Press Releases

FOR IMMEDIATE RELEASE
 

Copeland Capital Management Hires General Counsel and Chief Compliance Officer

CONSHOHOCKEN, Pa., May 9, 2016 /PRNewswire/

Copeland Capital Management is pleased to announce that Ms. Sofia A. Rosala has joined the firm as General Counsel and Chief Compliance Officer. Ms. Rosala comes to Copeland from Aberdeen Asset Management, where she served as U.S. Counsel and Deputy Head of Compliance. Earlier in her career Sofia was a Senior Associate for Morgan, Lewis & Bockius and prior to that she was Vice President and Corporate Counsel at SEI Investments. Sofia holds a JD from Temple University School of Law and a BA in International Relations and Economics from the University of Pennsylvania.

"We are thrilled to add someone of Sofia's caliber and level of experience to the team," said Eric Brown, Copeland's Founder and CEO. "We have had great success growing our institutional, sub-advisory, and mutual fund businesses over the last 24 months and felt it was important to add a top tier and well respected professional like Sofia to help oversee the legal and compliance areas of each segment of our business," added Brown. (read press release)


Copeland Capital Management Hires Chief Operating and Financial Officer

Conshohocken, PA (PRWEB) April 08, 2015

Copeland Capital Management is pleased to announce that Mr. Steven J. Adams has joined the firm as Chief Operating and Financial Officer. Mr. Adams comes to Copeland from AMG Funds, where he served as Chief Financial Officer. Earlier in his career he was a Senior Manager at Price Waterhouse Coopers where he served clients in the financial services industry and then was a Principal at Rorer Asset Management. Steve joins Copeland as a Principal and will serve on the firm’s Management Committee. Mr. Adams is a member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants, and the AICPA Technology Division.

“We are thrilled to add someone of Steve’s caliber and level of experience to the team. We believe this demonstrates our commitment to ensuring we have both the personnel resources and operational infrastructure in place to meet the needs of our growing institutional client base,” said Copeland’s Chairman, Edward C. Rorer. “Steve will be instrumental in helping to manage the next stage of our firm’s growth.” (read press release)


Copeland Capital Management Celebrates $1 Billion in AUM

CONSHOHOCKEN, Pa., Jan. 9, 2014 /PRNewswire via COMTEX/ -- Copeland Capital Management is pleased to announce that it has passed a significant milestone with over $1 Billion in assets under management.

"While today's announcement is an important landmark in the growth of our firm, we are really just getting started," stated Eric Brown, Copeland's Founder and Chief Executive Officer. "When we began our business development efforts three years ago, we managed just $100 million. Since then, we have had great success in educating the marketplace about the effectiveness of a Dividend Growth approach to investing across clients' entire portfolios."

"There is a general misconception in the marketplace that Dividend Growth is purely a domestic, large cap phenomenon," added Mark Giovanniello, Copeland's Chief Investment Officer. "While we are extremely proud of our domestic large cap product, our research and our performance show that it pays to appreciate the historically strong returns and lower risk of Dividend Growth companies across all capitalization ranges, both in the United States and Internationally. As a result, in recent years, we have expanded our offerings to include small and mid cap domestic strategies, a domestic long-short hedge fund, an international strategy, and both domestic and international tactical strategies." (read press release)



Copeland Capital Management Hires Head of International Strategies

CONSHOHOCKEN, Pa., May 24, 2012 /PRNewswire via COMTEX/ -- Copeland Capital Management is pleased to announce that Mr. Erik B. Granade will join the firm as Head of International Equities. Mr. Granade was formerly with Invesco, where he served as Portfolio Manager and Chief Investment Officer for their global equity team. He began his career as an Equity Analyst for PNC Bank in Philadelphia, where he later became an International Equity Portfolio Manager at Provident Capital Management, PNC's institutional money management division. Mr. Granade also served as Head of International Equities at Cashman, Farrell & Associates, a privately-owned money management firm in Philadelphia. He is a CFA charterholder and a graduate of Trinity College in Hartford, CT. (read article)

 

 
 

 

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