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CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on investment professionals.

Join host Paul Olschwanger as he chats with local and national investment legends about a variety of topics including AI, cybersecurity and risk, ESG, and more.

Nov 2, 2023

Before he committed to real estate investing, Phil Copulsky was a competitive chess player and college basketball player, both instilling the necessary discipline to read like Buffett, focus on developing long-term relationships, and follow the lead of great mentors. On today’s episode, Phil shares his unique professional and personal journey, the opportunities and challenges investing in direct real estate deals, and his key talking points to future graduates having an interest in finance.

Phil is current a Director, Private Capital at Westmount Realty Capital where he supports new equity capital raising initiatives and individual deal fundraising campaigns. He has over 10 years of experience in financial services, starting his career at Goldman Sachs. He has degrees from Hobart and Williams Smith Colleges and the University of Texas at Austin and is a CFA charterholder.