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
CFA Charterholder
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
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Conshohocken, PA, US
Anthony Godonis
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Tarma Lawruk
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Michael Gebhardt
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Denver, CO, US
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