Coby
Schwartz
Copeland Capital Management, LLC
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About this Advisor
Coby Schwartz is a financial advisor based in Conshohocken, Pennsylvania, working with Copeland Capital Management, LLC. Coby has previously held positions at Janney Montgomery Scott, LLC, Sei Investments, Under Armour, The College Of Saint Rose, Copeland Capital Management, LLC, Russell Tobin, Northern Lights Distributors, LLC, and Vigilant Distributors, LLC. Coby has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Illinois, Massachusetts, and Pennsylvania. Currently, Coby is part of Copeland Capital Management, LLC, which operates out of Conshohocken, Pennsylvania. The firm has 29 employees and manages assets totaling $4.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Copeland Capital Management, LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Copeland Capital Management, LLC Brokerage Details
$4,773,765,020
29
2,590
$1,843,153
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Coby Schwartz Work History
Vigilant Distributors, LLC
Copeland Capital Management, LLC
Northern Lights Distributors, LLC
Janney Montgomery Scott, LLC
Sei Investments
Under Armour
Russell Tobin
The College Of Saint Rose
Disclosures
Please visit the SEC profile of Coby Schwartz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Copeland Capital Management, LLC
Conshohocken, PA
Conshohocken, PA
Wellesley Hills, MA
Conshohocken, PA
Conshohocken, PA
Manhattan Beach, CA
Conshohocken, PA
North Aurora, IL
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