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 @
- 2013 -2022 Portfolio Manager, Hare Strategy @
- 2013 -2016 Editor, Morningstar StockInvestor @
- 2009 -2013 Senior Equity Analyst @
- 2007 -2009 Equity Analyst @
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
- Equities
- Valuation
- Microsoft Office
- Management
- Journalism
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.
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