Copeland Filoon Email & Phone Number
SVP, Key Account Manager @ Angel Oak Capital Advisors, LLC
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Copeland Filoon Location
- Boston, MA, US
Copeland Filoon Work
- SVP, Key Account Manager @ (September 2026 - Present)
- Director, Platform Development @ (March 2017 - December 2025)
- Director, Client Portfolio Manager @ Symphony Asset Management (September 2014 - March 2017)
- Vice President, Senior Product Manager - U.S. Fixed Income @ (November 2010 - September 2014)
- Director, Investment Management and Guidance @ (April 2009 - November 2010)
- Senior Vice President, Asset Class Specialist @ (October 2005 - April 2009)
- Sr. Analyst @ (March 2002 - October 2005)
- Analyst @ mPower Advisors LLC (January 2000 - January 2001)
- Research Associate @ (August 1998 - January 2000)
Copeland Filoon Education
- Vanderbilt University
B.A. (Economics)
1994-1998 - Greenwich High School 1991-1994
Copeland Filoon Skills
- Asset Allocation
- Alternative Investments
- Mutual Funds
- Investment Strategies
- Fixed Income
- Series 7
- Investments
- Asset Managment
- Portfolio Management
- Hedge Funds
- Equities
- Wealth Management
- Due Diligence
- Bloomberg
- Asset Management
- Financial Services
- Derivatives
- Investment Management
- ETFs
- Investment Advisory
- Capital Markets
- Financial Markets
- Securities
- Separately Managed Accounts
- Fund Of Funds
- Financial Analysis
- SQL
- Strategic Planning
Copeland Filoon Summary
- Copeland Filoon, based in Boston, MA, US, is currently a SVP, Key Account Manager at Angel Oak Capital Advisors, LLC. Copeland Filoon brings experience from previous roles at Thornburg Investment Management, Symphony Asset Management, Franklin Templeton Investments and Merrill Lynch Global Wealth Management. Copeland Filoon holds a 1994 - 1998 B.A. in Economics @ Vanderbilt University. With a robust skill set that includes Asset Allocation, Alternative Investments, Mutual Funds, Investment Strategies, Fixed Income and more. Copeland Filoon has 2 emails and 1 mobile phone numbers on RocketReach.
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