Loren Mark Coffelt
Head-Equity Investments at Empiric Advisors, Inc.
Profile
Mr. Loren M.
Coffelt is Deputy Chief Investment Officer, Head Trader & Portfolio Manager at Empiric Advisors, Inc. He is responsible for assisting in the construction, maintenance, and implementation of Empiric's quantative models as well as researching and executing trades.
He has been integral in the development and system implementation of Empiric's investing methodology.
Prior to being named Co-Portfolio Manager in December 2012, he served as a financial analyst after joining the firm in 2007.
As a financial Analyst, he was responsible for evaluating securities prior to trading.
He received his B.B.A.
in Finance & Marketing from St. Edward's University in Austin, Texas.
He is currently Series 63, 65, 7 licensed.
Loren Mark Coffelt active positions
| Companies | Position | Start |
|---|---|---|
Empiric Advisors, Inc.
 Empiric Advisors, Inc. Investment ManagersFinance Empiric Advisors, Inc. is a wealth management firm and SEC-registered investment advisor headquartered in Austin, Texas. Formerly known as First Austin Capital Management, Inc., the firm was founded by Mark Coffelt in 1987 and is a subsidiary of Long Champ LP. Empiric Advisors provides portfolio management services to individuals, high net-worth individuals, and the Empiric 2500 Mutual Fund. | Head-Equity Investments | 2018-12-31 |
Training of Loren Mark Coffelt
| St. Edward's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Empiric Advisors, Inc.
Empiric Advisors, Inc. Investment ManagersFinance Empiric Advisors, Inc. is a wealth management firm and SEC-registered investment advisor headquartered in Austin, Texas. Formerly known as First Austin Capital Management, Inc., the firm was founded by Mark Coffelt in 1987 and is a subsidiary of Long Champ LP. Empiric Advisors provides portfolio management services to individuals, high net-worth individuals, and the Empiric 2500 Mutual Fund. | Finance |
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