David Brian Mcgonigle
Investment adviser representative at Copeland Capital Management, LLC
27 yearsExperience
1 stateRegistered in
$4.1BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Copeland Capital Management, LLCFeb 2010 to now
- Managers Distributors, Inc.Oct 2001 to now
- Rorer Asset Management, LLCMar 1999 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (PA).
Copeland Capital Management, LLC
$4.1BAssets managed
1,983Clients
12Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4470926
- Firm CRD
- 135822