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Copeland Capital Management, LLC
is a dynamic and growing firm of outstanding investment professionals, all of whom are committed to providing excellent service to our clients.

Our success can also be measured by the quality and tenure of our client relationships. We currently manage investment portfolios for a broad array of institutional clients including Corporations, Endowments, Foundations and public accounts. Our team works closely with consultants, plan administrators, legal counsel and trustees to provide outstanding and personalized attention to our clients.

 

Investment Professionals

img EDWARD C. RORER, MBA
Chairman
 

Mr. Rorer serves as the Chairman of Copeland Capital Management and is a member of the firmís 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.

 
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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.

 
img 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. Mark is a co-portfolio manager on Relative Value and Dividend Growth strategies and is responsible for research coverage of the Health Care, Materials and Energy sectors. Prior to joining Copeland in August 2009, Mark was a member of the Relative Value investment team at Rorer Asset Management and was the lead portfolio manager for the 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 supporting the firm's large-cap, mid-cap and small-cap strategies. 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 Philadelphia Security Analyst Society.
 
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.

 
img DAVID B. MCGONIGLE, CFA
Portfolio Manager

Mr. McGonigle is a member of the investment policy committee working on all equity products at Copeland. He is also a partner at the firm. His primary coverage responsibilities are in the Consumer Discretionary, Industrial, and Financial sectors. Prior to joining Copeland in August 2009, Dave spent ten years with Rorer Asset Management. He served both as a portfolio manager and as an analyst focused on the 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 Capital One Financial Corp., where he focused on evaluating potential acquisition candidates in the telecommunications space. He has over 13 years experience and holds a BS in Finance from the University of Richmond. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Philadelphia.

 
img JEFFERY WALKENHORST
Portfolio Manager

Mr. Walkenhorst is a member of the investment policy committee working on all equity products at Copeland. He is responsible for research coverage of the Technology, Telecom, and Consumer Staples sectors. 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. At B of A, he covered the technology space, including several years on an Institutional Investor All-America Research Team. Prior to B of A, he 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 and holds a BA in Economics from Stanford University. He is a Level III Chartered Financial Analyst Candidate, a member of the CFA Institute, and a member of the New York Society of Security Analysts. Before joining Copeland, he created and authored Common Stock Sense, a popular owner-oriented investment blog dedicated to fundamental analysis and active portfolio management.

 
img 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.

 
img 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.
 

NLD Review Code: 1117-NLD-3/21-2016
 

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 Street
Suite 1325
Conshohocken, PA 19428

Boston Office

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