Evan Coppola
Investment Consultant at Hudson Advisors
- Role
- Investment Consultant at Hudson Advisor Services, Inc
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Evan Coppola
Multi-Family Office Services At Hudson Advisor Services, we focus on all the…
Experience
Investment Consultant
Sep 2009 — Present
I am responsible for equity research, mainly assisting in monthly/quarterly reviews, structuring screens for stock and mutual fund selection, pulling financial data from various sources. Today, I continue to work directly with the clientele and investment committee affirming Hudson Advisor’s aim toward success.
Skills
- Public Speaking
- Risk Management
- Portfolio Management
- Marketing Communications
- Crm
- Finance
- Microsoft Excel
- Social Media Marketing
- Microsoft Office
- Management
- Investment Management
- Microsoft Word
- Marketing
- Team Building
- Investment Advisory
- Banking
- Analysis
- Powerpoint
- Financial Analysis
- Social Media
- Vba
- Research
- Investment Strategies
- Advent
- Mutual Funds
- Event Planning
- Investments
- Thomsonone
- Axys
- Equity Research
- Strategic Planning
- Retirement Planning
- Business Development
- Trsl
- Sales
- Wealth Management
- Leadership
- Strategy
- Strategic Financial Planning
- Marketing Strategy
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