Jeffrey Walkenhorst

Jeffrey Walkenhorst is a Principal, Portfolio Manager, and Analyst at Copeland Capital Management LLC, based in Conshohocken, Pennsylvania. In this capacity, he is responsible for managing portfolios and conducting research, with primary coverage of the Consumer Staples, Real Estate, and Technology/Telecom sectors across the firm’s domestic investment strategies. His role involves identifying investment opportunities, performing sector analysis, and contributing to the overall investment process for dividend growth portfolios.

Walkenhorst joined Copeland Capital Management in March 2011, following senior research roles at The Research Board, where he advised global Chief Information Officers on business and strategy, and previously as Vice President, Equity Research Analyst in the Technology sector at Banc of America Securities LLC. He began his career in the Real Estate Investment Banking Group at Prudential Securities, gaining substantial experience in strategic planning, M&A, and sector analysis within telecommunications, technology, and real estate.

He holds a BA in Economics from Stanford University and is a Chartered Financial Analyst (CFA) charterholder, as well as a member of the New York Society of Security Analysts. Notably, he has been recognized for his research excellence as part of an Institutional Investor All-America Research Team in the Technology sector, and contributes industry insight through publications and analysis focused on his specific coverage areas including consumer staples, real estate, and technology/telecom.