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
- Vice President - Portfolio Specialist @ (September 2018 - Present)
- Vice President, Investment Analyst @ (October 2017 - August 2018)
- Investment Analyst @ (June 2014 - September 2017)
- Research Associate @ (May 2012 - May 2014)
- Credit Analyst - Contract Position through Kforce Inc. @ (February 2012 - May 2012)
- Financial Advisor @ (June 2004 - January 2005)
- Municipal Bond Analyst Intern @ George K. Baum & Company (June 2003 - June 2004)
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
Steve Adams
Chief Financial and Operating Officer
Conshohocken, PA, US
Ted Rorer
Chairman
Conshohocken, PA, US
Neil Adams
Vice President, Institutional Sales
United States
Robin
Principal - Marketing Manager
Conshohocken, PA, US
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
Tarma Lawruk
Controller
Philadelphia, PA, US
Michael Gebhardt
Vice President - Portfolio Specialist
Denver, CO, US
Jonathan H
Research Analyst and Principal
Philadelphia, PA, US
John Cummings
Portfolio Manager
Philadelphia, PA, US
Dave McGonigle
Principal, Portfolio Manager
Haddonfield, NJ, US
Kenneth Lee
Principal and Portfolio Manager
Philadelphia, PA, US
Coby Schwartz
Regional Director
Philadelphia, PA, US
Ryan Buckley
Research Analyst
Conshohocken, PA, US
Hari Manikandan
Research Associate
Philadelphia, PA, US
Sean Duffy
Associate Regional Director
Philadelphia, PA, US
Eric Brown
Founder, CEO
Naples, FL, US
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