Following retirement from the corporate world, I'm a math, science, and test-prep tutor to high school and college students with Main Line Test Prep and Tutoring in Philadelphia.Formerly, I spent twenty-five years in the investments industry. I'm the retired former head of investor relations at Lincoln Financial Group where I led communications and relationship management with investors and Wall Street analysts. I developed and delivered effective messaging about the company's strategy, financial results, and outlook, and addressed inquiries and feedback from the investment community. I worked with senior executives, internal stakeholders, and external partners to analyze market trends, competitor performance, valuation metrics and balance sheet indicators to identify opportunities and risks for the company's capital position, profitability and growth.Prior to that, I spent twenty-two years performing buy-side fundamental equity research and portfolio management with a focus on insurance and other financial services industries. I generated excellent investment returns and Sharpe ratios and developed expertise in competitive analysis, financial modeling and valuation, balance sheet analysis, and stock selection.
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Lead Genai Tutor In FinanceTundraBryn Mawr, Pa, Us -
Academic TutorMain Line Test Prep And Tutoring Sep 2024 - PresentPhiladelphia, PaTutor high school and college students in math, science and standardized test prep (SAT, ACT, SSAT, PSAT, GRE, GMAT, LSAT) -
Vp, Strategic Spend InsightLincoln Financial Group Aug 2023 - Feb 2024Radnor, Pennsylvania, United StatesLed the analytic effort behind Lincoln’s cost savings program. Compared peer expense ratios and G&A, revenue, and asset growth trends to Lincoln’s. Identified savings opportunities within each business unit. -
Vp, Head Of IrLincoln Financial Group Nov 2020 - Aug 2023Radnor, Pennsylvania, United StatesLed all aspects of the investor relations function through replacement of the executive team (CEO, CFO, all business unit heads, most functional area heads), a shift in corporate strategy, an accounting restatement, two major divestitures, multiple legal settlements, and the FASB’s overhaul of GAAP accounting for life insurers. -
Senior Equity Research Analyst - InsuranceColumbia Threadneedle Investments, Us Aug 2012 - Nov 2020New York, NyRecruited to return to Columbia after six years as a portfolio manager elsewhere to cover insurers, lead the financial services research team, and manage the financial services sleeve within the equity research portfolio. -
Portfolio Manager, Principal Strategies Group - Insurance And Financial ServicesKbw Apr 2010 - Aug 2012New York, New York, United StatesCo-managed a $150M long/short financial services portfolio with a team of three other investment professionals. Managed a $50M long/short insurance portfolio.
Al Copersino Education Details
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Finance -
Doctor Of Law - Jd -
Chemistry -
Diploma
Frequently Asked Questions about Al Copersino
What company does Al Copersino work for?
Al Copersino works for Tundra
What is Al Copersino's role at the current company?
Al Copersino's current role is Lead GenAI Tutor in Finance.
What schools did Al Copersino attend?
Al Copersino attended The Wharton School, University Of Pennsylvania Law School, University Of Virginia, Staples High School.
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