Kenneth Lee
Principal and Portfolio Manager at Copeland Capital Management, LLC
About
Kenneth Lee is a Portfolio Manager and Principal at Copeland Capital Management, LLC, based in Philadelphia, PA. He serves as Co-Portfolio Manager for all of Copeland’s International and Global strategies, where he is responsible for managing equity portfolios with a particular emphasis on global listed companies across diverse sectors, including consumer, technology, industrial, and telecommunications.
Prior to joining Copeland in January 2013, Ken was Portfolio Manager and Managing Director at Mercury Partners, managing its Asia Special Situations Fund and leading both hedge fund and long-only equity investment strategies. His earlier career includes Vice President at Deutsche Bank and Associate at Wachovia Securities in New York, focusing on Mergers & Acquisitions in the Real Estate, Lodging & Gaming sectors, as well as management consulting roles at McKinsey & Company and AlixPartners specializing in corporate restructuring and turnarounds for multinational clients.
Mr. Lee holds a Master of Business Administration (MBA) from Harvard Business School and a Bachelor of Arts in Economic History from Dartmouth College. His professional background showcases significant expertise in international equities, special situations investing, and cross-border corporate finance, and he has a strong reputation for thoughtful, research-driven portfolio management in global markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Copeland Capital | Principal and Portfolio Manager | Jan 2013 to Present | Copeland Capital Management, LLC specializes in Dividend Growth investing. We manage Dividend Growth strategies across all capitalization ranges in traditional, tactical, alternative, and Internationa... |
| Mercury Partners LLC | Managing Director and Portfolio Manager | Jan 2007 to Jan 2012 | Multi-strategy investment firm offering hedge fund and long-only equity strategies. |
| Deutsche Bank Securities | Vice President | Jan 2005 to Jan 2007 | Real Estate, Lodging & Gaming Mergers & Acquisition / Investment Banking Group |
| Eastdil Secured | Associate | Jan 2005 to Jan 2006 | Real Estate & Lodging Mergers & Acquisitions / Investment Banking Group |
| AlixPartners | Vice President | Jan 2003 to Jan 2004 | Consulting firm specializing in business turnarounds and restructuring. |
| IBM & Savvio | Executive Vice President Business Development | Jan 2000 to Jan 2003 | — |
| McKinsey & Company | Turnaround Management Consultant | Jan 1991 to Jan 1999 | — |
Education
Harvard Business School
Master of Business Administration (MBA)
1994 — 1996
Dartmouth College
Bachelor of Arts (B.A.), Economic History
1987 — 1991
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 |
 | 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 |