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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Copeland Capital | Summer Investment Analyst | Jun 2020 to Present | — |
| Falcon Wealth Advisors | Summer Investment Analyst | Jul 2019 to Aug 2019 | — |
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 | |
| Research Analyst | Conshohocken, PA , United States | |
D Dave McGonigle | Principal, Portfolio Manager | Haddonfield, NJ , United States |
| Research Analyst and Principal | Philadelphia, PA , United States |
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