James Spencer

James Spencer is a Principal and Performance & Risk Analytics Manager at Copeland Capital Management, LLC, based in the Philadelphia region. He is a member of the firm’s investment policy committee and is responsible for performance reporting, risk monitoring, and managing the firm's fixed income strategies—including both taxable and tax-free mandates. His focus includes overseeing risk analytics and compliance functions for Copeland’s investments, providing critical insight into fixed income portfolio construction and management.

With a career spanning over three decades, Spencer previously served as Director of Fixed Income at Rorer Asset Management. Earlier roles include portfolio management for short-duration fixed income funds at CoreStates Investment Advisers and institutional trust responsibilities at Meridian Asset Management. His specific sector expertise is in fixed income securities, making him a key figure in Copeland’s taxable and tax-exempt bond strategies.

Spencer holds a BA from Washington College and an MBA from Saint Joseph’s University. He is designated as a Chartered Market Technician (CMT), Chartered Alternative Investment Analyst (CAIA), and holds the Certificate in Investment Performance Measurement (CIPM), underscoring his proficiency in analytics and alternative investment strategies. He is active in professional associations including the Fixed Income Club of Philadelphia and the CFA Society of Philadelphia, reflecting his commitment to industry best practices and ongoing sector leadership.