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@empiricadvisors.com
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3 phones found area 512 and 888
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Loren Mark Coffelt is listed as Chief Operations Officer & Co-Portfolio Manager based in Austin, Texas, United States. AeroLeads shows a work email signal at empiricadvisors.com, phone signal with area code 512, 888, and a matched LinkedIn profile for Loren Mark Coffelt.
Loren Mark Coffelt previously worked as Chief Operations Officer & Co-Portfolio Manager at Empiric Advisors and Co-Portfolio Manager of Public Mutual Fund at Empiric Advisors. Loren Mark Coffelt holds Bba, Finance, Marketing from St. Edward'S University.
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AeroLeads found 1 current-domain work email signal for Loren Mark Coffelt. Compare company email patterns before reaching out.
I have a passion for connecting people, data, systems, and predictive analytics. I specialize in complex financial modeling and public securities trading, management, and accounting. Below are some forecasting projects I've done out of curiosity:Project “Where is Inflation Hitting Hardest” – Downloaded CPI and PCE time series from the Federal Reserve Bank of St. Louis (FRED). I then ran linear regressions on 195 unique consumer price and personal consumption categories. Where should consumers expect the largest increases in costs? Unsurprisingly, Hospital Stays and Education Expenses are No. 1 and No. 2 with the highest forecasted rises.What categories might provide some relief to consumers? Computers and peripherals were dead bottom of the list, indicating PC prices are forecasted to decline. The category of toys was a close second, indicating some relief for families, which is also supported by demographic data.Project “Covid-19 Housing Trajectory” – Downloaded the Federal Reserve Bank of St. Louis (FRED) data on house prices for all 557 metros covered in the United States. I combined Federal Reserve Data with Zillow and Realtor Data and ran linear regressions. I then forecasted home prices by neighborhood, by metro, and zip code and ran r-squared to determine predictability of forecasts.I'm an avid runner, and enjoy painting, playing tennis, and pickleball. I’m passionate about health and enjoy opportunities to travel. I prioritize personal growth, learning, and opportunities to solve problems with amazing people.
Listed skills include Portfolio Management, Investments, Equities, Trading, and 21 others.
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Austin, Texas Metropolitan Area
Involved in every aspect of running a boutique family investment office.Helped launch an RIA to address institutional markets.Manage a public mutual fund w/ $25 million AUM & SMAs with $22 Million.Created procedures for trading, operations, and portfolio construction.Overviewed request for proposals and ensured responses adhered to mandates.
Austin, Texas Area
Public mutual fund ranks top 2% for its Category 2017, 2018, and 5% for 2022.Currently rated 4 Stars & silver medalist as of 4/5/24.Created investment methodology focused on industry factors or "signals."Maintained firm trade compliance to SEC regulations. Expert in trade reconciliation and fund accounting systems and software.Ensured smooth, continuous data flow.Specialize in Bloomberg's optimizer / risk models & PORT, EQS, BBU functions.
Austin, Texas, United States
Walked through tax consequences with clients for specific types of accounts.Created tax advantaged strategies and explained the benefits in layman's terms.Traded, serviced, and looked over $20 Million in individual client accounts.Identified companies low in risk, but w/ high return on invested capital.
Austin, Texas Area
Reviewed potential investments for clients based on valuation metrics.Reviewed potential investments for competitive advantages amongst peers.Identified companies with persistent earnings growth and proven management.
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Loren Mark Coffelt is listed as Chief Operations Officer & Co-Portfolio Manager.
AeroLeads has found 1 work email signal at @empiricadvisors.com for Loren Mark Coffelt.
AeroLeads has found 3 phone signal(s) with area code 512, 888 for Loren Mark Coffelt.
Loren Mark Coffelt is based in Austin, Texas, United States.
Loren Mark Coffelt has worked for Empiric Advisors.
You can use AeroLeads to view verified contact signals for Loren Mark Coffelt, including work email, phone, and LinkedIn data when available.
Loren Mark Coffelt holds Bba, Finance, Marketing from St. Edward'S University.
Loren Mark Coffelt is listed with skills including Portfolio Management, Investments, Equities, Trading, Valuation, Securities, Strategic Financial Planning, and Mutual Funds.
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