Will Kwak

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.