About
Ryan Buckley, CFA, is a Research Analyst and Principal at Copeland Capital Management, LLC, based in Conshohocken, PA. In his current role, he provides fundamental research coverage across the Consumer Staples and Materials sectors for the firm’s international investment team, supporting research efforts and helping optimize Copeland’s quantitative methodologies.
Prior to joining Copeland Capital in May 2023, Mr. Buckley served as an Investment Analyst at Invesco in Atlanta, covering the U.S. as a generalist for a global growth mandate. Earlier in his career, he was an Equity Research Associate at Manning & Napier Advisors, where he performed global fundamental research across Energy, Materials, Industrials, and Financials sectors.
Mr. Buckley holds a BS from Houghton University, where he majored in Business Administration with a minor in Financial Analysis and concentrations in Economics, Finance, and Management. He has also earned the Chartered Financial Analyst (CFA®) designation, underscoring his expertise in global equities research and sector analysis.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Copeland Capital Management LLC | Research Analyst | May 2023 to Present | — |
| Invesco Ltd. | Investment Analyst | Feb 2021 to Jan 2023 | • Generate, recommend, and monitor investments for equity portfolios under a quality and growth-oriented mandated for the Select Equity team acting as a generalist covering the US and Canada. • Conduc... |
| Manning & Napier | Equity Research Associate | Jan 2020 to Feb 2021 | • Analyze and monitor public companies through deep research, financial modeling, and forecasting within the industrial, energy, services, and technology sectors. • Develop and assist others in develo... |
| Manning & Napier | Growth Team and Reconciling Intern | May 2016 to Aug 2016 | Worked with operations team to maintain accurate client accounts through the reconciling process. Engaged with research analyst to learn company investment strategies and best practices. Communicate o... |
| Manning & Napier | Equity Research Assistant | Jan 2019 to Jan 2020 | • Analyze and interpret the industrial, materials, and energy sectors inclusive of financial modeling and forecasting of industry and company trends. • Assist in the development of investment recommen... |
| Manning & Napier | Research Administrative Assistant | Sep 2017 to Jan 2019 | • Ensure the smooth execution of investment mandates and drafting of internal investment communications. • Develop, implement, and automate investment administrative tasks. Driving a 60% decrease in p... |
| Houghton University | Student Portfolio Manager | Aug 2015 to Dec 2016 | • Collaborate with peers to achieve investment goals of capital appreciation and risk management for a portion of the college's endowment • Conduct research and translate data to help make investment ... |
| Manning & Napier | Operations Associate | Jan 2017 to Sep 2017 | • Ensure timely settlement of non-US equity and bond transactions through internal processes and communication with external brokers and custodians. |
Education
Houghton College
Bachelor’s Degree, Business Administration and Management, General
2014 — 2016
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 |
| Vice President - Regional Director | Manchester, NH , 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 |