Robert Coppola joins Envestnet as chief technology officer

Robert Coppola joins Envestnet as chief technology officer
The former Cision CIO wil succeeds company veteran Scott Grinis, who will retire in 2021
NOV 12, 2020

Robert Coppola, formerly chief information officer of Cision, has joined Envestnet as its chief technology officer.

He will succeed Scott Grinis, who has served as Envestnet's CTO for the past 20 years and will retire in 2021.

Before joining Cision, a provider of tech-driven solutions for business communicators, Coppola was chief information officer and chief technology officer for S&P Capital IQ and S&P Dow Jones Indices at S&P Global, formerly McGraw-Hill Financial.

Latest News

Equity comp not enough to secure workers' retirement, Carta data show
Equity comp not enough to secure workers' retirement, Carta data show

Nearly half of private firms forgo 401(k) plans even as new data ties them to higher stock option uptake among employees.

AI governance, not budget, sets RIA leaders apart: Cerulli
AI governance, not budget, sets RIA leaders apart: Cerulli

New research finds just 12% of wealth management firms have reached AI leader status, and it isn't spending that separates them

SEC charges wannabe N.J. broker in affinity fraud case targeting Christians from Ghana
SEC charges wannabe N.J. broker in affinity fraud case targeting Christians from Ghana

Affinity fraud refers to investment scams that prey upon members of identifiable groups, such as religious or ethnic communities.

Conquest opens AI planning engine to independent advisors
Conquest opens AI planning engine to independent advisors

Self-serve access to Strategic Advice Manager promises onboarding in days, as RIAs weigh how deep to take AI adoption.

Carson Group closes 50 integrated offices with Ohio acquisition
Carson Group closes 50 integrated offices with Ohio acquisition

Elios Financial Group joins Carson Wealth as the Omaha RIA adds to a record year of industry dealmaking.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income