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People moves news

Jim Coppola heads to CFA Institute


28 October 2014 New York
Reporter: Mark Dugdale

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Image: Shutterstock
Jim Coppola, the former head of securities finance and delta one derivatives at Daiwa Capital Markets America, has joined the CFA Institute.

The institute, which offers multiple professional business qualifications, including the chartered financial analyst designation, has hired Coppola as director of institutional partnerships for the Americas.

He leads the team that is responsible for the institute’s activities in establishing and maintaining partnerships throughout the US, Canada, Latin America and the Caribbean.

At Daiwa, Coppola was responsible for all trading, profit and loss, budgeting, collateral management, new business, and product development. His desk financed customer long investment portfolios and covered short sales with borrowed securities.

He also previously worked as an executive director at FNEX, an internet-based private securities marketplace.
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