Robin Email & Phone Number
Principal - Marketing Manager @ Copeland Capital Management LLC
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Robin Location
- Conshohocken, PA, US
Robin Work
- Principal - Marketing Manager @ (January 2014 - Present)
- AVP, Key Accounts @ (August 2010 - December 2013)
- Portfolio Associate @ Global Capital Management (March 2007 - August 2010)
- Relationship Manager @ Lockwood Advisors, Inc. (September 1998 - March 2007)
- Investment Consulting Analyst @ (December 1993 - August 1998)
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
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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