Navigating falling rates, rising markets and mixed signals
What to consider for your long-term investment approach
We are committed to providing high-touch personalized service and helping you create customized, insightful investment programs designed to support your institution’s goals and its mission.
Coppola Group
110 N Wacker Dr
Chicago IL 60606
(312) 696.7692
(312) 696.7692
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We are committed to providing high-touch personalized service and helping you create customized, insightful investment programs designed to support your institution’s goals and its mission.
Welcome
We help nonprofits with the prudent management of both short-term and long-term assets as well as bringing the philanthropic capabilities of Bank of America to help you achieve your mission. And we help retirement plan sponsors fulfill their fiduciary duty through a disciplined investment process and access to resources such as liability driven investing.
Recognition
Richard Coppola
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
About Us
Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Meet Our Team
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bryant Wolfson
Alternative Investments Regional Specialist
Jeff Rezza
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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