Cody Coppotelli serves as investment officer for Lumina Foundation. In this capacity, he helps to invest and monitor the Foundation’s $1 billion endowment portfolio across a variety of investment strategies and asset classes.
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 Young Professionals Advisory 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.