Copeland Team

Mr. Giovanniello is the Chief Investment Officer and a Principal at Copeland Capital Management. Mark is a co-portfolio manager on all Domestic Strategies and the lead manager for the Mid Cap, Smid Cap, and Small Cap Strategies. He is responsible for research coverage of the Health Care, Materials and Energy sectors. Prior to joining Copeland in August 2009, Mark was the lead portfolio manager for the Mid Cap strategy at Rorer Asset Management. Before joining Rorer, Mark spent six years at The Colony Group as the portfolio manager of the firm's Mid Cap strategy as well as the Director of Research. He was responsible for overseeing all fundamental and quantitative research supporting the firm's large-cap, mid-cap and small-cap strategies. Earlier in his career, Mark 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 (CFA®) designation and is a member of the Philadelphia Security Analyst Society.

Mr. Brown is the Founder, Chief Executive Officer and a Principal at Copeland Capital Management. Eric is a Portfolio Manager and the lead manager for the Large Cap Strategies. He is responsible for research coverage of the Utilities and MLP sectors 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. He previously served as a Portfolio Manager with Bingham Legg Advisors in Boston. 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 (CFA®) designation. He is a member of the Boston Security Analysts Society and the American Mensa Society.

Mr. Rorer serves as the Chairman of Copeland Capital Management. He is a Principal and 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. At Rorer Asset Management, he developed and implemented the Relative Value methodology of portfolio management and brings his extensive investment 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 a Trustee 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.

Mr. Barrett is responsible for all sales and marketing initiatives for Copeland Capital Management. He is a Principal and a member of the Firm’s Management Committee. He oversees distribution of Copeland’s mutual fund products, hedge funds, institutional separate accounts and manages the firm’s sub-advisory relationships. Prior to joining Copeland in November 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 relationships. Before MTBIA, Chuck served in senior sales positions at John Hancock Funds and Alliance Bernstein. Chuck holds a BS in Finance from Albright College.

Mr. Adams is the Chief Operating & Financial Officer of Copeland Capital Management. He is a Principal and a member of the Firm’s Management Committee. 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 Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants (PICPA), and the AICPA Technology Division. Steve earned a BS degree in accounting from the University of Utah.

Ms. Rosala is the General Counsel and Chief Compliance Officer and a Principal of Copeland Capital Management. Her primary responsibility is to ensure compliance with all legal and regulatory requirements impacting Copeland and the investment management services it performs for its clients. In addition to her role as the CCO for Copeland, she also serves as Vice President, Chief Compliance Officer and Secretary to the Copeland Funds. Prior to joining Copeland in March 2016, Ms. Rosala served as Counsel, CCO and Deputy Head of Compliance at Aberdeen Asset Management Inc. Ms. Rosala started her career at SEI Investments, where she was Vice President and Corporate Counsel. Ms. Rosala also previously worked as a Senior Associate in the Investment Management Practice Group at Morgan, Lewis and Bockius, LLP. Ms. Rosala obtained her Juris Doctorate degree from Temple University School of Law and BA degree from the University of Pennsylvania.

Mr. Granade is the Head of International Equities at Copeland Capital Management. He is a Principal and a member of the Firm’s Management Committee. Erik is a Portfolio Manager for all of Copeland’s International and Global strategies. Prior to joining Copeland Capital Management in July 2012, Erik was Chief Investment Officer and Portfolio Manager for Invesco's global equity team in Atlanta. While at Invesco, he had overall responsibility for the team's international equity, global equity, and emerging market equity strategies. Prior to joining Invesco, Erik was Head of International Equities at Cashman, Farrell & Associates in Philadelphia, PA. Preceding that, Erik worked at PNC Bank as a Senior International Equity Manager for Provident Capital Management, the firm's institutional money management business, and as a Securities Analyst. Erik received his BA 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.

Mr. Giovanniello is the Chief Investment Officer and a Principal at Copeland Capital Management. Mark is a co-portfolio manager on all Domestic Strategies and the lead manager for the Mid Cap, Smid Cap, and Small Cap Strategies. He is responsible for research coverage of the Health Care, Materials and Energy sectors. Prior to joining Copeland in August 2009, Mark was the lead portfolio manager for the Mid Cap strategy at Rorer Asset Management. Before joining Rorer, Mark spent six years at The Colony Group as the portfolio manager of the firm's Mid Cap strategy as well as the Director of Research. He was responsible for overseeing all fundamental and quantitative research supporting the firm's large-cap, mid-cap and small-cap strategies. Earlier in his career, Mark 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 (CFA®) designation and is a member of the Philadelphia Security Analyst Society.

Mr. Brown is the Founder, Chief Executive Officer and a Principal at Copeland Capital Management. Eric is a Portfolio Manager and the lead manager for the Large Cap Strategies. He is responsible for research coverage of the Utilities and MLP sectors 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. He previously served as a Portfolio Manager with Bingham Legg Advisors in Boston. 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 (CFA®) designation. He is a member of the Boston Security Analysts Society and the American Mensa Society.

Mr. Granade is the Head of International Equities at Copeland Capital Management. He is a Principal and a member of the Firm’s Management Committee. Erik is a Portfolio Manager for all of Copeland’s International and Global strategies. Prior to joining Copeland Capital Management in July 2012, Erik was Chief Investment Officer and Portfolio Manager for Invesco's global equity team in Atlanta. While at Invesco, he had overall responsibility for the team's international equity, global equity, and emerging market equity strategies. Prior to joining Invesco, Erik was Head of International Equities at Cashman, Farrell & Associates in Philadelphia, PA. Preceding that, Erik worked at PNC Bank as a Senior International Equity Manager for Provident Capital Management, the firm's institutional money management business, and as a Securities Analyst. Erik received his BA 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.

Mr. Lee is a Portfolio Manager and a Principal at Copeland Capital Management. Ken is a Co-Portfolio Manager for all of Copeland’s International and Global strategies. Prior to joining Copeland in January 2013, Ken was Portfolio Manager and Managing Director at Mercury Partners in Greenwich, CT, a multi-strategy investment firm offering hedge fund and long-only equity strategies. Ken managed Mercury’s Asia Special Situations Fund. Prior to Mercury, Ken was a Vice President at Deutsche Bank (New York) and an Associate at Wachovia Securities (New York), where he focused on Mergers & Acquisitions in their Real Estate, Lodging & Gaming Investment Banking Group. Previously, Ken was a management consultant at McKinsey & Company and AlixPartners, where he specialized in corporate restructuring and turnarounds for Asian, European, United States clients across consumer, technology, industrial, and telecommunications sectors. Ken holds a Master of Business Administration (MBA) from Harvard Business School and a BA in Economic History from Dartmouth College.

Mr. McGonigle is a Portfolio Manager and a Principal at Copeland Capital Management. 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 with primary coverage responsibilities in the Consumer and Financial sectors. 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. Dave also holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Society of Philadelphia.

Mr. Walkenhorst is a Portfolio Manager and a Principal at Copeland Capital Management. 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, Jeff 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). 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. Jeff holds a BA degree in Economics from Stanford University. He also holds the Chartered Financial Analyst (CFA®) designation and is a member of the New York Society of Security Analysts.

Mr. Cummings is a Portfolio Manager and a Principal at Copeland Capital Management. His primary responsibilities include fundamental coverage of the Industrials sector 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 also holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Society of Philadelphia.

Mr. Buckley is a Research Analyst at Copeland Capital Management. His primary responsibilities include providing fundamental research coverage across the Consumer Staples and Materials sectors for the international team. Prior to joining Copeland in May 2023, Ryan worked as an Investment Analyst at Invesco in Atlanta, GA covering the U.S. as a generalist for a global growth mandate. Prior to Invesco, Ryan was an Equity Research Associate at Manning & Napier Advisors in Fairport, NY where he performed global fundamental research across Energy, Materials, Industrials, and Financials sectors. Ryan holds a BS from Houghton University where he majored in Business Administration and minored in Financial Analysis with concentrations in Economics, Finance, and Management. He also holds the Chartered Financial Analyst (CFA®) designation.

Mr. Honda is a Research Analyst and a Principal at Copeland Capital Management. His primary responsibilities include conducting fundamental research across all sectors for the international team and helping to optimize Copeland’s quantitative methodologies. Prior to joining Copeland in February 2020, Jon worked as a Research Associate at the Capital Group in Los Angeles, CA covering Industrial and Automotive stocks, eventually building an expertise in autonomous vehicles. Prior to Capital, Jon was an Investment Professional at Interlaced Investment Advisors in Honolulu, HI where he conducted fundamental analysis across all sectors on the domestic team. Jon holds a BBA from the University of Hawaii where he majored in Finance and minored in Economics. He is a Level III candidate in the CFA Program.

Mr. Kwak is a Research Analyst and a Principal at Copeland Capital Management. His primary responsibilities include supporting the international research team across all sectors and helping to optimize Copeland’s quantitative methodologies. Prior to joining Copeland in September 2017, Willard performed research at the University of Chicago Department of Economics, developing data analytics and mining skills, working with various programming languages. Before that, Willard participated in the Research Experience as Undergraduate (REU) for mathematics, studying number theory. Willard holds a BS in Mathematics and BA in Economics from the University of Chicago. He also holds the Chartered Financial Analyst (CFA®) designation.

Mr. Adams is a Vice President – Institutional Sales at Copeland Capital Management. He is responsible for the distribution of Copeland’s suite of retail mutual funds and SMA products across all channels throughout the East Coast part of the country. Prior to joining Copeland in December of 2015, Neil was a sales representative at Eaton Vance in Boston. At Eaton Vance, he was responsible for financial advisor relationships in the Long Island and Southern Connecticut regions. Before Eaton Vance, Neil began his career in the financial services industry with Fidelity Investments. He graduated from Southern New Hampshire University with a BS in Business Administration and Political Science and was a two year captain of the men’s ice hockey team.

Mr. Castrogiovanni is the Trading and Operations Specialist at Copeland Capital Management. He is responsible for operations and trading functions. Prior to Joining Copeland in March 2019, Dan served as an Equity Portfolio analyst at PNC Capital Advisors in Philadelphia, PA. In this role, he supported the Large Cap Equity team in its research, trading, and portfolio management. Before that, Dan was Associate Equity Trader with Glenmede Investment Management and he began his career as an Analyst with SEI Investment Company. He holds a BA from the University of Pittsburgh. Dan is also a member of the Philadelphia Security Traders Association.

Mr. Forcheskie is a Vice President – Institutional Sales at Copeland Capital Management. He is responsible for the distribution of Copeland’s suite of retail mutual funds and SMA products across all channels throughout the Western part of the country. Prior to joining Copeland in October 2019, he worked at RBC Wealth Management as a Registered Client Associate. Before joining RBC Wealth Management, Jon was a Brokerage Investment Professional at Vanguard. Jon received a BS in Finance with a minor in Marketing and a concentration in Personal Financial Planning from Bloomsburg University of Pennsylvania.

Mr. Gebhardt is responsible for supporting sales and marketing initiatives for Copeland Capital Management. He supports the sales efforts of Copeland’s products and helps manage the firm’s institutional relationships. Prior to joining Copeland in September 2018, Michael worked as an Investment Analyst at Envestnet | PMC where he specialized in small cap asset manager due diligence as well as developing the firm’s global research presence. Before Envestnet, he served as a Research Associate at Kummer Financial Strategies and supported the investment committee with their asset allocation and manager selection decisions. Michael received a BS in Finance from the University of Colorado at Boulder and an MBA with a specialization in Global Finance from the University of Denver. In addition, he earned the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute and the CFA Society of Colorado.

Mr. Godonis is the Director of Trading and a Principal at Copeland Capital Management. He is responsible for global trade execution, trade cost analysis, policy, broker/vendor management, electronic connectivity, technology, operational oversight and commission management. Prior to joining Copeland in September 2017, Anthony spent 10 years at Aberdeen Standard Investments in Philadelphia, PA where he served as the Head of Trading – Americas. In this role, he oversaw execution of equities, fixed income, foreign currency and derivatives in North and South America. In the past, he also worked at Gartmore Global and Glenmede Investment Management as a Senior Trader responsible for program, small cap and international trading. He earned a BS degree from Shippensburg University with a concentration in Finance and an MBA in International Business from Drexel University. 

Ms. Kirk is the Director of Operations and a Principal at Copeland Capital Management. 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 2009, Karen was the Manager of Account Administration at Managers Investment Group. Before MIG, Karen was the Assistant Director of Operations at Rorer Asset Management. Prior to joining Rorer, she 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. Karen holds a BA from Immaculata University.

Mr. Knowles is the Director of Institutional Sales at Copeland Capital Management. He is responsible for consultant relations and for the distribution of Copeland’s SMA products. Prior to joining Copeland in January 2020, Rob was Senior VP – Institutional Markets at AMI Asset Management. Prior to AMI, Rob was Director of Sales and Marketing at Wall Street Associates, Director of Institutional Markets at Transamerica Investment Management and Senior Associate at consulting firm Wilshire Associates. Rob holds an Economics degree from San Diego State University and an MBA from Loyola Marymount University.

Ms. Lane is the Marketing Manager and Principal 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 Copeland, she worked at Clark Capital Management 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. Robin received a BBA with a concentration in Economics from Washington University in St. Louis and an MBA in Finance from Temple University. In addition, she earned the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute and the CFA Society of Philadelphia.

Ms. Lawruk is the Controller and a Principal at Copeland Capital Management. Tarma has responsibilities in all aspects of the firm’s financial and fund operations. She also provides operational support under the direction of the Chief Operating and Financial Officer. Prior to joining Copeland in November 2016, Tarma worked at AMG Funds for 7 years as a Product Finance Analyst and Accountant. Tarma holds a BBA in Accounting from Pace University.

Mr. Rust is the Director of Information Technology and a Principal at Copeland Capital Management. His responsibilities include the design, support and maintenance of all aspects of the company’s technical infrastructure. Prior to joining Copeland in 2009, Otto was an independent consultant supporting small businesses and non-profit organizations for 6 years. Before that, Otto worked for American Pfeiffer Corporation as the Director of Information Technology overseeing network operations and communications with parent company Christian Pfeiffer’s European headquarters and foundries in Germany, Austria and Italy. Earlier, Otto worked for Villanova University in Career Services as the Assistant Director for Systems Development and Administration, and earlier as the Assistant Director for Technology in the Music Activities Department. Otto holds a BS degree in Computer Science from Villanova University.

Mr. Saltijeral is a Vice President – Institutional Sales at Copeland Capital Management. He is responsible for the distribution of Copeland’s suite of retail mutual funds and SMA products across all channels throughout the Central part of the country. Prior to joining Copeland in December of 2018, Clayton spent 13 years at Dearborn Capital Management in Chicago. At Dearborn, he served in various roles on the distribution and compliance teams. Most recently Clayton was Regional Vice President of Business Development responsible for distribution in the Midwest and Great Lakes regions. Before Dearborn, he served as the Branch Manager at Levitt and Levitt Brokerage in Chicago responsible for all day to day operations, trading, and compliance. Clayton began his financial career managing the daily bond inventory on the municipal bond desk at Harris Bank in Chicago. He is a graduate of the University of Illinois Urbana-Champaign. In addition, Clayton earned the Chartered Alternative Investment Analyst (CAIA®) designation and is a member of the CAIA Institute and CAIA Chicago Chapter.

Mr. Schwartz is a Regional Director at Copeland Capital Management. He works in conjunction with our field sales team to build and maintain relationships with financial advisers. Prior to joining Copeland in October 2019, he worked at Janney Montgomery Scott as a member of the Wealth Management team. Before joining Janney, Coby was an Operations Analyst at SEI Investments. He holds a BS in Finance from the College of Saint Rose in Albany.

Mr. Spencer is a member of the investment policy committee and a Principal at Copeland Capital Management. He is responsible for performance reporting and risk monitoring, as well as a number of compliance functions. 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 holds the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA®) designations as well as the CIPM® certificate. He is a member of the Fixed Income Club of Philadelphia and a member of the CFA Society of Philadelphia.

Ms. Stoberl is an Executive Assistant at Copeland Capital Management. Prior to joining Copeland in April 2018, Pat was an Executive Assistant at AMG Funds for 19 years. Pat has over 30 years of experience supporting senior management in the Financial Services industry.

Mr. Stone is a Trader & Data Analyst at Copeland Capital Management. He is responsible for operations and trading functions. Prior to Joining Copeland in January 2022, Brandon served as a specialist on Vanguard’s Securities Lending team, in Malvern, PA. In this role, he supported the trading desk, as well as managing relationships with various brokers. Prior to that, Brandon was a Senior Analyst on the Corporate Actions team at Vanguard, researching corporate actions in both the fixed income and equity space. Brandon holds a BS degree in Finance from the Smeal College of Business at Pennsylvania State University. He also holds the Chartered Financial Analyst (CFA®) designation.