Robin Email & Phone Number
Principal - Marketing Manager @ Copeland Capital Management LLC
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Robin Location
- Conshohocken, PA, US
Robin Work
- 2014 - now Principal - Marketing Manager @
- 2010 - 2013 AVP, Key Accounts @
- 2007 - 2010 Portfolio Associate @ Global Capital Management
- 1998 - 2007 Relationship Manager @ Lockwood Advisors, Inc.
- 1993 - 1998 Investment Consulting Analyst @
Robin Education
- Fox School of Business at Temple University
MBA (Finance)
1996 - 2000 - Washington University in St. Louis
BA (Economics)
1989 - 1993 - Lower Merion High School 1985 - 1989
Robin Skills
- Mutual Funds
- Asset Allocation
- Investment Advisory
- Wealth Management
- Portfolio Management
- Series 7
- Separately Managed Accounts
- Asset Management
- Investments
- Sales
- Investment Management
- Series 65
- Series 63
- Management
- Banking
- Account Management
- Project Management
Robin Summary
- Robin, based in Conshohocken, PA, US, is currently a Principal - Marketing Manager at Copeland Capital. Robin brings experience from previous roles at Clark Capital Management Group, Global Capital Management, Lockwood Advisors, Inc. and Smith Barney. Robin holds a 1996 - 2000 MBA in Finance @ Fox School of Business at Temple University. With a robust skill set that includes Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Portfolio Management and more. Robin has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Copeland Capital Management LLC Employees
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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