Neil Adams
Vice President - Regional Director at Copeland Capital Management, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Copeland Capital | Vice President - Regional Director | Dec 2015 to Present | — |
| Eaton Vance | Internal Wholesaler - Team Leader | Sep 2012 to Dec 2015 | — |
| Fidelity Investments | Investments Consultant | Jun 2011 to Sep 2012 | — |
Education
Southern New Hampshire University
B.S., Business Administration, Political Science
2007 — 2011
Middlesex School
2003 — 2007
Skills & Expertise
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 | |
K Kenneth Lee | Principal and Portfolio Manager | Philadelphia, PA , United States |
M Michael Gebhardt | Vice President - Portfolio Specialist | Denver, CO , 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 |