Specialties: Investment Management, Financial Planning, Tax Planning, Estate Planning
Tony Coppola is a highly experienced financial advisor with 23.7 years of work experience. He specializes in investment management, financial planning, tax planning, and estate planning. Tony has worked at Schoolcraft Capital in Colorado as a Senior Financial Advisor, Milestone Group in Sydney as a Senior Financial Advisor, and Deloitte in Peterborough as a Senior Tax Analyst. He has a strong background in the financial services industry and has worked with a wide range of clients, including corporations, government agencies, and non-profit organizations. Tony's expertise and extensive work history make him a valuable asset in the field of finance.
Sydney,New South Wales,Australia
Milestone Group, a subsidiary of BNY Mellon, is an institutional fintech firm serving the global investment industry and is recognized as the architect of a new class of digital enterprise and industry level solutions based on its pControl™ investment platform. pControl™ unifies multiple processes and functions around a single product record creating new possibilities and integrates seamlessly with existing technologies, servicing today’s increasingly complex inter-funded product structures. Institutional asset owners, fund managers and fund administrators utilise pControl’s purpose-built solutions to support over $20 Trillion in assets for mission critical business functions and related data services spanning fund processing, fund accounting, asset allocation, oversight and Backup NAVs and NAV automation. Clients trust Milestone Group to consistently deliver a unique mix of innovative and dynamic solutions backed by deep industry know-how. For Milestone Group and its people, this is a journey that continuously ‘raises the bar’ enabling clients to realise their investment and product strategies. For more information, visit: www.milestonegroup.com
Deloitte drives progress. Our firms around the world help clients become leaders wherever they choose to compete. Deloitte invests in outstanding people of diverse talents and backgrounds and empowers them to achieve more than they could elsewhere. Our work combines advice with action and integrity. We believe that when our clients and society are stronger, so are we. Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited (“DTTL”), its global network of member firms, and their related entities. DTTL (also referred to as “Deloitte Global”) and each of its member firms are legally separate and independent entities. DTTL does not provide services to clients. Please see www.deloitte.com/about to learn more. The content on this page contains general information only, and none of Deloitte Touche Tohmatsu Limited, its member firms, or their related entities (collectively the “Deloitte Network”) is, by means of this publication, rendering professional advice or services. Before making any decision or taking any action that may affect your finances or your business, you should consult a qualified professional adviser. No entity in the Deloitte Network shall be responsible for any loss whatsoever sustained by any person who relies on content from this page.
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Tony Coppola works for Schoolcraft Capital
Tony Coppola's role in Schoolcraft Capital is Senior Financial Advisor
Tony Coppola's latest job experience is Senior Financial Advisor at Schoolcraft Capital
Tony Coppola's latest education in Creighton University School of Law