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Shak A

analyst at Copeland Capital Management, LLC

Philadelphia, PA , United States

About

Shak A is currently serving as a Summer Investment Analyst at Copeland Capital Management, LLC in the Philadelphia area. In this role, he assists the investment research team in evaluating equities and contributing to Copeland’s core mission of dividend growth investing. Copeland Capital Management focuses on U.S., International, and Global equity strategies across all capitalization levels, with a distinctive emphasis on dividend growth stocks in sectors such as Health Care, Materials, Energy, Utilities, and Financials.

Prior to joining Copeland, Shak A gained investment analyst experience at Falcon Wealth Advisors, where he further developed skills in equity research and portfolio analysis. His internship background provides him with a strong foundation in fundamental analysis and asset valuation, supporting his current responsibilities in sector and security coverage. His track record includes hands-on contributions to research initiatives and support for portfolio management teams.

While specific education details are not publicly available, Shak A’s early career is defined by commitment to professional development within the investment management industry. His work at Copeland contributes to the research and analysis of dividend growth opportunities across multiple sectors, helping drive the firm’s investment strategies that span U.S. and International equities and emphasizing long-term capital appreciation and risk management.

Career History

OrganizationRoleDate RangeDetails
Copeland CapitalSummer Investment AnalystJun 2020 to Present
Falcon Wealth AdvisorsSummer Investment AnalystJul 2019 to Aug 2019

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
Neil Adams
Neil Adams
Vice President - Regional DirectorManchester, NH , 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
Showing 1-10 of 12 team members