About

Copperfield Advisory is a boutique communications, brand, and strategy consulting firm based in New York City.

1

We believe that a thoughtful approach to brand and reputation can be transformative for any organization, and that crafting the right institutional narrative is critical to success.

We help businesses and non-profit organizations from diverse fields including financial services, consumer goods, philanthropy, and tech articulate the core principles they need to guide them through moments of opportunity and adversity.

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The core of our client base is founder-led, owner-run organizations.

In our experience, founders and owners place particular weight on the development of brand and reputation because of their role setting an organization’s vision and guiding it to sustained success. We find founders and owners attracted to our firm’s ability both to move fast and to bring expertise from serving diverse clients and helping lead major companies.

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Clients engage us early in their development or at inflection points, seeking guidance on complex initiatives, brand and reputation development, or crisis planning.

Our advice takes many forms, including communications planning, crisis preparedness, content marketing, thought leadership development, recruiting strategy, coalition-building, and investor relations.

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We seek to distinguish ourselves through the quality of our thinking and the breadth of our experience, and by treating every project we undertake as unique.

We assemble a team of creative problem-solvers specifically for each client, combining the broad strengths and expertise of our consultants to match the challenge at-hand. Because our teams foster close, longstanding relationships with our clients, we can offer frank, sometimes hard-to-hear, but always actionable advice.

Our Values

DRAW OUT THE BEST IN CLIENTS AND EACH OTHER

We make businesses and people more successful.

PUT CLIENTS FIRST

We are their teammates, partners, and advocates.

ADVISE WITH EMPATHY AND CANDOR

We respect the immense complexity of our clients’ opportunities and challenges.

INSIST ON QUALITY AND RIGOR

We stand proudly by our work.

SEEK A BREADTH OF PERSPECTIVE

We are stronger for our personal and professional differences.

ENGAGE ON SOCIAL ISSUES

We use our expertise to make a positive difference.

Firm Governance

Jim McCann

Andy Whitehouse

Paul Stamoulis

The board of Copperfield Advisory is chaired by Jim McCann, who is also the chairman of Clarim Holdings and the founder and executive chairman of 1-800-FLOWERS.COM (NASDAQ:FLWS). Jim is an active investor in Copperfield Advisory via Clarim Holdings. Jim also serves as a director for The Scotts Miracle-Gro Company (NYSE:SMG) and International Game Technology PLC (NYSE:IGT), as well as for several non-profit organizations.

Copperfield Advisory is led day-to-day by its majority shareholder and managing partner, Andy Whitehouse. Andy is an experienced advisor to senior executives and political leaders, having served as chief communications officer for both publicly-traded and privately-held corporations, as chief marketing officer for a public company, and as a UK government policymaker. He serves as a Board member of Copperfield Advisory.

Paul Stamoulis serves alongside Andy and Jim on the Copperfield Advisory board as the firm’s non-executive corporate secretary. Paul is Senior Managing Director and Head of Clarim Holdings, responsible for the origination and execution of its investments, and the development of the Clarim family of companies. Before Clarim, Paul served as a Managing Director and the Global Head of Fixed Income Origination for Scotiabank, as well as a board member of Scotia Capital (USA) and executive committee member for Global Banking & Markets across the US, Latin America/Central America, and the Caribbean.

Yolande Daeninck and Daniel Neely also attend meetings of the Copperfield Advisory board.

The members of the Board share a strong belief in ethical behavior and in good governance. It is the Board’s responsibility to ensure that the firm adheres to the highest standards in its client work and talent management. Beyond those commitments, the Board strongly believes that the company has responsibilities to the communities that it works in, and to society more broadly.

The Copperfield Team believes that effective communication is not only an essential business practice, but a driver of better corporate behavior. By helping companies tell their story, the firm has the power to change the way that its clients think about their reputation and legacy; to embed ethical behavior, pushing for higher standards; and to promote better business. Copperfield only undertakes work that we can take pride in, and that supports sustainable business practices.