Craig J. Coffey, Jd Email & Phone Number

Pittsburgh, Pennsylvania, United States

TriState Capital is a private and commercial bank serving registered investment advisors, broker dealers, family offices, and middle market businesses. TriState Capital is the preferred partner for RIAs and family offices that demand an uncommon degree of financial expertise and services. As you’ll discover, our ability to deliver flexible, innovative lending and deposit solutions has won the confidence of clients throughout the country.

Massachusetts

Founded in 2014. Formed brand, established legal framework and processes, negotiated contracts, acquired trademark, registered entities in multiple jurisdictions, and established multiple company processes for scaling. Processes include tech stack, payment processing, payroll, liability stop loss, email platform, travel portal, software reporting tools, survey systems, website development, graphics, phone system, and IT systems. Served as General Counsel, COO, HR Chief, CTO: ran day-to-day operation and maintenance of all systems listed above, and managed all legal and compliance issues, HR functions, benefits, and insurance. Participated closely in company strategic planning and financial oversight.O2X delivers human performance training and education to firefighters and other tactical athletes.

Wellesley, Ma

Estate planning related insurance planning (sourcing, designing, and closing), exclusively to clients with a minimum net worth of $50M. An M Financial Affiliate, Coyle Co. is a low volume practice, acquiring 6-8 new clients per year each with complex tax planning needs. Generated over $1M in annual gross revenue to firm. Annually recognized among the top producers in the country, and focused exclusively on advisor relationships.

Needham, Ma

Estate design for retail clients ($1-20M NW), as an agent of Guardian Life Insurance Co. of America. Generated high volume of clients (50+) annually. Was top ten rookie nationally, and remained a top producer throughout tenure.

Providence, Boston

Associate in litigation and T&E department, responsible for researching and writing trial briefs, appearing in state court to present and argue trial motions, and supporting partners in various state and federal trials and negotiations. Counseled clients on litigation and negotiation matters, sat on hiring committee, conducted on-campus interviews.

Juris Doctorate

Bs, With Honors, Engineering

Activities and Societies: Men's Crew Team, Civil Engineering Honor Society, NU Student Court - Chief Justice, Minor in Philosophy