How to Contact Us
Chuck Barrett
Principal, Director of Sales
cbarrett@copelandcapital.com
(484) 351-3665
Robin Lane, CFA
Principal, Marketing Manager
rlane@copelandcapital.com
(484) 351-3624
Copeland Headquarters
161 Washington Street, Suite 1325
Conshohocken, PA 19428
Sales Support: (877) 727-9106
Firm Documents
Form ADV Part 2A
Form ADV Part 2B
Privacy Policy
Form CRS
ERISA Section 408(b) Disclosures
Mutual Funds
For more information on the Copeland Family of Mutual Funds please visit: www.CopelandFunds.com
West Territory
#2b4634
Vice President - Institutional Sales
jforcheskie@copelandcapital.com
+1 570-768-7183
Central Territory
#605e4f
Vice President - Institutional Sales
csaltijeral@copelandcapital.com
+1 630-379-6201
East Territory
#ada079
Vice President - Institutional Sales
nadams@copelandcapital.com
+1 978-270-1149
West Territory
#2b4634
Associate Regional Director
Central Territory
#605e4f
Associate Regional Director
sduffy@copelandcapital.com
+1 484-351-3698
East Territory
#ada079
Regional Director
cschwartz@copelandcapital.com
+1 484-351-3693
NLD Review Code
20240829-3822827
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