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Profiel
Mr. Nicholas A.
Coppola, CFA MBA, is a Chief Investment Officer at Power Wealth Management LLC.
He is responsible for investment research, asset allocation, and security selection.
Nick is dedicated to investing on behalf of clients to help them reach their financial goals.
Mr. Coppola was previously employed as a Wealth Advisor by Mercer Global Advisors, Inc., a Senior Portfolio Manager by Kays Financial Advisory Corp., a Senior Research Analyst by Thompson Research Group LLC, and an Assistant Vice President by Thomson TradeWeb LLC.
He received his undergraduate degree from the University of Delaware and an MBA from Wake Forest University.
Actieve functies van Nick Coppola
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Eerdere bekende functies van Nick Coppola
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Mercer Global Advisors, Inc.
![]() Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Portefeuillebeheerder-Aandelen | 01-11-2022 |
Kays Financial Advisory Corp.
![]() Kays Financial Advisory Corp. Investment ManagersFinance Kays Financial Advisory Corp. (KFAC) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1985 by Scott Kays and they are a subsidiary of Mercer Global Advisors Inc., which id owned by Mercer Advisors, Inc. KFAC provides portfolio management service to individuals, pension and profit-sharing plans, trusts, and estates. | Analyst-Equity | 17-12-2020 |
Thompson Research Group LLC
![]() Thompson Research Group LLC Investment ManagersFinance Founded by Kathryn I. Thompson in 2009, Thompson Research Group LLC (TRG) is an equity research firm located in Nashville, Tennessee. The firm offers original, fundamental research and analysis in the industrial and construction materials sectors. Specific industries in their coverage universe include, but aren't limited to building materials, building products, construction equipment, engineering & construction, household goods & services, industrial distribution, diversified industrials and recreation vehicles. TRG provides services to institutional investor and private equity clients. The firm does not provide equity trading or investment banking services. | Analyst-Equity | 01-01-2018 |
Refinitiv US TradeWeb LLC
![]() Refinitiv US TradeWeb LLC Information Technology ServicesTechnology Services Refinitiv US TradeWeb LLC engages in the provision of an online tracking network for fixed-income securities. It also offers derivatives, commercial papers, and other fixed-income in Europe and the US. The company was founded in 1998 and is headquartered in Jersey City, NJ. | Corporate Officer/Principal | - |
Opleiding van Nick Coppola
Wake Forest University | Masters Business Admin |
University of Delaware | Undergraduate Degree |
Ervaring
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Refinitiv US TradeWeb LLC
![]() Refinitiv US TradeWeb LLC Information Technology ServicesTechnology Services Refinitiv US TradeWeb LLC engages in the provision of an online tracking network for fixed-income securities. It also offers derivatives, commercial papers, and other fixed-income in Europe and the US. The company was founded in 1998 and is headquartered in Jersey City, NJ. | Technology Services |
Mercer Global Advisors, Inc.
![]() Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. | Finance |
Thompson Research Group LLC
![]() Thompson Research Group LLC Investment ManagersFinance Founded by Kathryn I. Thompson in 2009, Thompson Research Group LLC (TRG) is an equity research firm located in Nashville, Tennessee. The firm offers original, fundamental research and analysis in the industrial and construction materials sectors. Specific industries in their coverage universe include, but aren't limited to building materials, building products, construction equipment, engineering & construction, household goods & services, industrial distribution, diversified industrials and recreation vehicles. TRG provides services to institutional investor and private equity clients. The firm does not provide equity trading or investment banking services. | Finance |
Kays Financial Advisory Corp.
![]() Kays Financial Advisory Corp. Investment ManagersFinance Kays Financial Advisory Corp. (KFAC) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1985 by Scott Kays and they are a subsidiary of Mercer Global Advisors Inc., which id owned by Mercer Advisors, Inc. KFAC provides portfolio management service to individuals, pension and profit-sharing plans, trusts, and estates. | Finance |