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About
Willard (Will) Kwak, CFA, is a Principal and Research Analyst at Copeland Capital Management, based in Conshohocken, PA. In this role, he is responsible for conducting fundamental research across all sectors and optimizing the firm’s quantitative investment methodologies, with a particular emphasis on supporting international equity strategies.
His expertise spans global and international equities, and he is involved in developing data-driven approaches and quantitative models applicable across a range of asset classes, including small cap and global all cap equity strategies. He works closely with the investment team to enhance the rigor and efficiency of portfolio research and construction.
Before joining Copeland Capital Management in 2017, Will performed economic research at the University of Chicago, where he honed advanced data analytics and programming skills. He holds both a BS in Mathematics and a BA in Economics from the University of Chicago and has earned the Chartered Financial Analyst (CFA) designation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Copeland Capital Management LLC | Principal | Jan 2020 to Present | — |
| Copeland Capital Management LLC | Research Analyst | Jul 2019 to Present | — |
| Copeland Capital Management LLC | Research Associate | Sep 2017 to Jun 2019 | — |
Education
University of Chicago
BA, BS, Economics, Mathematics
2013 — 2017
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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