Lara Coviello, CFA
Senior Wealth Investment Advisor and Team Leader
Lara is responsible for managing a team of investment specialists in the Family Wealth Group. She works with high-net-worth clients to develop customized investment portfolios based on their unique parameters for risk, return, liquidity, and other factors. Lara continually monitors and, when appropriate, rebalances her clients’ portfolios in keeping with their asset allocation strategies and to take advantage of new investment opportunities suitable to their needs.
Prior to joining Wilmington Trust in 2023, Lara worked at Brinker Capital as a senior portfolio manager where she was responsible for the portfolio management, strategy planning, and communication of multi-asset class portfolios for high-net worth clients and institutions. Previously, Lara served as executive director, senior portfolio specialist for FS Investments where she functioned as a subject matter expert to educate advisors and investors on investment offerings. She was the lead specialist on the multisector bond fund, including investments in corporate credit, emerging markets, structured products, and distressed credit. Before joining FS Investments, she served as managing partner at Auctus Wealth Management Inc.
Lara holds a master’s degree in statistics from Columbia University and a bachelor’s degree from Pennsylvania State University. She also completed the Private Equity and Venture Capital Executive Education course at Harvard Business School. She also holds the Chartered Financial Analyst® (CFA) designation.
Lara is a member of the CFA Institute and co-lead of the CFA Philadelphia Inve$t in Her Future program. Lara serves as a board member of the CFA Philadelphia Chapter and treasurer for the Pennsylvania Blockchain Coalition.