About
John Cummings, CFA, is a Portfolio Manager and Principal at Copeland Capital Management, based in the Philadelphia area. In his current role, he leads the firm’s fundamental research and portfolio construction within the Industrials sector, and plays a key part in optimizing quantitative investment methodologies. His responsibilities reflect a blend of sector-specific and quantitative investment expertise, with a particular emphasis on U.S. equities in the Industrials asset class.
John began his career at Copeland Capital in 2014 and previously gained experience as an equity research analyst at Credit Suisse, covering the consumer internet sector. He has continually advanced Copeland’s proprietary screening and research processes, emphasizing data-driven evaluation and sector specialization. In every capacity, he has demonstrated a rigorous approach to investment analysis and contributed significantly to the firm's research depth and quantitative toolkit.
John graduated with high honors from Haverford College, earning a dual BA in Mathematics and Economics. He is a Chartered Financial Analyst (CFA) charterholder and an active member of the CFA Society of Philadelphia. His notable achievements include advancing sector-level research frameworks at Copeland Capital and holding a leadership position as Principal at a young age, reflecting his impact on both the firm and the broader investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Copeland Capital | Portfolio Manager | Aug 2014 to Present | — |
| Credit Suisse | Equity Research Analyst Intern | May 2013 to Aug 2013 | — |
| Copeland Capital | Equity Research Analyst Intern | May 2012 to Aug 2012 | — |
Education
Haverford College
Bachelor of Arts (B.A.), Economics and Mathematics
2010 — 2014
CFA Institute
Chartered Financial Analyst (CFA) Designation
2018 Present
Others at Copeland Capital Management, LLC (12)
| Name | Role | Location |
|---|---|---|
| Principal, Director of Trading | Philadelphia, PA , United States | |
| Principal and Performance and Risk Analytics Manager | West Chester, PA , United States | |
| Principal, Portfolio Manager and Analyst | Conshohocken, PA , United States | |
K Kenneth Lee | Principal and Portfolio Manager | Philadelphia, PA , United States |
M Michael Gebhardt | Vice President - Portfolio Specialist | Denver, CO , United States |
| Vice President - Regional Director | Manchester, NH , United States | |
| Research Analyst | Conshohocken, PA , United States | |
D Dave McGonigle | Principal, Portfolio Manager | Haddonfield, NJ , United States |
| Research Analyst and Principal | Philadelphia, PA , United States | |
S Shak A | analyst | Philadelphia, PA , United States |