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About
Us
Copeland Capital Management, LLC is a
dynamic and growing firm of outstanding investment
professionals, all of whom are committed to providing
excellent service to our clients.
Our
success can also be measured by the quality and
tenure of our client relationships. We currently
manage investment portfolios for a broad array
of institutional clients including Corporations,
Endowments, Foundations and public accounts. Our
team works closely with consultants, plan administrators,
legal counsel and trustees to provide outstanding
and personalized attention to our clients.
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Investment
Professionals |
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EDWARD
C. RORER, MBA
Chairman |
Mr.
Rorer serves as the Chairman of Copeland
Capital Management and is a member of the
firm’s management and investment policy
committees. Prior to joining Copeland in
August 2009, Ted was the Founder and Chief
Investment Officer at Rorer Asset Management.
He has over 35 years of industry experience.
At Rorer Asset Management, he developed
and implemented the Relative Value methodology
of portfolio management and brings this
expertise to Copeland. He began his career
in the Philadelphia office of Blyth Eastman
Dillon, where he served as Vice President.
Along with his responsibilities at Copeland,
Ted is the Chairman of the Bryn Mawr Hospital
Foundation, as well as the former Chairman
and current Trustee Emeritus at Chestnut
Hill Academy. He also serves as a Trustee
at Trinity College. Ted holds a BA degree
from Trinity College in Hartford, CT, and
an MBA from the Wharton School, University
of Pennsylvania. Ted is a member of the
CFA Society of Philadelphia. |
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ERIC
C. BROWN, CFA
Founder, CEO
Portfolio Manager
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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.
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MARK
W. GIOVANNIELLO, CFA
Portfolio Manager, Chief Investment Officer |
Mr.
Giovanniello is the Chief Investment Officer
at Copeland Capital, a member of the investment
policy and management committees, as well
as a partner at the firm. Mark is a co-portfolio
manager on Relative Value and Dividend Growth
strategies and is responsible for research
coverage of the Health Care, Materials and
Energy sectors. Prior to joining Copeland
in August 2009, Mark was a member of the
Relative Value investment team at Rorer
Asset Management and was the lead portfolio
manager for the Mid Cap strategy. Before
joining Rorer, Mark spent six years at The
Colony Group, an investment advisor based
in Boston, MA. At The Colony Group he was
the portfolio manager of the firm's Mid
Cap strategy as well as the Director of
Research, responsible for overseeing all
fundamental and quantitative research supporting
the firm's large-cap, mid-cap and small-cap
strategies. Mark previously was a senior
associate at the public accounting firm
PricewaterhouseCoopers, where he earned
his CPA while working with clients in the
technology, venture capital and mutual fund
industries. Mark holds a BS degree from
the Carroll School of Management at Boston
College. He also holds the Chartered Financial
Analyst designation and is a member of the
Philadelphia Security Analyst Society. |
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ERIK
B. GRANADE, CFA
Director of International Equities
Portfolio Manager
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Mr.
Granade is Head of International Equities
and Portfolio Manager at Copeland Capital
, as well as a member of the investment
policy committee. He is also a partner at
the firm. Prior to joining Copeland in July
2012, Erik was the Chief Investment Officer
of Invesco's global equity team in Atlanta.
While at Invesco he served as Portfolio
Manager and had overall responsibility for
the team's international equity, global
equity, and emerging market equity strategies.
Before Invesco, Erik was Head of International
Equities for Cashman, Farrell, & Associates.
He started his career at PNC Bank as a securities
analyst, while also serving as a senior
international equity portfolio manager at
Provident Capital Management, the firm's
institutional money management business.
He received his B.A. in Economics from Trinity
College in Hartford, CT, and holds the Chartered
Financial Analyst (CFA) and Chartered Investment
Counselor designations. He is a member of
the CFA Institute and the CFA Society of
Atlanta. |
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KENNETH
T. LEE, MBA
Portfolio Manager |
Mr.
Lee is an international Portfolio Manager
at Copeland Capital. Ken is a member of
the investment policy committee and partner
at the firm. Prior to joining Copeland in
January 2013, Ken was a Portfolio Manager
at Mercury Partners, a multi-strategy investment
firm offering hedge fund and long-only equity
strategies, where he managed its Asia equity
fund. Prior to joining Mercury, Ken was
a Vice President at Deutsche Bank Securities
in its Real Estate, Lodging & Gaming
Investment Banking Group, where he focused
on Mergers & Acquisitions. Previously,
Ken was an associate at Wachovia Real Estate
Investment Banking Group, and a management
consultant at McKinsey & Company and
AlixPartners, where he specialized in restructuring
and corporate turnarounds for U.S. and Asian
clients in the consumer, technology and
industrial sectors. Ken holds an MBA from
Harvard Business School and a BA in Economic
History from Dartmouth College. |
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DAVID
B. MCGONIGLE, CFA
Portfolio Manager |
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.
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JEFFERY
WALKENHORST
Portfolio Manager |
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.
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JAMES
C. SPENCER, CMT, MBA
Performance & Risk Analytics Manager |
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.
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JOHN
R. CUMMINGS
Research Analyst |
Mr.
Cummings is a Research Analyst at Copeland
Capital. His primary responsibilities include
supporting the domestic research team across
all sectors and helping to optimize Copeland’s
quantitative methodologies. Prior to joining
Copeland in August 2014, John worked as
a summer equity research analyst for Credit
Suisse covering the consumer internet sector.
Before that, John worked for Copeland Capital
as a summer research analyst. During this
time, he helped analyze and improve Copeland’s
quantitative screening methodologies. John
holds a BA degree in both Mathematics and
Economics with high honors from Haverford
College. John also holds the Chartered Financial
Analyst (CFA®) designation and is a
member of the CFA Society of Philadelphia. |
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NLD Review Code: 1117-NLD-3/21-2016
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Atlanta
Office
Copeland
Capital Management, LLC
1230 Peachtree St., NE, Suite 1900
Atlanta, GA 30309 |
Corporate
Headquarters
Copeland
Capital Management, LLC
Eight Tower Bridge
161 Washington Street
Suite 1325
Conshohocken, PA 19428 |
Boston
Office
Copeland
Capital Management, LLC
62 Walnut St., Flr 3
Wellesley, MA 02481 |
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