Copeland Capital Management, LLC
Copeland Capital Management, LLC (CRD# 135822) is a financial advisory firm headquartered in Conshohocken, PA. They manage $4,773,765,020 in 2,590 accounts and serve the financial needs of clients across 44 states (or territories).
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Total Assets Under Management4,774MILLION
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Total Number of Accounts2,590ACCOUNTS
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Average Account Value$1,843,153
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
Neil Adams (CRD# 5797685) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Wellesley, MA and has over 12 years of experience in the finance industry.
Charles Barrett (CRD# 2490925) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 29 years of experience in the finance industry.
Eric Brown (CRD# 2355012) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 25 years of experience in the finance industry.
Jonathon Forcheskie (CRD# 6795709) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 6 years of experience in the finance industry.
Michael Gebhardt (CRD# 4834068) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 19 years of experience in the finance industry.
Mark Giovanniello (CRD# 4658052) is an Investment Advisor Representative working at Copeland Capital Management, LLC in , and has 1 year of experience in the finance industry.
Rob Knowles (CRD# 2259598) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Manhattan Beach, CA and has over 31 years of experience in the finance industry.
Robin Lane (CRD# 2478758) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 26 years of experience in the finance industry.
David McGonigle (CRD# 4470926) is an Investment Advisor Representative working at Copeland Capital Management, LLC in , and has over 21 years of experience in the finance industry.
Edward Rorer (CRD# 403802) is an Investment Advisor Representative working at Copeland Capital Management, LLC in , and has over 38 years of experience in the finance industry.