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

Copeland Capital N-PX

Mutual Funds

For more information on the Copeland Family of Mutual Funds please visit: www.CopelandFunds.com

Sales Map
Jon Forcheskie
West Territory
#2b4634
Vice President - Institutional Sales
jforcheskie@copelandcapital.com
+1 570-768-7183
Clayton Saltijeral, CAIA
Central Territory
#605e4f
Vice President - Institutional Sales
csaltijeral@copelandcapital.com
+1 630-379-6201
Neil Adams
East Territory
#ada079
Vice President - Institutional Sales
nadams@copelandcapital.com
+1 978-270-1149
Open
West Territory
#2b4634
Associate Regional Director
Sean Duffy
Central Territory
#605e4f
Associate Regional Director
sduffy@copelandcapital.com
+1 484-351-3698
Coby Schwartz
East Territory
#ada079
Regional Director
cschwartz@copelandcapital.com
+1 484-351-3693
NLD Review Code
20240829-3822827

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