Lisa Coppola

Lisa Coppola joined the firm in 2025, where she supports advisors and operations through client communications, calendar management, and workflow coordination. She helps keep the firm’s day-to-day operations running smoothly while ensuring clients receive friendly, attentive, and responsive service.

Lisa brings a diverse professional background that spans scientific research and entrepreneurship. She began her career in medicinal chemistry as an Associate Scientist, contributing to research on novel taxane compounds for potential chemotherapeutic use. She later founded and operated an online jewelry boutique specializing in handcrafted vintage assemblage pieces, where she developed experience in brand development, client relationships, and the many moving parts of running a small business.

Lisa holds a Master of Science in Pharmaceutical Science with a specialization in Medicinal Chemistry from Rutgers University and a Bachelor of Arts in Biology, summa cum laude, from Coker College.

Lisa resides in New Jersey with her husband of over 20 years, and their two sons. She values time with her family and cats above all else. She also enjoys gardening, photography, visiting museums, baking, antiquing, hiking, and playing pickleball.