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Profile
Albert S.
Copersino worked as a Financial Services Analyst at Citigroup Asset Management from 1998 to 2001, a Case Team Leader at The Monitor Group, Inc. from 1996 to 1998, a Portfolio Manager at Keefe, Bruyette & Woods, Inc. from 2010 to 2012, a Portfolio Manager at Bernard L.
Madoff Investment Securities LLC from 2006 to 2008, a Research Analyst at Columbia Management Advisors, Inc. from 2001 to 2006, a Senior Equity Research Analyst at Columbia Management Investment Advisers LLC from 2012 to 2020, and a Proprietary Trader at First New York Securities LLC in 2010.
He also worked as a Vice President at Lincoln National Corp.
from 2023 to 2024.
Copersino received his undergraduate degree from the University of Virginia in 1989, his MBA from The Wharton School of the University of Pennsylvania, and his graduate degree from The University of Pennsylvania Law School.
Former positions of Albert S. Copersino
| Companies | Position | End |
|---|---|---|
| LINCOLN NATIONAL CORPORATION | Investor Relations Contact | 2023-07-31 |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Analyst-Fixed Income | 2020-10-31 |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2012-09-30 |
First New York Securities LLC
 First New York Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Trading-Equity | 2010-03-30 |
Bernard L. Madoff Investment Securities LLC
 Bernard L. Madoff Investment Securities LLC Investment Banks/BrokersFinance Provides securities brokerage services | Analyst-Equity | 2008-12-14 |
Training of Albert S. Copersino
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
97
1st degree connections
11
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
Columbia Management Advisors, Inc.
 Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Finance |
Lincoln National Corp.
 Lincoln National Corp. Multi-Line InsuranceFinance Provides life insurance, group protection, annuities, retirement planning and investment services | Finance |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Bernard L. Madoff Investment Securities LLC
Bernard L. Madoff Investment Securities LLC Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
The Monitor Group, Inc.
 The Monitor Group, Inc. Financial ConglomeratesFinance Provides wealth management services | Finance |
Citigroup Asset Management
 Citigroup Asset Management Investment ManagersFinance Provides investment advice | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First New York Securities LLC
First New York Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Pennsylvania Law School
 The University of Pennsylvania Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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