James Spencer, MBA, CIPM, CAIA

Experience

• 

  Wells Fargo

  Jan 1993 - Dec 1998

  • Investment Officer

    Jun 1996 - Dec 1998

  • Institutional Trust Officer

    Jan 1993 - Jun 1996
• 

  Rorer Asset Management

  Dec 1998 - Jun 2009

  Vice President
• 

  Copeland Capital Management, LLC

  Jun 2009 - now

  Copeland Capital Management, LLC specializes in Dividend Growth investing. We manage Dividend Growth strategies across all capitalization ranges in traditional, tactical, alternative, and International products. We manage portfolios for high net worth individuals and all types of institutions, including corporate pension plans, educational and religious endowments, charitable foundations, health care institutions, and municipalities.Copeland Capital Management is 100% employee owned.

  • Principal/Performance & Risk Analytics Manager

    Jul 2009 - now

  • Principal/Director of Fixed Income

    Jun 2009 - now