Coppola Group
110 N Wacker Dr
Chicago IL 60606
(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.

Helping institutions meet their investment needs

We put the resources and intellectual capital of Merrill to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk and help fulfill their missions.

Investment Solutions

We provide access to a broad suite of potential investment solutions for non-profit organizations, foundations, endowments and corporate retirement and pension plans. Our level of involvement is based on your preference — from traditional consulting, to client-directed implementation, to full discretionary outsourced CIO services. We work with your CFO, board  of directors and investment committee to develop a tailored investment strategy that is consistent with your culture, goals, preferences and risk profile.

Disciplined Investment Process

We follow a disciplined process that helps to address your organization’s changing needs and provides you with a potentially higher probability of achieving your long-term investment goals.

Defined benefit plans

Whether your defined benefit plan is an active part of your overall benefit offering, is closed to new participants, or fully frozen, Bank of  America's service model allows you to outsource the many administrative tasks associated with the maintenance of a pension plan to fulfill plan obligations and manage risk.

Key services include:
• Investment consulting service
• Open architecture investment management platform
• Liability driven investment implementation
• Actuarial services and discretionary investment management

Endowments, Foundations and Nonprofits

We understand the issues nonprofits, endowments and foundations address in funding their missions in an ever-changing financial climate. Drawing on the global resources of Bank of America Corporation and its affiliates, we offer insight, guidance and personalized service to help institutions develop and execute investment strategies focused on what matters most to them and the people they serve.

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.)
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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
Richard Coppola,

CFA

Senior Vice President, Wealth Management Advisor
312.696.7692
Joseph Kelly
Senior Vice President, Wealth Management Advisor
312.696.7691
Irene Catoera
Officer, Registered Wealth Management Client Associate
312.696.7693
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
Bank of America, N.A.
Jeff Rezza
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
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