Michael Gebhardt Email & Phone Number
Vice President - Portfolio Specialist @ Copeland Capital Management LLC
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Michael Gebhardt Location
- Denver, CO, US
Michael Gebhardt Work
- 2018 -now Vice President - Portfolio Specialist @
- 2017 -2018 Vice President, Investment Analyst @
- 2014 -2017 Investment Analyst @
- 2012 -2014 Research Associate @
- 2012 -2012 Credit Analyst - Contract Position through Kforce Inc. @
- 2004 -2005 Financial Advisor @
- 2003 -2004 Municipal Bond Analyst Intern @ George K. Baum & Company
Michael Gebhardt Education
- University of Denver - Daniels College of Business
MBA (Global Finance)
2009-2011 - University of Colorado Boulder - Leeds School of Business
Bachelor of Business Administration (BBA) (Finance)
1999-2004 - CFA Institute
Michael Gebhardt Skills
- Microsoft Excel
- Portfolio Management
- Microsoft Office
- Equity Research
- Investments
- Series 7
- Equities
- Asset Management
- Financial Modeling
- Finance
- Financial Analysis
- Mutual Funds
- Risk Management
- Valuation
Michael Gebhardt Summary
- Michael Gebhardt, based in Denver, CO, US, is currently a Vice President - Portfolio Specialist at Copeland Capital. Michael Gebhardt brings experience from previous roles at Envestnet, Inc, Kummer Financial Strategies, Inc. and Wells Fargo. Michael Gebhardt holds a 2009 - 2011 MBA in Global Finance @ University of Denver - Daniels College of Business. With a robust skill set that includes Microsoft Excel, Portfolio Management, Microsoft Office, Equity Research, Investments and more. Michael Gebhardt has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Copeland Capital Management LLC Employees
Steve Adams
Chief Operating and Financial Officer
Conshohocken, PA, US
Ted Rorer
Chairman
Conshohocken, PA, US
Neil Adams
Vice President, Institutional Sales
United States
Jeffrey Walkenhorst
Principal, Portfolio Manager and Analyst
Conshohocken, PA, US
Karen Kirk
Director of Operations
Philadelphia, PA, US
Mark Giovanniello
Chief Investment Officer
Conshohocken, PA, US
Anthony Godonis
Principal, Director of Trading
Philadelphia, PA, US
Tarma Lawruk
Controller
Philadelphia, PA, US
Michael Gebhardt
Vice President - Portfolio Specialist
Denver, CO, US
John Cummings
Portfolio Manager
Philadelphia, PA, US
Coby Schwartz
Regional Director
Philadelphia, PA, US
Eric Brown
Founder, CEO
Naples, FL, US
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