Lewis Richard Coffey
Portfolio Manager-Fixed Income chez Windsor Capital Management LLC
Profil
Lewis Richard Coffey is a professional with experience in fixed income portfolio management.
He currently works as a Fixed Income Portfolio Manager at Windsor Capital Management LLC since 2011.
Prior to this, he worked as a Fixed Income Portfolio Manager at Windsor Financial Group LLC from 2010 to 2011.
He completed his undergraduate degree from the University of Minnesota in 1972.
Postes actifs de Lewis Richard Coffey
| Sociétés | Poste | Début |
|---|---|---|
Windsor Capital Management LLC
 Windsor Capital Management LLC Investment ManagersFinance Windsor Capital Management LLC (WCM) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Darren Whitehurst in 2000 and is owned by Whitehurst Financial Services, Inc. WCM manages portfolios for families, high net-worth individuals and institutional clients. | Portfolio Manager-Fixed Income | 01/01/2011 |
Anciens postes connus de Lewis Richard Coffey
| Sociétés | Poste | Fin |
|---|---|---|
Windsor Financial Group LLC
 Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Portfolio Manager-Fixed Income | 31/05/2011 |
Formation de Lewis Richard Coffey
| University of Minnesota | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Finance |
Windsor Capital Management LLC
Windsor Capital Management LLC Investment ManagersFinance Windsor Capital Management LLC (WCM) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Darren Whitehurst in 2000 and is owned by Whitehurst Financial Services, Inc. WCM manages portfolios for families, high net-worth individuals and institutional clients. | Finance |