Professional
Beth Copic, CPA, is a Portfolio Analyst with Foster Group. Beth’s responsibilities include management of client portfolios through periodic rebalancing, investing new contributions and making cash available for distributions.
Beth has over 17 years of experience in the financial services industry. Most recently, she was the Chief Financial Officer at a regional broker dealer. In that position, she was responsible for all of the accounting and financial reporting for the firm. She also has experience in managing payroll, billing, commissions as well as regulatory reporting. Beth graduated from Upper Iowa University with a degree in accounting.
Personal
One of the things that attracted me to Foster Group was their values of Integrity, Humility, Accountability, Respect, Excellence and Wisdom. It is a blessing to be part of an organization that not only states these as their values, but lives by them on a daily basis.
When I am not working, I enjoy spending time with family and friends. My three kids keep me busy running them around to different activities and sporting events. Most weekends, you will find me at a softball field or basketball court. When we do have free weekends in the summer, we like to spend time skiing and boating in Harpers Ferry, Iowa, with family.
In the last two years, we have become involved with AHeinz57 Pet Rescue and Transport. We enjoy being able to save dogs by fostering them until they are adopted into their forever homes.
Education
B.A. Accounting, Upper Iowa University (Des Moines, Iowa)
Community Involvement
Aheinz57 Pet Rescue and Transport