ERIC C. BROWN, CFA
Founder, CEO
Portfolio Manager

Mr. Brown is the Chief Executive Officer of Copeland, a member of the investment policy and management committees, as well as a partner at the firm. He is a Portfolio Manager and is also responsible for research coverage of the Utilities sector across all domestic portfolios. While founding Copeland, he developed a proprietary fundamental model to best evaluate dividend growth stocks. Prior to forming Copeland Capital Management in 2005, Eric was a Senior Portfolio Manager with The Colony Group, an investment advisor based in Boston, MA. He previously served as a Portfolio Manager with Bingham Legg Advisors in Boston, MA. Earlier in his career, Mr. Brown worked in municipal bond sales and trading at Bear Stearns & Company. Eric holds a BA in Political Science from Trinity College in Hartford, CT. He also holds the Chartered Financial Analyst designation. He is a member of the Boston Security Analysts Society and the American Mensa Society.

Mr. McGonigle is a member of the investment policy committee working on all equity products at Copeland. He is also a partner at the firm. His primary coverage responsibilities are in the Consumer Discretionary, Industrial, and Financial sectors. Prior to joining Copeland in August 2009, Dave spent ten years with Rorer Asset Management. He served both as a portfolio manager and as an analyst focused on the mid cap portfolio. He had primary coverage responsibilities in the Consumer and Financial sectors in that role as well. Before joining Rorer, Dave was a Financial Analyst with AmericaOne Communications, Inc., a subsidiary of Capital One Financial Corp., where he focused on evaluating potential acquisition candidates in the telecommunications space. He has over 13 years experience and holds a BS in Finance from the University of Richmond. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia.

Mr. Walkenhorst is a member of the investment policy committee working on all equity products at Copeland. He is responsible for research coverage of the Technology, Telecom, and Consumer Staples sectors. Prior to joining Copeland in March 2011, Mr. Walkenhorst was a Senior Research Analyst at The Research Board, an international think tank that performs business and strategy research for Chief Information Officers of the world's largest organizations. Previously, Jeff was a Vice President, Equity Research Analyst with Banc of America Securities LLC. At B of A, he covered the technology space, including several years on an Institutional Investor All-America Research Team. Prior to B of A, he was engaged in strategic planning, M&A, and analysis roles in the telecom and technology sectors. Jeff began his career in the Real Estate Investment Banking Group at Prudential Securities and holds a BA in Economics from Stanford University. He is a Level III Chartered Financial Analyst Candidate, a member of the CFA Institute, and a member of the New York Society of Security Analysts. Before joining Copeland, he created and authored Common Stock Sense, a popular owner-oriented investment blog dedicated to fundamental analysis and active portfolio management.

Mr. Spencer is a member of the investment policy committee and a partner at the firm. He is responsible for managing the firm’s taxable and tax free fixed income strategies. Prior to joining Copeland in August of 2009, Mr. Spencer was the Director of Fixed Income at Rorer Asset Management. Before joining Rorer, Jim was a Portfolio Manager for short-duration fixed income funds with CoreStates Investment Advisers and an Institutional Trust Officer for Meridian Asset Management. Jim holds an MBA from Saint Joseph’s University and a BA with departmental honors from Washington College. He is a Chartered Market Technician, a member of the Fixed Income Club of Philadelphia and a member of the CFA Society of Philadelphia.