Jeffrey Walkenhorst

Jeffrey Walkenhorst, CFA, is a seasoned business investor and analyst with over ten years of professional experience in the investment industry.

Having actively tracked and invested in various companies spanning different sectors, Jeffrey has built a robust skill set by interacting with numerous management teams and creating intricate financial models.

His expertise extends to providing timely investment recommendations to institutions, hedge funds, family offices, and high net worth individuals based on his in-depth research and analysis.

Jeffrey has a diverse background in strategic planning and analysis, having worked with wireless carriers, equipment vendors, start-ups, private equity investors, and in roles related to mergers/acquisitions, corporate development, and investment banking.

His key specialties include qualitative and quantitative investment research, active investment and portfolio management, corporate finance, mergers and acquisitions, business strategy and development, with a focus on technology, telecom, and real estate sectors.

Jeffrey Walkenhorst pursued his Bachelor of Arts degree at Stanford University and currently holds the prestigious Chartered Financial Analyst (CFA) designation.

He currently serves as the Principal, Portfolio Manager & Analyst at Copeland Capital Management LLC, where he continues to leverage his expertise and experience to drive successful investment outcomes.