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Neil Adams

Neil Adams

Vice President - Regional Director at Copeland Capital Management, LLC

Manchester, NH , United States

About

Neil Adams is Vice President – Institutional Sales at Copeland Capital Management, LLC, based in Manchester, NH. In this role, he is responsible for distributing Copeland’s suite of retail mutual funds and separately managed account (SMA) products across all distribution channels on the East Coast, with a particular focus on institutional clients and financial advisors.

He has a notable background in investment sales, having previously worked at Eaton Vance, where he managed relationships with financial advisors in the Long Island and Southern Connecticut markets, and began his financial services career at Fidelity Investments. At Copeland, he specializes in promoting investment strategies centered on dividend growth equities, encompassing U.S., international, and global mandates across all capitalization sizes, with clients including pension plans, foundations, and wealth management platforms.

Adams earned a BS in Business Administration and Political Science from Southern New Hampshire University, where he also served as a two-year captain of the men’s ice hockey team. His expertise lies in institutional distribution and client relationship management, with a strong commitment to advancing dividend growth investing in the asset management industry.

Career History

OrganizationRoleDate RangeDetails
Copeland CapitalVice President - Regional DirectorDec 2015 to Present
Eaton VanceInternal Wholesaler - Team LeaderSep 2012 to Dec 2015
Fidelity InvestmentsInvestments ConsultantJun 2011 to Sep 2012

Education

Southern New Hampshire University

B.S., Business Administration, Political Science

2007 2011

Middlesex School

2003 2007

Skills & Expertise

Social Media
Sales
Project Management
Series 6
BPO
Consulting
Business Analysis

Others at Copeland Capital Management, LLC (12)

NameRoleLocation
Anthony Godonis
Anthony Godonis
Principal, Director of TradingPhiladelphia, PA , United States
James Spencer
James Spencer
Principal and Performance and Risk Analytics ManagerWest Chester, PA , United States
Jeffrey Walkenhorst
Jeffrey Walkenhorst
Principal, Portfolio Manager and AnalystConshohocken, PA , United States
John Cummings
John Cummings
Portfolio ManagerPhiladelphia, PA , United States
K
Kenneth Lee
Principal and Portfolio ManagerPhiladelphia, PA , United States
M
Michael Gebhardt
Vice President - Portfolio SpecialistDenver, CO , United States
Ryan Buckley
Ryan Buckley
Research AnalystConshohocken, PA , United States
D
Dave McGonigle
Principal, Portfolio ManagerHaddonfield, NJ , United States
Jonathan H
Jonathan H
Research Analyst and PrincipalPhiladelphia, PA , United States
S
Shak A
analystPhiladelphia, PA , United States
Showing 1-10 of 12 team members