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Evan Coffey Email & Phone Number
Investment Analyst, Asset Management Team
at
Great Valley Advisor Group
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Analyst, Asset Management Team
Location
Exton, Pennsylvania, United States
Company size
Who is Evan Coffey? Overview
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Quick answer
Evan Coffey is listed as Investment Analyst, Asset Management Team at Great Valley Advisor Group, a with 26 employees, based in Exton, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Evan Coffey.
Evan Coffey previously worked as Assistant Golf Coach at Ursinus College Athletics and Asset Management Associate, Asset Management Team at Great Valley Advisor Group. Evan Coffey holds Finance, Finance & Management Studies, Valedictorian from Ursinus College.
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Great Valley Advisor Group
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Profile bio
About Evan Coffey
Evan Coffey is a Investment Analyst, Asset Management Team at Great Valley Advisor Group.
Current workplace
Evan Coffey's current company
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Great Valley Advisor Group
10 roles
Evan Coffey work experience
A career timeline built from the work history available for this profile.
Assistant Golf Coach
Asset Management Associate, Asset Management Team
As a trading and operations associate at GVA I work on the asset management team to provide advisors and clients investment solutions. I specialize in investment research and managing relationships with investment partners. My role includes the trading, quantitative/fundamental analysis, and optimization of asset allocation models to ensure GVA is providing the best possible solutions to both advisor and end-client needs.
Equity Research Analyst
Equity Research Analyst performing quantitative and fundamental analysis of GVA’s equity models.
May 2023 - Jul 2024
Groundskeeper
Chief Executive Officer
Overseeing and managing UCIMCO as it transitions to one student managed investment fund. I will work alongside Kaela Frenchman to manage our investment portfolio and rebalances, communicate with guest speakers/possible field trip opportunities, continue to develop UCIMCO’s organizational structure, and lead a workshop on top-down investment research. I will also continue to lead the Endowment fund and teach portfolio allocation.
Nov 2023 - May 2024
Chief Curriculum Officer
Dec 2022 - May 2024
Analyst
Sep 2021 - Dec 2022
Economics Tutor
Dec 2021 - May 2024
General Merchandise Employee
May 2021 - Jan 2023
Team & coworkers
Colleagues at Great Valley Advisor Group
Other employees you can reach at greatvalleyadvisors.com. View company contacts for 26 employees →
MJ
Michael J. Seibert,Ricp®,Clu®,Chfc®,Cap®,Lutcf
Colleague at Great Valley Advisor GroupAllentown, Pennsylvania, United States
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AB
Alex Benedict
Colleague at Great Valley Advisor GroupUnited States
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KQ
Kate Quinn
Colleague at Great Valley Advisor GroupUnited States
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DH
Dana Heiserman
Colleague at Great Valley Advisor GroupWayne, Pennsylvania, United States
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MI
M. Ivette M.
Colleague at Great Valley Advisor GroupBoca Raton, Florida, United States
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KF
Kaela Frenchman
Colleague at Great Valley Advisor GroupPhoenixville, Pennsylvania, United States
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KA
Kavindu Ashan
Colleague at Great Valley Advisor GroupSharjah, Sharjah Emirate, United Arab Emirates
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AM
Alexandra Mayeaux
Colleague at Great Valley Advisor GroupGalveston, Texas, United States
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RT
Ryan Todd, Cpa
Colleague at Great Valley Advisor GroupGreater Philadelphia, United States
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MD
Michelle Duff
Colleague at Great Valley Advisor GroupBrockton, Massachusetts, United States
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Michael J. Seibert,Ricp®,Clu®,Chfc®,Cap®,Lutcf
Colleague at Great Valley Advisor GroupAllentown, Pennsylvania, United States
View →
AB
Alex Benedict
Colleague at Great Valley Advisor GroupUnited States
View →
KQ
Kate Quinn
Colleague at Great Valley Advisor GroupUnited States
View →
DH
Dana Heiserman
Colleague at Great Valley Advisor GroupWayne, Pennsylvania, United States
View →
MI
M. Ivette M.
Colleague at Great Valley Advisor GroupBoca Raton, Florida, United States
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KF
Kaela Frenchman
Colleague at Great Valley Advisor GroupPhoenixville, Pennsylvania, United States
View →
KA
Kavindu Ashan
Colleague at Great Valley Advisor GroupSharjah, Sharjah Emirate, United Arab Emirates
View →
AM
Alexandra Mayeaux
Colleague at Great Valley Advisor GroupGalveston, Texas, United States
View →
RT
Ryan Todd, Cpa
Colleague at Great Valley Advisor GroupGreater Philadelphia, United States
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MD
Michelle Duff
Colleague at Great Valley Advisor GroupBrockton, Massachusetts, United States
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1 education record
Evan Coffey education
FAQ
Frequently asked questions about Evan Coffey
Quick answers generated from the profile data available on this page.
What company does Evan Coffey work for?
Evan Coffey works for Great Valley Advisor Group.
What is Evan Coffey's role at Great Valley Advisor Group?
Evan Coffey is listed as Investment Analyst, Asset Management Team at Great Valley Advisor Group.
Where is Evan Coffey based?
Evan Coffey is based in Exton, Pennsylvania, United States while working with Great Valley Advisor Group.
What companies has Evan Coffey worked for?
Evan Coffey has worked for Great Valley Advisor Group, Ursinus College Athletics, Range End Golf Club, Ucimco, and Ursinus College.
Who are Evan Coffey's colleagues at Great Valley Advisor Group?
Evan Coffey's colleagues at Great Valley Advisor Group include Michael J. Seibert,Ricp®,Clu®,Chfc®,Cap®,Lutcf, Alex Benedict, Kate Quinn, Dana Heiserman, and M. Ivette M..
How can I contact Evan Coffey?
You can use AeroLeads to view verified contact signals for Evan Coffey at Great Valley Advisor Group, including work email, phone, and LinkedIn data when available.
What schools did Evan Coffey attend?
Evan Coffey holds Finance, Finance & Management Studies, Valedictorian from Ursinus College.
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