Fran M. Coopersmith, J.D., MBA

Director, Senior Advisor

Fran M. Coopersmith is a Senior Advisor and Director at Shepherd Kaplan. She works primarily with Endowment, Foundation, Retirement Plan, and High-Net-Worth clients. Fran came to Shepherd Kaplan from Asset Strategy Consultants where she owned and operated the West Palm Beach office as an independent affiliate. Prior to Asset Strategy Consultants, she was a consultant with Shields Associates, and with Fund Evaluation Group based in Cincinnati. Fran was also previously with Brandywine Asset Management, responsible for research and client service in their large cap value product, and also worked for Rorer Asset Management, providing industry research and client services to high-net-worth individuals for their large cap relative value product. While at Rorer she was responsible for GIPS compliant performance calculations, reconciliation, and proxy voting. Aside from her direct investment management roles, Fran has also served in senior management for two non-profit Foundations, William Penn Foundation, in Philadelphia, and Quantum Foundation in West Palm Beach. As the Vice President for Finance and Administration at William Penn Foundation, and later as the CFO at Quantum Foundation, Fran was responsible for investments, the defined benefit and defined contribution pension plans, accounting and budgets, data processing, and human resources. She worked closely with the Board of Directors and Finance Committee. As a recognized authority on Social Investment issues, Fran has been an invited speaker on ESG and other current social and fiduciary investment topics. She has broad experience working with religious organizations and other non-profits focused on specialized mission supportive investment programs. She helped found the Delaware Valley Chapter of the Social Investment Forum while at the William Penn Foundation. In addition to her Juris Doctor, MBA, and BS in Engineering from Washington University in St. Louis, Fran has more than 27 years of Financial, Administrative, and Consulting experience, in both the for- and not-for-profit sectors.

Contact: fcoopersmith@sk-llc.com