Copeland Capital Management Hires Chief Operating and Financial Officer

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Steve Adams Joins Copeland Capital Management

Copeland Capital Management is pleased to announce that Mr. Steven J. Adams has joined the firm as Chief Operating and Financial Officer. Mr. Adams comes to Copeland from AMG Funds, where he served as Chief Financial Officer. Earlier in his career he was a Senior Manager at Price Waterhouse Coopers where he served clients in the financial services industry and then was a Principal at Rorer Asset Management. Steve joins Copeland as a Principal and will serve on the firm’s Management Committee. Mr. Adams is a member of the American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants, and the AICPA Technology Division.

“We are thrilled to add someone of Steve’s caliber and level of experience to the team. We believe this demonstrates our commitment to ensuring we have both the personnel resources and operational infrastructure in place to meet the needs of our growing institutional client base,” said Copeland’s Chairman, Edward C. Rorer. “Steve will be instrumental in helping to manage the next stage of our firm’s growth.”

Mr. Adams’ addition comes at a time of significant growth for Copeland Capital. The firm has grown from $100 million in AUM in 2011 to almost $2 billion in AUM today. “We manage money for some of the largest financial institutions, corporate pension plans, and foundations in the country,” noted Eric Brown, Copeland’s founder and CEO. “We look forward to leveraging Steve’s expertise to ensure that we are employing best practices across every facet of our operational platform so that we can continue to grow,” Brown added.

“I am happy to join such a strong team of like-minded people who share the same passion for building a best in class money management firm as I do,” stated Mr. Adams. “I look forward to the opportunity to contribute and build on the foundation of success that has already been put in place.”

About Copeland Capital Management
Copeland Capital Management, LLC is an industry leader in Dividend Growth investing. We manage Dividend Growth strategies across all capitalization ranges in traditional, tactical, international and alternative products. We manage portfolios for high net worth individuals and many types of institutions, including corporate pension plans, educational and religious endowments, charitable foundations, and health care institutions. Our strategies are available as separate accounts, manager models, mutual funds, and hedge funds.

Copeland Capital Management is a 100% employee owned investment management firm with offices in Conshohocken PA, Wellesley MA, and Atlanta GA. Please contact Chuck Barrett, Director of Sales & Marketing for more information at (484) 351-3665 or cbarrett(at) Website:

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Chuck Barrett
Copeland Capital
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