Copeland Team

Leadership Team

  • Mark Giovanniello

    Mark Giovanniello, CFA

    Chief Investment Officer, Portfolio Manager

    Mr. Giovanniello is the Chief Investment Officer and a Principal at Copeland Capital Management. Mark is a co-portfolio manager on all Domestic Strategies and the lead manager for the Mid Cap, Smid Cap, and Small Cap Strategies. He is responsible for research coverage of the Health Care, Materials and Energy sectors. Prior to joining Copeland in August 2009, Mark was the lead portfolio manager for the Mid Cap strategy at Rorer Asset Management. Before joining Rorer, Mark spent six years at The Colony Group as the portfolio manager of the firm's Mid Cap strategy as well as the Director of Research. He was responsible for overseeing all fundamental and quantitative research supporting the firm's large-cap, mid-cap and small-cap strategies. Earlier in his career, Mark 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 (CFA®) designation and is a member of the Philadelphia Security Analyst Society.

  • Eric Brown

    Eric Brown, CFA

    Chief Executive Officer, Portfolio Manager

    Mr. Brown is the Chief Executive Officer and a Principal at Copeland Capital Management. 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. He previously served as a Portfolio Manager with Bingham Legg Advisors in Boston. 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 (CFA®) designation. He is a member of the Boston Security Analysts Society and the American Mensa Society.

  • Ted Rorer

    Edward Rorer, MBA

    Chairman

    Mr. Rorer serves as the Chairman of Copeland Capital Management. He is a Principal and 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. At Rorer Asset Management, he developed and implemented the Relative Value methodology of portfolio management and brings his extensive investment 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 a Trustee 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.

  • Chuck Barrett

    Chuck Barrett

    Director of Sales

    Mr. Barrett is responsible for all sales and marketing initiatives for Copeland Capital Management. He is a Principal and a member of the Firm’s Management Committee. He oversees distribution of Copeland’s mutual fund products, hedge funds, institutional separate accounts and manages the firm’s sub-advisory relationships. Prior to joining Copeland in November 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 relationships. Before MTBIA, Chuck served in senior sales positions at John Hancock Funds and Alliance Bernstein. Chuck holds a BS in Finance from Albright College.

  • Steven Adams

    Steven Adams

    Chief Operating and Financial Officer

    Mr. Adams is the Chief Operating & Financial Officer of Copeland Capital Management. He is a Principal and a member of the Firm’s Management Committee. Prior to joining the Firm he was the Chief Financial Officer of AMG Funds and was previously a Principal, Senior Vice President, and Director of Finance at Rorer Asset Management. Steve began his career with PricewaterhouseCoopers where he was a Senior Manager and served clients in financial services. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants (PICPA), and the AICPA Technology Division. Steve earned a BS degree in accounting from the University of Utah.

  • Sofia Rosala

    Sofia Rosala

    Chief Compliance Officer and General Counsel

    Ms. Rosala is the General Counsel and Chief Compliance Officer and a Principal of Copeland Capital Management. Her primary responsibility is maintaining an effective compliance program for both the firm and its funds. She served as US Counsel and Deputy Head of Compliance at Aberdeen Asset Management Inc. from 2012-2016. Prior to joining Aberdeen, she was Corporate Counsel for Vertex from 2011-2012, a Senior Associate at Morgan, Lewis and Bockius from 2008-2011, and was Vice President and Corporate Counsel at SEI Investments from 1998 to 2008. Ms. Rosala obtained her BA degree from the University of Pennsylvania and obtained her Juris Doctorate degree from Temple University School of Law.

  • Erik Granade

    Erik Granade, CFA

    Head of International Equities, Portfolio Manager

    Mr. Granade is the Head of International Equities at Copeland Capital Management. He is a Principal and a member of the Firm’s Management Committee. Erik is a Portfolio Manager for all of Copeland’s International and Global strategies. Prior to joining Copeland Capital Management in July 2012, Erik was Chief Investment Officer and Portfolio Manager for Invesco's global equity team in Atlanta. While at Invesco, he had overall responsibility for the team's international equity, global equity, and emerging market equity strategies. Prior to joining Invesco, Erik was Head of International Equities at Cashman, Farrell & Associates in Philadelphia, PA. Preceding that, Erik worked at PNC Bank as a Senior International Equity Manager for Provident Capital Management, the firm's institutional money management business, and as a Securities Analyst. Erik received his BA 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.

Investment team

  • Mark Giovanniello

    Mark Giovanniello, CFA

    Chief Investment Officer, Portfolio Manager

    Mr. Giovanniello is the Chief Investment Officer and a Principal at Copeland Capital Management. Mark is a co-portfolio manager on all Domestic Strategies and the lead manager for the Mid Cap, Smid Cap, and Small Cap Strategies. He is responsible for research coverage of the Health Care, Materials and Energy sectors. Prior to joining Copeland in August 2009, Mark was the lead portfolio manager for the Mid Cap strategy at Rorer Asset Management. Before joining Rorer, Mark spent six years at The Colony Group as the portfolio manager of the firm's Mid Cap strategy as well as the Director of Research. He was responsible for overseeing all fundamental and quantitative research supporting the firm's large-cap, mid-cap and small-cap strategies. Earlier in his career, Mark 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 (CFA®) designation and is a member of the Philadelphia Security Analyst Society.

  • Eric Brown

    Eric Brown, CFA

    Chief Executive Officer, Portfolio Manager

    Mr. Brown is the Chief Executive Officer and a Principal at Copeland Capital Management. 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. He previously served as a Portfolio Manager with Bingham Legg Advisors in Boston. 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 (CFA®) designation. He is a member of the Boston Security Analysts Society and the American Mensa Society.

  • Erik Granade

    Erik Granade, CFA

    Head of International Equities, Portfolio Manager

    Mr. Granade is the Head of International Equities at Copeland Capital Management. He is a Principal and a member of the Firm’s Management Committee. Erik is a Portfolio Manager for all of Copeland’s International and Global strategies. Prior to joining Copeland Capital Management in July 2012, Erik was Chief Investment Officer and Portfolio Manager for Invesco's global equity team in Atlanta. While at Invesco, he had overall responsibility for the team's international equity, global equity, and emerging market equity strategies. Prior to joining Invesco, Erik was Head of International Equities at Cashman, Farrell & Associates in Philadelphia, PA. Preceding that, Erik worked at PNC Bank as a Senior International Equity Manager for Provident Capital Management, the firm's institutional money management business, and as a Securities Analyst. Erik received his BA 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 Lee

    Kenneth Lee, MBA

    Portfolio Manager, Research Analyst

    Mr. Lee is a Portfolio Manager and a Principal at Copeland Capital Management. Ken is a Portfolio Manager for all of Copeland’s International and Global strategies. Prior to joining Copeland in January 2013, Ken was Co-Founder and Managing Partner at Presidia Capital in Greenwich, CT where he managed Presidia’s Asia Special Situations Fund. Prior to Presidia, Ken was Portfolio Manager and Managing Director at Mercury Partners in Greenwich, CT, a multi-strategy investment firm offering hedge fund and long-only equity strategies. Prior to Mercury, Ken was a Vice President at Deutsche Bank (New York) and an Associate at Wachovia Securities (New York), where he focused on Mergers & Acquisitions in their Real Estate, Lodging & Gaming Investment Banking Group. Previously, Ken was a management consultant at McKinsey & Company and AlixPartners, where he specialized in corporate restructuring and turnarounds for United States, European and Asian clients across consumer, technology, industrial, and telecommunications sectors. Ken holds a Master of Business Administration (MBA) from Harvard Business School and a BA in Economic History from Dartmouth College.

  • David McGonigle

    David McGonigle, CFA

    Portfolio Manager, Senior Research Analyst

    Mr. McGonigle is a Portfolio Manager and a Principal at Copeland Capital Management. His primary coverage responsibilities are in the Consumer Discretionary, Financial and Industrial sectors across all domestic portfolios. Prior to joining Copeland in August 2009, Dave spent ten years with Rorer Asset Management, serving both as a portfolio manager and an analyst focused on the firm’s mid cap portfolio with primary coverage responsibilities in the Consumer and Financial sectors. Before joining Rorer, Dave was a Financial Analyst with AmericaOne Communications, Inc., a subsidiary of CapitalOne Financial Corp., where he focused on financial forecasting, as well as the evaluation of potential acquisition candidates in the telecommunications space. He holds a BS in Business Administration, with a finance concentration, from the E. Claiborne Robins School of Business at the University of Richmond. Dave also holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Society of Philadelphia.

  • Jeffrey Walkenhorst

    Jeffrey Walkenhorst, CFA

    Portfolio Manager, Research Analyst

    Mr. Walkenhorst is a Portfolio Manager and a Principal at Copeland Capital Management. His primary coverage responsibilities are in the Consumer Staples, Real Estate, and Technology/Telecom sectors across all domestic portfolios. Prior to joining Copeland in March 2011, Jeff 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 (BAS). At BAS, he covered the Technology sector, including several years on an Institutional Investor All-America Research Team. Prior to BAS, Jeff 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 Incorporated. Jeff holds a BA degree in Economics from Stanford University. He also holds the Chartered Financial Analyst (CFA®) designation and is a member of the New York Society of Security Analysts.

  • John Cummings

    John Cummings, CFA

    Research Analyst

    Mr. Cummings is a Research Analyst at Copeland Capital Management. 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. John also holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Society of Philadelphia.

  • Willard Kwak

    Willard Kwak

    Research Associate

    Mr. Kwak is a Research Associate at Copeland Capital Management. His primary responsibilities include supporting the international research team across all sectors and helping to optimize Copeland’s quantitative methodologies. Prior to joining Copeland in September 2017, Willard performed research at the University of Chicago Department of Economics, developing data analytics and mining skills, working with various programming languages. Before that, Willard participated in the Research Experience as Undergraduate (REU) for mathematics, studying number theory. Willard holds a BS in Mathematics and BA in Economics from the University of Chicago. He is also a CFA Level III candidate.

Copeland Team

  • Neil Adams

    Neil Adams

    Vice President - Regional Director

    Mr. Adams is a Regional Director at Copeland Capital Management. He is responsible for the distribution of Copeland’s suite of retail mutual funds and SMA products across all channels throughout the East Coast part of the country. Prior to joining Copeland in December of 2015, Neil was a sales representative at Eaton Vance in Boston. At Eaton Vance, he was responsible for financial advisor relationships in the Long Island and Southern Connecticut regions. Before Eaton Vance, Neil began his career in financial services industry with Fidelity Investments. He graduated from Southern New Hampshire University with a BS in Business Administration and Political Science and was a two year captain of the men’s ice hockey team.

  • Daniel Castrogiovanni Picture

    Daniel Castrogiovanni

    Trading & Operations Specialist

    Mr. Castrogiovanni is the Trading and Operations Specialist at Copeland Capital Management. He is responsible for operations and trading functions. Prior to Joining Copeland in March 2019, Dan served as an Equity Portfolio analyst at PNC Capital Advisors in Philadelphia, PA. In this role, he supported the Large Cap Equity team in its research, trading, and portfolio management. Before that, Dan was Associate Equity Trader with Glenmede Investment Management and he began his career as an Analyst with SEI Investment Company. He holds a BA from the University of Pittsburgh. Dan is also a member of the Philadelphia Security Traders Association.

  • Michael Gebhardt, CFA

    Michael Gebhardt, CFA

    Vice President – Portfolio Specialist

    Mr. Gebhardt is responsible for supporting sales and marketing initiatives for Copeland Capital Management. He supports the sales efforts of Copeland’s products and helps manage the firm’s institutional relationships. Prior to joining Copeland in September 2018, Michael worked as an Investment Analyst at Envestnet | PMC where he specialized in small cap asset manager due diligence as well as developing the firm’s global research presence. Before Envestnet, he served as a Research Associate at Kummer Financial Strategies and supported the investment committee with their asset allocation and manager selection decisions. Michael received a BS in Finance from the University of Colorado at Boulder and an MBA with a specialization in Global Finance from the University of Denver. In addition, he earned the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute and the CFA Society of Colorado.

  • Anthony Godonis

    Anthony Godonis

    Director of Trading

    Mr. Godonis is the Director of Trading and a Principal at Copeland Capital Management. He is responsible for global trade execution, trade cost analysis, policy, broker/vendor management, electronic connectivity, technology, operational oversight and commission management. Prior to joining Copeland in September 2017, Anthony spent 10 years at Aberdeen Standard Investments in Philadelphia, PA where he served as the Head of Trading – Americas. In this role, he oversaw execution of equities, fixed income, foreign currency and derivatives in North and South America. In the past, he also worked at Gartmore Global and Glenmede Investment Management as a Senior Trader responsible for program, small cap and international trading. Anthony holds FINRA Series 7 and 63 licenses. He earned a BS degree from Shippensburg University with a concentration in Finance and an MBA in International Business from Drexel University. 

  • Karen Kirk

    Karen Kirk

    Director of Operations

    Ms. Kirk is the Director of Operations and a Principal at Copeland Capital Management. 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 2009, Karen was the Manager of Account Administration at Managers Investment Group. Before MIG, Karen was the Assistant Director of Operations at Rorer Asset Management. Prior to joining Rorer, she 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. Karen holds a BA from Immaculata University.

  • Robin Lane

    Robin Lane, CFA

    Marketing Manager

    Ms. Lane is the Marketing Manager at Copeland Capital Management. She is responsible for managing many of the firm's distribution relationships with Consultants, Broker Dealers, RIAs and TAMPs. Robin is also responsible for managing Copeland's RFP responses. Prior to joining to Copeland in January 2014, she worked at Clark Capital Management for three years as a member of the Key Accounts team. Before joining Clark Capital, Robin was a Portfolio Associate at Global Capital Management and a Senior Relationship Manager for Lockwood Advisors. Prior to joining Lockwood, Robin worked for Smith Barney as an Investment Consulting Analyst from 1993 to 1998. Robin received a BBA with a concentration in Economics from Washington University in St. Louis and an MBA in Finance from Temple University. In addition, she earned the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute and the CFA Society of Philadelphia.

  • Tarma Lawruk

    Tarma Lawruk

    Finance and Accounting Manager

    Ms. Lawruk is the Finance and Accounting Manager at Copeland Capital Management. Tarma has responsibilities in all aspects of the firm’s financial and fund operations. She also provides operational support under the direction of the Chief Operating and Financial Officer. Prior to joining Copeland in November 2016, Tarma worked at AMG Funds for 7 years as a Product Finance Analyst and Accountant. Tarma holds a BBA in Accounting from Pace University.

  • Otto Rust

    Otto Rust

    Director of Information Technology

    Mr. Rust is the Director of Information Technology at Copeland Capital Management. His responsibilities include the design, support and maintenance of all aspects of the company’s technical infrastructure. Prior to joining Copeland in 2009, Otto was an independent consultant supporting small businesses and non-profit organizations for 6 years. Before that, Otto worked for American Pfeiffer Corporation as the Director of Information Technology overseeing network operations and communications with parent company Christian Pfeiffer’s European headquarters and foundries in Germany, Austria and Italy. Earlier, Otto worked for Villanova University in Career Services as the Assistant Director for Systems Development and Administration, and earlier as the Assistant Director for Technology in the Music Activities Department. Otto holds a BS degree in Computer Science from Villanova University.

  • Clayton Saltijeral

    Clayton Saltijeral, CAIA

    Vice President - Regional Director

    Mr. Saltijeral is a Regional Director at Copeland Capital Management. He is responsible for the distribution of Copeland’s suite of retail mutual funds and SMA products across all channels throughout the Central part of the county. Prior to joining Copeland in December of 2018, Clayton spent 13 years at Dearborn Capital Management in Chicago. At Dearborn, he served in various roles on the distribution and compliance teams. Most recently Clayton was Regional Vice President of Business Development responsible for distribution in the Midwest and Great Lakes regions. Before Dearborn, he served as the Branch Manager at Levitt and Levitt Brokerage in Chicago responsible for all day to day operations, trading, and compliance. Clayton began his financial career managing the daily bond inventory on the municipal bond desk at Harris Bank in Chicago. He is a graduate of the University of Illinois Urbana-Champaign. In addition, Clayton earned the Chartered Alternative Investment Analyst (CAIA®) designation and is a member of the CAIA Institute and CAIA Chicago Chapter.

  • James Spencer

    James Spencer, MBA, CIPM

    Performance & Risk Analytics Manager

    Mr. Spencer is a member of the investment policy committee and a Principal at Copeland Capital Management. He is responsible for performance reporting and risk monitoring, as well as a number of compliance functions. 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, CIPM® certificant, a member of the Fixed Income Club of Philadelphia and a member of the CFA Society of Philadelphia.

  • Pat Stoberl

    Pat Stoberl

    Executive Assistant

    Ms. Stoberl is an Executive Assistant at Copeland Capital Management. Prior to joining Copeland in April 2018, Pat was an Executive Assistant at AMG Funds for 19 years. Pat has over 30 years of experience supporting senior management in the Financial Services industry.

NLD Review Code
1247-NLD-12/6/2018

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