Profile
Mr. Timothy J.
Copeland, CFA MBA, is a Director at Highland Associates, Inc. He joined Highland Associates in May 2011 and serves as one of the analysts in our dedicated research group.
He specializes in alternative research.
Prior to joining Highland Associates, Mr. Copeland worked with Yvonne Messer and Associates conducting equity, fixed income, and investment manager research, and he was also responsible for asset/liability and portfolio analytics.
Mr. Copeland earned his Bachelor of Business and Master of Business Administration, with a concentration in Financial Risk, from the University of Alabama.
He is a Chartered Alternative Investment Analyst charterholder and a CFA charterholder.
Jason Copeland active positions
| Companies | Position | Start |
|---|---|---|
Highland Associates, Inc.
 Highland Associates, Inc. Investment ManagersFinance Highland Associates, Inc. is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Charles Perry, William Mills and William Terry in 1987 specifically to assist not-for-profit healthcare institutions in the development, implementation, and maintenance of treasury and investment management programs. In 2019, they became a subsidiary of Regions Bank, which is a wholly-owned subsidiary of Regions Financial Corp. (NYSE: RF). Highland Associates provides investment advice to institutional investors such as endowments/foundations, pensions, non-profit operating entities, as well as high net-worth individuals. | Analyst-Equity | 2011-04-30 |
Training of Jason Copeland
| The University of Alabama | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 1 |
|---|---|
Highland Associates, Inc.
Highland Associates, Inc. Investment ManagersFinance Highland Associates, Inc. is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Charles Perry, William Mills and William Terry in 1987 specifically to assist not-for-profit healthcare institutions in the development, implementation, and maintenance of treasury and investment management programs. In 2019, they became a subsidiary of Regions Bank, which is a wholly-owned subsidiary of Regions Financial Corp. (NYSE: RF). Highland Associates provides investment advice to institutional investors such as endowments/foundations, pensions, non-profit operating entities, as well as high net-worth individuals. | Finance |
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