Lara Coviello

Lara Coviello has over 18 years of experience in the investment management industry. In her current role, she is responsible for the portfolio management, strategy planning, and communication of multi-asset class portfolios for high-net-worth clients and institutions. Lara earned her undergraduate degree from Penn State University and her Master of Arts in statistics from Columbia University. She also completed the Private Equity and Venture Capital Executive Education course at Harvard Business School. Lara is a CFA® charter holder and holds the CFA Certificate in ESG investing. She is also FINRA Series 7, 63, and 65 licensed.