Matthew Coffina Email & Phone Number

Senior Portfolio Manager @ Trajan Wealth LLC

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Matthew Coffina Location

New York, NY, US

Matthew Coffina Work

2022 - now Senior Portfolio Manager @ Trajan Wealth LLC
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2013 - 2022 Portfolio Manager, Hare Strategy @ Morningstar
2013 - 2016 Editor, Morningstar StockInvestor @ Morningstar

2009 - 2013 Senior Equity Analyst @ Morningstar
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2007 - 2009 Equity Analyst @ Morningstar
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Matthew Coffina Education

Oberlin College
BA
Stuyvesant H.S.

Matthew Coffina Skills

Portfolio Management
Financial Analysis
Investments

Financial Modeling
Equity Research
Asset Allocation
DCF
Economics
Equity Valuation
Trading

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Matthew Coffina Summary

Matthew Coffina, based in New York, NY, US, is currently a Senior Portfolio Manager at Trajan Wealth LLC. Matthew Coffina brings experience from previous roles at Morningstar Investment Management LLC, Morningstar, Inc. and Morningstar. Matthew Coffina holds a BA @ Oberlin College. With a robust skill set that includes Portfolio Management, Financial Analysis, Investments, Financial Modeling, Equity Research and more. Matthew Coffina has 1 emails and 2 mobile phone numbers on RocketReach.

Matthew Coffina Emails

Found 1 emails

@gmail.com

Matthew Coffina Phone Numbers

Found 2 phone numbers

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Others Named Matthew Coffina

Matthew Coffina

Senior Portfolio Manager at Trajan Wealth LLC

New York, NY, US
1
- gmail.com
2
- +1 312-296-XXXX
- +1 347-463-XXXX

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Chief Executive Officer at Trajan Wealth LLC

Scottsdale, AZ, US
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- gmail.com
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- +1 480-214-XXXX
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Amy Rhodes

Chief Marketing Officer at Trajan Wealth LLC

Phoenix, AZ, US
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Diane Woolley

Chief Administrative Officer (CAO) at Trajan Wealth LLC

Scottsdale, AZ, US
2
- mac.com
- trajanwealth.com
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John Demarco

Chief Compliance Officer at Trajan Wealth LLC

United States
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- trajanwealth.com
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- +1 917-281-XXXX
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Nettie Sanchez

Estate Planning Attorney at Trajan Wealth LLC

Scottsdale, AZ, US
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- gmail.com
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- +1 305-876-XXXX
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Matthew Coffina

Senior Portfolio Manager at Trajan Wealth LLC

New York, NY, US
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- gmail.com
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- +1 312-296-XXXX
- +1 347-463-XXXX
Sam Gabrielson

Portfolio Manager at Trajan Wealth LLC

Scottsdale, AZ, US
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- trajanwealth.com
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- +1 480-951-XXXX
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