Cody Coppotelli serves as Lumina's investment director leading internal diligence efforts in documentation and approval facilitation, and investment reporting. Cody also directs the Foundation's portfolio management and leads the evaluation of investment strategies around equity.
Prior to joining the Foundation in 2011, he worked as a portfolio analyst at an investment management firm in Indianapolis, where he focused on due diligence and portfolio management for high net worth individuals and Indianapolis-area foundations and endowments.
Mr. Coppotelli holds a bachelor’s degree in business economics and public policy from Indiana University and earned his Chartered Alternative Investments Analyst (CAIA) charter in 2013. He currently serves on the board for The Children’s Bureau, an Indianapolis non-profit that serves abused and neglected children and their families throughout the state. He also serves on the investment committee for The Children’s Bureau Foundation and is a member of the organization's Young Professionals Advisory Board.