Wealth & advisory platforms
Market perspective on advisor technology, operating models, managed accounts, model delivery, platform selection and the evolving RIA ecosystem.
Financial services, clearly understood
Experience that turns
complexity into clarity.
Independent, practitioner-led insight for firms making consequential decisions across wealth management, ETFs, advisory technology, growth and institutional investing.
18+Years in financial services
$585MAUM transition experience
$60M+Seminar-led new business
CRPC®Retirement planning expertise
How I help
Market knowledge.
Operator perspective.
I bring the point of view of someone who has worked across the financial-services value chain—not simply studied it.
ETFs & distribution
Practical insight into product positioning, platform prioritization, national accounts, advisor adoption and distribution economics.
Institutional & retirement
Experienced perspective on retirement platforms, investment selection, portfolio construction, fiduciary governance and institutional decision-making.
Growth, operations & AI
Hands-on guidance for business development, client-service design, compliant workflow automation, CRM execution and scalable operating processes.
About Christopher
A career built across the financial-services ecosystem.
Christopher Coppolo, CRPC®, brings more than 18 years of experience spanning asset management, ETF distribution, wealth management, financial planning and advisory operations.
Today, Christopher serves as a Senior Client Service Manager and Investment Advisor Representative with Prime Capital Financial. His career also includes leadership and advisory roles with Retirement Income Source, Tumolo Wealth, Merrill Lynch, WisdomTree and Nasdaq's original ETF-focused team.
As founder of Copes Capital, LLC, he has advised asset managers, mutual-fund organizations and financial-services startups on product launches, strategic partnerships, growth initiatives and transactions. That range gives clients a connected view of how products are built, positioned, selected and ultimately used.
Prime CapitalMerrill LynchNasdaq OMXWisdomTree
EducationBoston UniversityCommunication · Economics
CredentialsCRPC® · Series 7 & 66Life · Accident & Health
PerspectiveAdvisor to exchangeStrategy · Platforms · Distribution
Selected experience
Recent leadership.
Deep industry roots.
Christopher's experience connects client-facing advisory work with product, platform, distribution and operating-model perspective.
2025 — Present
Prime Capital Financial
Senior Client Service Manager · Investment Advisor Representative · CRPC®
Leads client-service initiatives, investment research and financial-planning delivery. Helped transition two books totaling $585M in AUM and delivers seminars credited with more than $60M in new business over the past 12 months.
2024 — 2025
Retirement Income Source / Scranton Financial Group
Senior Client Service Advisor · Investment Advisor Representative · CRPC®
Served more than 500 existing clients, identified approximately $1.5M in monthly opportunities and closed roughly $800K in new business per month across income-focused portfolios and retirement solutions.
2023 — 2024
Tumolo Wealth
Investment Advisor Representative · CRPC®
Built a comprehensive growth strategy targeting $15M in new client assets while supporting investment proposals, tax and estate-planning conversations, seminars and referral partnerships.
2019 — 2023
Merrill Lynch
Assistant Vice President · Financial Advisor
Built and managed a $35M book of business, guiding clients from discovery through recommendations and implementation while delivering high-touch service at scale.
2007 — 2019
Foundation across finance, education and entrepreneurship
Copes Capital · Nasdaq OMX · WisdomTree · Merrill Lynch · Groton Public Schools
ETF consulting and distribution, index and exchange strategy, wealth management, mathematics instruction and championship-level wrestling coaching shaped a distinctive mix of analytical rigor, communication and execution.
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