Doug Coppola
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Doug Coppola Email & Phone Number

Executive Director and Investment Committee Chairman at Crown Wealth Group
Location: Chapel Hill, North Carolina, United States 5 work roles 5 schools
1 work email found @crownwealthgroup.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@crownwealthgroup.com
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Current company
Crown Wealth Group
Role
Executive Director and Investment Committee Chairman
Location
Chapel Hill, North Carolina, United States
Company size
10 employees

Who is Doug Coppola? Overview

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Quick answer

Doug Coppola is listed as Executive Director and Investment Committee Chairman at Crown Wealth Group, a company with 10 employees, based in Chapel Hill, North Carolina, United States. AeroLeads shows a work email signal at crownwealthgroup.com and a matched LinkedIn profile for Doug Coppola.

Doug Coppola previously worked as Executive Director & Investment Committee Chairman at Crown Wealth Group and Managing Principal at Client First Advisors Llc. Doug Coppola holds Mba, International Marketing from New York University.

Company email context

Email format at Crown Wealth Group

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{first}@crownwealthgroup.com
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Profile bio

About Doug Coppola

As Executive Director and Investment Committee Chairman I have several responsibilities but one ultimate goal: to help clients sleep well through varied investment environments as I have done for over four decades. I founded Client First Advisors, LLC in 2011 and subsequently merged with Crown Wealth Group in 2019. As the Chairman of the Investment Committee I engage in economic and market research and collaborate with the CIO on investment decisions for all Crown Wealth Group clients. We custodian client assets with TD Ameritrade.We handle IRA rollovers , 401 K's , corporate and taxable accounts ,trusts , and pension funds.We are a fee based service which perfectly aligns our sucess to your success.

Listed skills include Portfolio Management, Investment Advisory, Investment Solutions, Wealth Management, and 19 others.

Current workplace

Doug Coppola's current company

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Crown Wealth Group
Crown Wealth Group
Executive Director and Investment Committee Chairman
Chapel Hill, NC, US
Website
crownwealthgroup.com
Employees
10
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5 roles · 50 years

Doug Coppola work experience

A career timeline built from the work history available for this profile.

Executive Director And Investment Committee Chairman

Crown Wealth Group

Chapel Hill, NC, US

Executive Director & Investment Committee Chairman

Current
Crown Wealth Group

Chapel Hill, NC

As Executive Director and Investment Committee Chairman I have several responsibilities but one ultimate goal: to help clients sleep well through varied investment environments as I have done for over four decades. I founded Client First Advisors, LLC in 2011 and subsequently merged with Crown Wealth Group in 2019. As the Chairman of the Investment.

Oct 2019 - Present

Managing Principal

Client First Advisors Llc

Client First Advisors, LLC

We provide a very personal yet analytical approach for clients who desire a close relationship with well qualified Registered Investment Advisors. Our long experince in the financial industry has taught us that a fee based platform best aligns your success with our success.Client First Advisors, LLC is a Chapel Hill based Registered Investment Adviser..

Nov 2011 - Oct 2019

Professional Experience

Prior Companies

The First Boston Corporation, Morgan Stanley, Goldman Sachs

More than 40 years of experince as aninvestment advisor. I have worked with major investment institutions in New York,London and Zurich.

1976 - 2005 ~29 yrs
Team & coworkers

Colleagues at Crown Wealth Group

Other employees you can reach at crownwealthgroup.com. View company contacts for 10 employees →

VS Vanessa Scaife Vanessa Scaife Colleague at Crown Wealth GroupBristol, England, United Kingdom, United Kingdom View → SD Scott Drake Scott Drake Colleague at Crown Wealth GroupCharlotte, North Carolina, United States, United States View → ZO Zac O'Brien, Cfp® Zac O'Brien, Cfp® Colleague at Crown Wealth GroupWinston-Salem, North Carolina, United States, United States View → AO Amy Olsen Amy Olsen Colleague at Crown Wealth GroupWinston-Salem, North Carolina, United States, United States View → SC Sean Casullo, Cfp® Sean Casullo, Cfp® Colleague at Crown Wealth GroupCharlotte, North Carolina, United States, United States View → BD Bailey Death, Mba Bailey Death, Mba Colleague at Crown Wealth GroupCharlotte, North Carolina, United States, United States View →
5 education records

Doug Coppola education

Mba, International Marketing

New York University

International MBA and Exchange Program with Hautes Etudes Commerciiales ,Paris, France and The London Business School ,London,England

Education record

Essex Catholic Hs
FAQ

Frequently asked questions about Doug Coppola

Quick answers generated from the profile data available on this page.

What company does Doug Coppola work for?

Doug Coppola works for Crown Wealth Group.

What is Doug Coppola's role at Crown Wealth Group?

Doug Coppola is listed as Executive Director and Investment Committee Chairman at Crown Wealth Group.

What is Doug Coppola's email address?

AeroLeads has found 1 work email signal at @crownwealthgroup.com for Doug Coppola at Crown Wealth Group.

Where is Doug Coppola based?

Doug Coppola is based in Chapel Hill, North Carolina, United States while working with Crown Wealth Group.

What companies has Doug Coppola worked for?

Doug Coppola has worked for Crown Wealth Group, Client First Advisors Llc, Raymond James Financial Inc., and Prior Companies.

Who are Doug Coppola's colleagues at Crown Wealth Group?

Doug Coppola's colleagues at Crown Wealth Group include Vanessa Scaife, Scott Drake, Zac O'Brien, Cfp®, Amy Olsen, and Sean Casullo, Cfp®.

How can I contact Doug Coppola?

You can use AeroLeads to view verified contact signals for Doug Coppola at Crown Wealth Group, including work email, phone, and LinkedIn data when available.

What schools did Doug Coppola attend?

Doug Coppola holds Mba, International Marketing from New York University.

What skills is Doug Coppola known for?

Doug Coppola is listed with skills including Portfolio Management, Investment Advisory, Investment Solutions, Wealth Management, Retirement Planning, Hedge Funds, Mutual Funds, and Etfs.

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