![Travis L. Haney](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Haney joined the Coe Capital team in April of 2007.
Prior to coming to CCM, Mr. Haney spent almost four years with the U.S.
Securities & Exchange Commission (SEC) as a Securities Compliance Examiner.
Mr. Haney received his B.B.A in Finance with a minor in Economics from Western Michigan University (2003, Summa Cum Laude).
Mr. Haney is a CFA charterholder, a member of the CFA Institute, the CFA Society of Chicago, and the Chartered Alternative Investment Analyst Association.
The Chartered Alternative Investment Analyst Association is an independent, not-for-profit global organization committed to education and professionalism in the field of alternative investments.
Former positions of Travis L. Haney
| Companies | Position | End |
|---|---|---|
Coe Capital Management LLC
 Coe Capital Management LLC Investment ManagersFinance CCM offers a boutique approach where they tailor their recommendations to each individual client using allocations of their internally constructed asset class investment strategies. Specific models for each investment strategy are designed for different risk tolerances and implemented specifically to meet each client’s needs. The firm uses fundamental, bottom-up analysis to evaluate each security on its own merits. | Portfolio Manager-Equities | 2010-02-28 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
12
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Coe Capital Management LLC
Coe Capital Management LLC Investment ManagersFinance CCM offers a boutique approach where they tailor their recommendations to each individual client using allocations of their internally constructed asset class investment strategies. Specific models for each investment strategy are designed for different risk tolerances and implemented specifically to meet each client’s needs. The firm uses fundamental, bottom-up analysis to evaluate each security on its own merits. | Finance |
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- Travis L. Haney
