Michael Gebhardt Email & Phone Number
Vice President - Portfolio Specialist @ Copeland Capital Management LLC
Michael Gebhardt's Location
Denver, Colorado, United States
Michael Gebhardt's Work
- Vice President - Portfolio Specialist @ Copeland Capital Management LLC
- Vice President, Investment Analyst @ Envestnet, Inc
- Investment Analyst @ Envestnet, Inc
- Research Associate @ Kummer Financial Strategies, Inc.
- Credit Analyst - Contract Position through Kforce Inc. @ Wells Fargo
- Financial Advisor @ Morgan Stanley
- Municipal Bond Analyst Intern @ George K. Baum & Company
Michael Gebhardt's Education
- CFA Institute
CFA Charterholder
- 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
Michael Gebhardt's Skills
- Microsoft Excel
- Portfolio Management
- Microsoft Office
- Equity Research
- Investments
- Series 7
- Equities
- Asset Management
- Financial Modeling
- Finance
Michael Gebhardt's Summary
Michael Gebhardt, based in Denver, Colorado, United States, is currently a Vice President - Portfolio Specialist at Copeland Capital, bringing experience from previous roles at Envestnet, Inc, Kummer Financial Strategies, Inc. and Wells Fargo. Michael Gebhardt holds a CFA Charterholder @ CFA Institute. With a robust skill set that includes Microsoft Excel, Portfolio Management, Microsoft Office, Equity Research, Investments and more, Michael Gebhardt contributes valuable insights to the industry. Michael Gebhardt has 3 emails and 1 mobile phone number on RocketReach.
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