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Profile
Mr. Matthew J.
Coe is Vice President at City Securities Corp.
He joined City Securities in 2009.
Mr. Coe was previously employed as a Principal by Fifth Third Securities, Inc., a Principal by Chase Investment Counsel Corp., a Principal by BOSC, Inc., a Principal by Cornerstone Advisors, Inc., and a Principal by Claymore Securities, Inc.
Mr. Coe graduated from Taylor University with a Bachelor of Arts in Communication Studies.
Former positions of Matthew J. Coe
| Companies | Position | End |
|---|---|---|
Fifth Third Securities, Inc.
 Fifth Third Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2009-11-29 |
Chase Investment Counsel Corp.
 Chase Investment Counsel Corp. Investment ManagersFinance Chase is an active, growth-at-a-reasonable-price (GARP) manager that follows a two-pronged approach to selecting investments. The firm uses a bottom-up approach to choose the stocks in their portfolios. Individual portfolios are constructed and maintained based on client’s situation and objectives. Typically, their portfolio is invested in 30-45 stocks (large-cap) or 35-55 stocks (mid-cap/all-cap). As a result, each holding has a significant weight in a client’s portfolio and only the best candidates are considered for purchase. | Analyst-Equity | 2008-03-29 |
BOK Financial Securities, Inc.
 BOK Financial Securities, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | 2005-06-29 |
Cornerstone Advisors, Inc
 Cornerstone Advisors, Inc Investment ManagersFinance Cornerstone Advisors is a growth manager that focuses on investments in the stocks of US large-cap companies. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, energy minerals, technology services and electronic technology sectors. They maintain a medium turnover rate | Corporate Officer/Principal | 2004-04-29 |
Claymore Securities, Inc.
 Claymore Securities, Inc. Investment ManagersFinance Claymore Securities manages investments in ETFs, UITs and closed-end funds. The firm manages investments in ETFs that seek to capitalize on the investment potential of both strategic allocation strategies and broad market exposure for the core of a portfolio. Claymore's ETFs track what the firm believes to be best-in-class index providers. Their ETFs represent both domestic and global portfolios that include a variety of style allocations ranging from large-cap, mid-cap and small-cap equity to broad market, aggregate and short-term bonds, among others. Claymore's ETFs can be purchased through most brokerage accounts and can be bought and sold throughout the day on the AMEX or NYSE Arca. The firm offers over 40 unit investment trusts (UITs) across a variety of asset classes including: (1) domestic equity (2) global equity (3) taxable fixed-income (3) municipal fixed-income (4) theme-based (5) sector-based and (6) multi-asset. Claymore's UITs are each created based on a stated investment objective. The trust sponsor selects the securities for and determines the mandatory life of the trust. Claymore also offers a variety of strategies available through closed-end fund structures. The firm's closed-end funds are listed on the NYSE and encompass a variety of investment strategies for income-oriented investors. These strategies include covered calls, convertible securities, municipal bonds, preferred stocks and equity income portfolios, among others. Though not limited by sector, Claymore tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals, manufacturing and industrial sectors. The firm invests globally, across all market-caps. Claymore maintains a low turnover rate. | Corporate Officer/Principal | 2003-08-29 |
Training of Matthew J. Coe
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
7
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Chase Investment Counsel Corp.
Chase Investment Counsel Corp. Investment ManagersFinance Chase is an active, growth-at-a-reasonable-price (GARP) manager that follows a two-pronged approach to selecting investments. The firm uses a bottom-up approach to choose the stocks in their portfolios. Individual portfolios are constructed and maintained based on client’s situation and objectives. Typically, their portfolio is invested in 30-45 stocks (large-cap) or 35-55 stocks (mid-cap/all-cap). As a result, each holding has a significant weight in a client’s portfolio and only the best candidates are considered for purchase. | Finance |
Cornerstone Advisors, Inc
Cornerstone Advisors, Inc Investment ManagersFinance Cornerstone Advisors is a growth manager that focuses on investments in the stocks of US large-cap companies. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, energy minerals, technology services and electronic technology sectors. They maintain a medium turnover rate | Finance |
BOK Financial Securities, Inc.
BOK Financial Securities, Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Claymore Securities, Inc.
Claymore Securities, Inc. Investment ManagersFinance Claymore Securities manages investments in ETFs, UITs and closed-end funds. The firm manages investments in ETFs that seek to capitalize on the investment potential of both strategic allocation strategies and broad market exposure for the core of a portfolio. Claymore's ETFs track what the firm believes to be best-in-class index providers. Their ETFs represent both domestic and global portfolios that include a variety of style allocations ranging from large-cap, mid-cap and small-cap equity to broad market, aggregate and short-term bonds, among others. Claymore's ETFs can be purchased through most brokerage accounts and can be bought and sold throughout the day on the AMEX or NYSE Arca. The firm offers over 40 unit investment trusts (UITs) across a variety of asset classes including: (1) domestic equity (2) global equity (3) taxable fixed-income (3) municipal fixed-income (4) theme-based (5) sector-based and (6) multi-asset. Claymore's UITs are each created based on a stated investment objective. The trust sponsor selects the securities for and determines the mandatory life of the trust. Claymore also offers a variety of strategies available through closed-end fund structures. The firm's closed-end funds are listed on the NYSE and encompass a variety of investment strategies for income-oriented investors. These strategies include covered calls, convertible securities, municipal bonds, preferred stocks and equity income portfolios, among others. Though not limited by sector, Claymore tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals, manufacturing and industrial sectors. The firm invests globally, across all market-caps. Claymore maintains a low turnover rate. | Finance |
Fifth Third Securities, Inc.
Fifth Third Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
City Securities Corp.
 City Securities Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Taylor University
 Taylor University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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