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

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.

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 holds the Chartered Financial Analyst designation and is a member of the CFA Institute as well as 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.

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. Mr. Spencer has over 20 years experience in the industry. Jim holds an MBA from Saint Joseph’s University and a BA with departmental honors from Washington College. Mr. Spencer is an Advisory Board member of Capital First International LLC., a Chinese based Investment Bank. He is a Chartered Market Technician, a member of the Fixed Income Club of Philadelphia and a member of the CFA Society of Philadelphia.

Mr. Barrett is responsible for all sales and marketing initiatives for the firm. He oversees the distribution of Copeland’s mutual fund products as well as institutional separate accounts and sub-advisory relationships. Prior to joining Copeland in November of 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 relations. Before MTBIA, Chuck served in senior sales positions at John Hancock Funds and Alliance Bernstein. Chuck has over 18 years of industry experience and holds a BS in Finance from Albright College as well as the CRPC designation from the College for Financial Planning.

Ms. Grosso serves as the Chief Compliance Officer at Copeland Capital Management (Copeland) and has over 27 years of investment advisory experience. Barbara has been with Copeland since September, 2010. Her primary responsibilities include maintaining an effective compliance system for the firm and assisting with marketing. She oversaw the successful launch of Copeland's first mutual fund and is the Secretary of Copeland’s mutual funds. Prior to joining Copeland, Barbara served as Chief Compliance Officer and Chief Operating Officer with Gould Investment Partners (Gould) from 2004 to 2010. During her tenure with Gould, she led several internal audits of Gould's investment advisory products. In addition to these duties, she was also the Chief Compliance Officer and Secretary of Gould’s mutual fund products. Prior to joining Gould, Barbara was with Cashman and Associates, formerly Cashman, Farrell and Associates (Cashman), from 1984 to 2004, initially as a marketing assistant, and had held many other titles through to and including Director of Administration and Compliance Officer.

Ms. Kirk is the Chief Operating Officer and is also a partner at the firm. 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 of 2009, Ms. Kirk was the Manager of Account Administration at Managers Investment Group. Before Managers, Karen was the Assistant Director of Operations at Rorer Asset Management. Prior to joining Rorer, Karen 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. Ms. Kirk has over 22 years experience in the industry and holds a BA from Immaculata University.