Founding Partner – Aerospace & Defense Research
Carter Copeland serves as the President of Melius Research, where he is also the lead research analyst covering the global aerospace and defense sector. In the dozen years prior to joining Melius, he was ranked in Institutional Investor’s annual survey of top analysts in every year since taking over lead coverage responsibility, including most recently a #2 rank in 2017. Last year, Mr. Copeland was also named the #1 Aerospace and Defense analyst on Wall Street by Institutional Investor’s Alpha magazine. Mr. Copeland previously served as a Managing Director and senior analyst covering aerospace and defense for Barclays Plc and Lehman Brothers. Before beginning his career as an equity analyst, Mr. Copeland worked as a research assistant at the Federal Reserve Board of Governors in Washington D.C., where he served as an assistant to the Federal Open Market Committee (FOMC) and conducted and published academic research on various topics in corporate finance, most notably pension management.
Mr. Copeland graduated summa cum laude with honors program distinction from the University of Alabama in 2001 with a B.S. in Economics and a minor in Computer Science, ranking #1 in his graduating class. He received an MBA from Washington University in St. Louis in 2005, and was a recipient of the school’s prestigious Wood Fellowship. He is a holder of the right to use the Chartered Financial Analyst designation and previously served as a member of the Corporate Leaders program at the Council on Foreign Relations.
Mr. Copeland lives in Georgia with his family.