Investment Professionals

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.

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.
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. He is a Portfolio Manager and also responsible for research coverage of the Health Care, Materials and Energy sectors across all domestic equity strategies. Prior to joining Copeland in August 2009, Mark was a member of the investment team at Rorer Asset Management and was the lead portfolio manager for the firm's 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. 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 CFA Society of Philadelphia.
ERIK B. GRANADE, CFA
Director of International Equities

Portfolio Manager

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.

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.

DAVID B. MCGONIGLE, CFA
Portfolio Manager

Mr. McGonigle is a Portfolio Manager at Copeland Capital, as well as a member of the investment policy committee. He is also a partner at the firm. His primary coverage responsibilities are in the Consumer Discretionary, Financial and Industrial sectors across all domestic portfolios. Prior to joining Copeland in August 2009, Dave spent ten years with Rorer Asset Management, serving both as a portfolio manager and an analyst focused on the firm’s 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 CapitalOne Financial Corp., where he focused on financial forecasting, as well as the evaluation of potential acquisition candidates in the telecommunications space. He holds a BS in Business Administration, with a finance concentration, from the E. Claiborne Robins School of Business at the University of Richmond. Mr. McGonigle also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia.

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.

JEFFREY WALKENHORST, CFA
Portfolio Manager

Mr. Walkenhorst is a Portfolio Manager at Copeland Capital, as well as a member of the investment policy committee. He is also a partner at the firm. His primary coverage responsibilities are in the Consumer Staples, Real Estate, and Technology/Telecom sectors across all domestic portfolios. 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 (BAS), the former investment banking subsidiary of Bank of America. At BAS, he covered the Technology sector, including several years on an Institutional Investor All-America Research Team. Prior to BAS, Jeff 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 Incorporated, where he completed 31 equity, debt, and M&A transactions totaling more than $4 billion. In the years before joining Copeland, he created and authored Common Stock Sense, a popular owner-oriented investment blog dedicated to fundamental analysis and active portfolio management. Jeff holds a BA degree in Economics from Stanford University. He also holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.

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. He has passed all three levels of the CFA® exam.

   

Marketing & Client Service

 
CHUCK BARRETT
Principal - Director of Sales and Marketing

Mr. Barrett is responsible for all sales and marketing initiatives for the firm. He oversees the distribution of Copeland’s mutual fund products as well as institutional separate accounts and sub-advisory relationships. Prior to joining Copeland in November of 2010, he was the National Sales Manager for MTB Investment Advisors and the MTB Group of Funds. At MTBIA he was responsible for the mutual fund distribution business as well as institutional consultant relations. Before MTBIA, Chuck served in senior sales positions at John Hancock Funds and Alliance Bernstein. Chuck has over 18 years of industry experience and holds a BS in Finance from Albright College as well as the CRPC designation from the College for Financial Planning.

 
ROBIN LANE, CFA
Marketing Manager

Ms. Lane is the Marketing Manager at Copeland Capital. She is responsible for managing many of the firm's distribution relationships with Consultants, Broker-Dealers, RIAs and TAMPs. Robin is also responsible for managing Copeland's RFP responses. Prior to joining to Copeland in January 2014, she worked at Clark Capital Management for three years as a member of the Key Accounts team. Before joining Clark Capital, Robin was a Portfolio Associate at Global Capital Management and a Senior Relationship Manager for Lockwood Advisors. Prior to joining Lockwood, Robin worked for Smith Barney as an Investment Consulting Analyst from 1993 to 1998. Robin received a B.B.A. with a concentration in Economics from Washington University in St. Louis and an M.B.A. in Finance from Temple University. In addition she earned the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Philadelphia. Robin has over 20 years of investment experience.

Trading & Operations

 
STEVEN ADAMS
Chief Operating and Financial Officer
Mr. Adams is the Chief Operating & Financial Officer of Copeland Capital Management. He is a Partner and a member of the Firm’s Management Committee. He is a Certified Public Accountant with over 25 years of experience in the financial services industry. Prior to joining the Firm he was the Chief Financial Officer of AMG Funds and was previously a Principal, Senior Vice President, and Director of Finance at Rorer Asset Management. Steve began his career with PricewaterhouseCoopers where he was a Senior Manager and served clients in financial services. He is a member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants (PICPA), and the AICPA Technology Division. He also holds FINRA Series 27 and Series 99 Financial and Operations Principal licenses. Steve earned a BS degree in accounting from the University of Utah.
KAREN KIRK
Director of Operations

Ms. Kirk is the Director of Operations and is also a partner at the firm. In this capacity, she is responsible for overseeing the portfolio management system and account database as well as equity trading. Prior to joining Copeland in August of 2009, Ms. Kirk was the Manager of Account Administration at Managers Investment Group. Before Managers, Karen was the Assistant Director of Operations at Rorer Asset Management. Prior to joining Rorer, Karen was the Director of Operations at Radnor Capital Management. She held various positions at Meridian Investment Company from 1988 to 1997 including as an Assistant Trader and Operations Assistant. Ms. Kirk has over 22 years experience in the industry and holds a BA from Immaculata University.

SOFIA ROSALA
General Counsel & Chief Compliance Officer

Ms. Rosala serves as General Counsel and Chief Compliance Officer since joining Copeland in March, 2016, and has over 18 years of experience. Her primary responsibility is maintaining an effective compliance program for both the firm and its funds. She served as US Counsel and Deputy Head of Compliance at Aberdeen Asset Management Inc. from 2012-2016. Prior to joining Aberdeen, she was Corporate Counsel for Vertex from 2011-2012, a Senior Associate at Morgan, Lewis and Bockius from 2008-2011, and was Vice President and Corporate Counsel at SEI Investments from 1998 to 2008. Ms. Rosala obtained her Bachelor of Arts degree from the University of Pennsylvania in 1995, and obtained her Juris Doctorate degree from Temple University in 1998.

ETHAN BROWN
Director of Trading

Mr. Brown is responsible for all hedge fund trading activity at the firm. Prior to joining Copeland in March of 2012, Ethan spent 13 years at Hellman Jordan Management Company, an investment advisor in Boston MA. At Hellman Jordan Mr. Brown served as a Vice President and head of all trading. Ethan was responsible for overseeing all of the firm's equity, options, and futures trading. Ethan began his career working in the mutual fund custodial department at Investors Bank & Trust. Mr. Brown has over 15 years of industry experience and holds a BA from St. Lawrence University. Ethan is a member of the Boston Security Traders Association.

 
DEE BOSTICK
Administration
Ms. Bostick is an Executive Assistant at Copeland and has over 35 years of experience in the brokerage and investment advisory industries. Prior to joining Copeland, she helped start Rorer Asset Management where she was office manager and was responsible for creating quarterly client letters and performance. Dee previously worked as an Administrative Assistant in the research department of various brokerage houses including Donaldson, Lufkin & Jenrette, CIGNA, and Drexel Burnham.
   

 

 

Copyright © 2006-2016 Copeland Capital Management, LLC
 

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 St.
Suite 1325
Conshohocken, PA 19428
484-351-3700

Boston Office

Copeland Capital Management, LLC
62 Walnut St., Flr 3
Wellesley, MA 02481