owned and operated. The Koptis Organization is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

File #5622540.2

The Koptis Organization

30432 Euclid Avenue, #201
Wickliffe, OH 44092
Phone: 440.526.2525
Fax: .440.526.4328