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Member, General Counsel/chief Compliance Officer · Copeland Capital Management, LLC

Sofia Rosala

CRD 3184911 · Named on Form ADV at one SEC-registered adviser

At a glance

Copeland Capital Management, LLC, an SEC-registered asset manager based in Conshohocken, PA with $4.1 billion in regulatory assets, lists Sofia Rosala on its Form ADV as Member, General Counsel/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Sofia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Eric C. BrownManaging Member, CEO / Portfolio Manager, Copeland Capital Management, LLC
  • Edward C. RorerManaging Member, Chairman / Portfolio Manager, Copeland Capital Management, LLC
  • Mark W. GiovannielloManaging Member, CIO / Portfolio Manager, Copeland Capital Management, LLC
  • David B. McGonigleMember, Portfolio Manager, Copeland Capital Management, LLC
  • Charles M. BarrettManaging Member, Director of Sales and Marketing, Copeland Capital Management, LLC

2 more people named with Sofia on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sofia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.