DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Copeland Capital Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jonathon Steven Forcheskie | Copeland Capital Management, LLC mixed wealth | Capital Client Group, Inc. no RAUM | Other | Dec 31, 2025 | Jan 15, 2026 |
| Benjamin Anthony Menconi | Copeland Capital Management, LLC mixed wealth | Northern Trust Investments, Incorporated asset manager | Other | Aug 23, 2018 | Sep 14, 2018 |
| Tyler Layton Childs | Copeland Capital Management, LLC other | UBS Financial Services Inc. wirehouse | Other | Oct 2, 2017 | Oct 13, 2017 |
| Robert Douglas Leininger | Copeland Capital Management, LLC other | Gamco Asset Management Inc. other | Other | Sep 24, 2010 | Oct 6, 2010 |
| Seth Paul Hieken | Copeland Capital Management, LLC other | The Colony Group, LLC unclassified | Other | Oct 24, 2006 | Nov 14, 2006 |
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5 moves match.