Copeland Capital Management LLC
Legal Name: COPELAND CAPITAL MANAGEMENT, LLC
Full Contact Details
Copeland Capital Management LLC
EIGHT TOWER BRIDGE, 161 WASHINGTON STREET, SUITE 1325, CONSHOHOCKEN, PA
(484) 351-3700
(484) 351-3658
Other Info
Copeland Capital Management LLC, a DE Limited Liability Company, is an approved investment advisory firm with the SEC, serving a diverse client base of 15. With over 23 dedicated and skilled employees, including 12 in advisory roles, this firm prioritizes providing quality financial management services to its clients.
Copeland Capital | Dividend Growth Investing
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Copeland Fund | Dividend Growth Investing
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Direct Owners
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ANTHONY WILLIAM GODONIS
MEMBER, DIRECTOR OF TRADING owns less than 5%
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CHARLES MICHAEL BARRETT
MANAGING MEMBER, DIRECTOR OF SALES AND MARKETING owns more than 5% but less than 10%
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DAVID BRIAN MCGONIGLE
MEMBER, PORTFOLIO MANAGER owns more than 5% but less than 10%
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EDWARD CRAWLEY RORER
MANAGING MEMBER, CHAIRMAN / PORTFOLIO MANAGER owns more than 10% but less than 25%
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ERIC COPELAND BROWN
MANAGING MEMBER, CEO / PORTFOLIO MANAGER owns more than 10% but less than 25%
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ERIK BROOKS GRANADE
MANAGING MEMBER, HEAD OF INTERNATIONAL EQUITIES / PORTFOLIO MANAGER owns more than 5% but less than 10%
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ETHAN TEEL BROWN
MEMBER, SENIOR TRADER owns less than 5%
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JAMES CAMERON SPENCER
MEMBER, PERFORMANCE & RISK ANALYTICS MANAGER AND DIRECTOR OF FIXED INCOME owns less than 5%
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JEFFREY ALAN WALKENHORST
MEMBER, PORTFOLIO MANAGER owns less than 5%
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JOHN R CUMMINGS
MEMBER, RESEARCH ANALYST owns less than 5%
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KAREN SUE KIRK
MEMBER, DIRECTOR OF OPERATIONS owns less than 5%
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KENNETH TAE SUK LEE
MEMBER, PORTFOLIO MANAGER owns less than 5%
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MARK WILLIAM GIOVANNIELLO
MANAGING MEMBER, CIO / PORTFOLIO MANAGER owns more than 10% but less than 25%
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SOFIA ROSALA
MEMBER, GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER owns less than 5%
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STEVEN J. ADAMS
MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER owns more than 5% but less than 10%
Prime Brokers
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INTERACTIVE BROKERS LLC
United States
Firms Located Nearby
News
- Copeland Capital Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Copeland Capital Management, LLC: Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Copeland Capital Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- The Rise and Fall of Copeland Capital Management's Q4 2022 vs. Q1 2023 Holdings
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