Nicholas Coppola, MBA, CFA is a partner and serves as Chief Investment Officer at Power Wealth Management, where 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.
Prior to Power Wealth Management, Nick was a Senior Portfolio Manager at Mercer Advisors, and predecessor firm, Kays Financial Advisory Corporation, where he led the investment committee and was responsible for managing diverse strategies across asset classes, including equities, fixed income and options. He also has experience in sell-side equity research and was a Senior Equity Analyst at Thompson Research Group. In this role, he advised hedge fund and mutual fund investors on industrial and consumer stocks, and executed commercial due diligence projects for private equity firms.
He earned his Bachelor of Science in Finance at University of Delaware and Master of Business Administration at Wake Forest University with a concentration in Security Analysis. He is a CFA charter holder and member of the CFA Society of Atlanta.
Nick lives with his wife, Lauren, and their two children, Elizabeth, and John, in Druid Hills. Nick enjoys reading, hiking, music, and hockey, and is an active member of Emory Presbyterian Church.