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Bio

Katharine Coppola is the Director of Investments and Senior Tax Manager

Katharine has over 10 years of investment experience and over 5 years experience preparing tax returns at Coppola Accounting & Financial. She spent over five years as Senior Territory Manager at Jefferson National where she worked to help increase tax efficiency among client investment portfolios.  She also served as Branch Analyst at UBS Financial Services, where she worked with advisors to increase fee-based assets through financial planning, asset allocation analysis and mutual fund research. She holds her Series 65 license. Ms. Coppola received her B.S. in Business Management, with a minor in Political Science, from Southern Connecticut State University, where she also earned the University Leadership Award from the Office of the President and the Service Award from the Management and Information Systems Department. She also has served as a mentor and volunteer for InvestWrite, an innovative writing program sponsored by the SIFMA Foundation for Investor Education, to help promote financial literacy for youth.