Michael Gebhardt

Michael Gebhardt, CFA, serves as Vice President – Portfolio Specialist at Copeland Capital Management, LLC, based in Denver, CO. In his current role, he supports the firm’s sales and marketing initiatives and plays a key part in managing and expanding institutional relationships, focusing on Copeland’s suite of U.S., international, and global dividend growth investment strategies.

Gebhardt is known for his specialized knowledge in dividend growth investing across all capitalization ranges (large, mid, small, and international small cap equities), helping promote Copeland’s asset management offerings to institutional clients and consultants. His investment expertise includes due diligence on small cap managers and developing global research platforms, reflecting an in-depth understanding of equity markets and portfolio construction, with particular emphasis on companies committed to sustainable dividend growth.

Prior to joining Copeland in 2018, Michael Gebhardt held investment analyst roles at Envestnet, Inc., where he conducted extensive small cap asset manager research and contributed to global research initiatives. He holds an MBA in Global Finance from the University of Denver’s Daniels College of Business, a BBA in Finance from the University of Colorado Boulder, and is a Chartered Financial Analyst (CFA) charterholder and member of the CFA Society of Colorado.