Copeland Capital Management Revenue
Investment Management • 
Conshohocken, Pennsylvania, United States • 21-50 Employees
Copeland Capital Management revenue & valuation
| Annual revenue | $11,300,000 |
| Revenue per employee | $312,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $36,000,000 |
| Total funding | No funding |
Key Contacts at Copeland Capital Management
Jon Forcheskie
Vice President – Regional Director
Anthony Godonis
Principal, Director Of Trading
Chuck Barrett
Principal - Director Of Sales And Marketing
Sean Duffy
Associate Regional Director
Clayton Saltijeral
Vice President - Regional Director, Central U.S.
Coby Schwartz
Regional Director
Karen Kirk
Director Of Operations
Eric Brown
Founder, Ceo
James Spencer
Principal/Director Of Fixed Income
Company overview
| Headquarters | Conshohocken, Pennsylvania, United States |
| Phone number | +14843513665 |
| Website | |
| NAICS | 5231 |
| SIC | 672 |
| Keywords | Pensions, Mutual Funds, Investment Management, Foundations, Endowments, Separately Managed Accounts, Private Funds, Dividend Growth |
| Founded | 2005 |
| Employees | 21-50 |
| Socials |
Copeland Capital Management Email Formats
Copeland Capital Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@copelandcapital.com), used 91.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@copelandcapital.com | 91.4% |
{last name}{last name} | doedoe@copelandcapital.com | 5.7% |
{first name}{last name} | johndoe@copelandcapital.com | 2.9% |
About Copeland Capital Management
Copeland Capital Management is a 100% employee owned firm specializing in Dividend Growth Investing. We offer U.S., International, and Global strategies across all capitalization ranges. We manage portfolios for some of the largest corporate, state, municipal, and Taft Hartley pension plans as well as for many religious endowments, charitable foundations, and health care institutions. Our strategies are also available on many of the industry's leading wealth management and private bank platforms. We offer our strategies in multiple vehicle types such as separate accounts, UMA model delivery, mutual funds, and private funds. For more information about our firm please contact us at (877) 727-9106 or visit our website at www.copelandcapital.com Follow us @ www.copelandcapital.com
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Copeland Capital Management has 15 employees across 6 departments.
Departments
Number of employees
Funding Data
Copeland Capital Management has never raised funding before.
Copeland Capital Management Tech Stack
Discover the technologies and tools that power Copeland Capital Management's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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