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Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC. 
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

Lara Coviello, CFA

Senior Wealth Investment Advisor and Team Leader

Lara is responsible for managing a team of investment specialists in the Family Wealth Group. She works with high-net-worth clients to develop customized investment portfolios based on their unique parameters for risk, return, liquidity, and other factors. Lara continually monitors and, when appropriate, rebalances her clients’ portfolios in keeping with their asset allocation strategies and to take advantage of new investment opportunities suitable to their needs.

Prior to joining Wilmington Trust in 2023, Lara worked at Brinker Capital as a senior portfolio manager where she was responsible for the portfolio management, strategy planning, and communication of multi-asset class portfolios for high-net worth clients and institutions. Previously, Lara served as executive director, senior portfolio specialist for FS Investments where she functioned as a subject matter expert to educate advisors and investors on investment offerings. She was the lead specialist on the multisector bond fund, including investments in corporate credit, emerging markets, structured products, and distressed credit. Before joining FS Investments, she served as managing partner at Auctus Wealth Management Inc.

Lara holds a master’s degree in statistics from Columbia University and a bachelor’s degree from Pennsylvania State University. She also completed the Private Equity and Venture Capital Executive Education course at Harvard Business School. She also holds the Chartered Financial Analyst® (CFA) designation.

Lara is a member of the CFA Institute and co-lead of the CFA Philadelphia Inve$t in Her Future program. Lara serves as a board member of the CFA Philadelphia Chapter and treasurer for the Pennsylvania Blockchain Coalition.

By the Author

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