Evan Coffey

Evan is an Investment Analyst on our Asset Management Team. He specializes in investment research and has a passion for finance and economics. Evan uses his strong work ethic and financial literacy to help manage multi-asset portfolios, mitigate risk, and help coordinate wholesaler relationships.  

In the Spring of 2024, Evan graduated as valedictorian from Ursinus College with a BA in Finance and a minor in Management Studies. Evan took part in Finance Scholars and was a CEO of the Ursinus College Investment Management Company. Evan was also inducted into Phi Beta Kappa and Omicron Delta Epsilon during his time at Ursinus. Outside of his coursework, Evan was captain of the men’s golf team and worked on a year-long honors project focusing on the stock-bond correlation and how macroeconomic variables affect the relationship between the two asset classes. 

Outside of Finance and Economics, Evan enjoys golfing, watching Formula 1 racing, going to Sixers games, and traveling with close friends and family.