Gerry Copeland is an accomplished financial services executive with over 20 years of experience leading high-impact teams and transformative initiatives in the mortgage, investment, and consulting sectors. He currently serves as Senior Manager of Mortgage Solutions Architecture at Sourcepoint, where he partners with C-suite clients to deliver scalable operational solutions, drive automation strategy, and lead business process optimization across the enterprise.

In his prior roles at Fidelity Investments, Wells Fargo, and Homeward Residential, Gerry led client services, portfolio oversight, financial planning, and risk mitigation teams—consistently delivering performance improvements, revenue growth, and award-winning service. Known for his strategic mindset, collaborative leadership, and ability to turn complexity into action, he has supported initiatives generating over $40 million in managed account flows and earned national recognition for operational excellence.

As Treasurer, Gerry brings a deep commitment to fiscal responsibility, sustainable growth, and mission alignment. With a personal dedication to veteran empowerment, he oversees financial stewardship and supports strategic decision-making to ensure the organization's creative therapy programs and transition services continue to flourish.

He is passionate about service leadership and believes in the healing power of community, creativity, and purpose-driven innovation.