![Karen Sue Kirk](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Karen Sue Kirk
Trading-Equity at Copeland Capital Management LLC
Profile
Ms. Karen S.
Kirk is a Director of Operations at Copeland Capital Management LLC.
She is responsible for overseeing the portfolio management system and account database as well as equity trading.
She joined in August 2009.
Ms. Kirk was previously employed as an Assistant Trader & Operations Assistant by Meridian Investment Co., a Manager-Account Administration by AMG Funds LLC, a Manager of Account Administration at Managers Investment Group, an Assistant Director of Operations by Rorer Asset Management LLC, and a Director of Operations Radnor Capital Management, Inc.
She received her undergraduate degree from Immaculata University.
Karen Sue Kirk active positions
Companies | Position | Start |
---|---|---|
Copeland Capital Management LLC
![]() Copeland Capital Management LLC Investment ManagersFinance Copeland Capital Management LLC (Copeland) is an independent registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Eric Brown in 2005. Copeland provides investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, state and municipal government entities, corporations and business entities, and pooled investment vehicles. | Trading-Equity | 2009-07-31 |
Former positions of Karen Sue Kirk
Companies | Position | End |
---|---|---|
Meridian Investment Co. | Corporate Officer/Principal | 1996-12-31 |
AMG Funds LLC
![]() AMG Funds LLC Investment ManagersFinance AMG Funds LLC (AMGF) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1999 as Managers Investment Group LLC. They are a wholly-owned subsidiary of TMF Corp., ultimately owned by Affiliated Managers Group, Inc. (NYSE: AM). AMGF serves as the Investment Manager, Sponsor and Administrator of the AMG Funds family of mutual funds and the Sponsor and Administrator to the AMG Pantheon Funds, which are offered to qualified investors. The firm also provides investment management services, generally on a discretionary basis, to separately managed accounts, primarily under wrap fee programs sponsored by broker-dealers or other firms. | Corporate Officer/Principal | - |
Radnor Capital Management, Inc.
![]() Radnor Capital Management, Inc. Investment ManagersFinance Part of Bank of America Corp., Radnor Capital Management, Inc. provides investment management services. The company is based in Wayne, PA. | Corporate Officer/Principal | - |
Rorer Asset Management LLC
![]() Rorer Asset Management LLC Investment ManagersFinance Founded by Edward C. Rorer in 1978, Rorer Asset Management LLC is a registered investment advisor firm located in Conshohocken, Pennsylvania. Rorer's client base consists of individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions and Taft Hartley funds. The firm participates in various broker sponsored managed account programs. On January 6, 1999 Rorer became an affiliate of Affiliated Managers Group, Inc., an asset management holding company whose stock is listed on the New York Stock Exchange under the symbol AMG. | Corporate Officer/Principal | - |
Training of Karen Sue Kirk
Immaculata University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Radnor Capital Management, Inc.
![]() Radnor Capital Management, Inc. Investment ManagersFinance Part of Bank of America Corp., Radnor Capital Management, Inc. provides investment management services. The company is based in Wayne, PA. | Finance |
Rorer Asset Management LLC
![]() Rorer Asset Management LLC Investment ManagersFinance Founded by Edward C. Rorer in 1978, Rorer Asset Management LLC is a registered investment advisor firm located in Conshohocken, Pennsylvania. Rorer's client base consists of individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions and Taft Hartley funds. The firm participates in various broker sponsored managed account programs. On January 6, 1999 Rorer became an affiliate of Affiliated Managers Group, Inc., an asset management holding company whose stock is listed on the New York Stock Exchange under the symbol AMG. | Finance |
Meridian Investment Co. | Finance |
AMG Funds LLC
![]() AMG Funds LLC Investment ManagersFinance AMG Funds LLC (AMGF) is a registered investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1999 as Managers Investment Group LLC. They are a wholly-owned subsidiary of TMF Corp., ultimately owned by Affiliated Managers Group, Inc. (NYSE: AM). AMGF serves as the Investment Manager, Sponsor and Administrator of the AMG Funds family of mutual funds and the Sponsor and Administrator to the AMG Pantheon Funds, which are offered to qualified investors. The firm also provides investment management services, generally on a discretionary basis, to separately managed accounts, primarily under wrap fee programs sponsored by broker-dealers or other firms. | Finance |
Copeland Capital Management LLC
![]() Copeland Capital Management LLC Investment ManagersFinance Copeland Capital Management LLC (Copeland) is an independent registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Eric Brown in 2005. Copeland provides investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, state and municipal government entities, corporations and business entities, and pooled investment vehicles. | Finance |
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