Matthew Coffina, Cfa
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Matthew Coffina, Cfa Email & Phone Number

Sr. Portfolio Manager at Trajan Wealth at Trajan Wealth LLC
Location: New York City Metropolitan Area, United States, United States 5 work roles 2 schools
1 work email found @morningstar.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@morningstar.com
LinkedIn Profile matched
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Current company
Trajan Wealth LLC
Role
Sr. Portfolio Manager at Trajan Wealth
Location
New York City Metropolitan Area, United States, United States
Company size
41 employees

Who is Matthew Coffina, Cfa? Overview

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Quick answer

Matthew Coffina, Cfa is listed as Sr. Portfolio Manager at Trajan Wealth at Trajan Wealth LLC, a company with 41 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Matthew Coffina, Cfa.

Matthew Coffina, Cfa previously worked as Senior Portfolio Manager at Trajan Wealth Llc and Portfolio Manager, Hare Strategy at Morningstar Investment Management Llc. Matthew Coffina, Cfa holds Ba from Oberlin College.

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Email format at Trajan Wealth LLC

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*@morningstar.com
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AeroLeads found 1 current-domain work email signal for Matthew Coffina, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Matthew Coffina, Cfa

I'm the portfolio manager for Trajan Wealth's Expanding Moat and Defensive Moat strategies. We seek to invest in companies with strong and improving competitive advantages, above-average revenue and earnings growth, and reasonable valuations. Prior to Trajan, I spent 15 years at Morningstar, including almost 10 years as portfolio manager for the Hare strategy.

Listed skills include Financial Analysis, Portfolio Management, Investments, Equity Research, and 8 others.

Current workplace

Matthew Coffina, Cfa's current company

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Trajan Wealth LLC
Trajan Wealth Llc
Sr. Portfolio Manager at Trajan Wealth
scottsdale, arizona, united states
Website
trajanwealth.com
Employees
41
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Company profile
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5 roles

Matthew Coffina, Cfa work experience

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Team & coworkers

Colleagues at Trajan Wealth LLC

Other employees you can reach at trajanwealth.com. View company contacts for 41 employees →

BE Bryant Elliott Bryant Elliott Colleague at Trajan Wealth LlcRed Hook, New York, United States, United States View → BJ Brianna Junior Brianna Junior Colleague at Trajan Wealth LlcSanta Monica, California, United States, United States View → JD John Demarco, Iaccp® John Demarco, Iaccp® Colleague at Trajan Wealth LlcUnited States, United States View → HW Holli Wilson Holli Wilson Colleague at Trajan Wealth LlcScottsdale, Arizona, United States, United States View → MC Michael Collins Michael Collins Colleague at Trajan Wealth LlcIrving, Texas, United States, United States View → MW Mike Wilson, Aif® Mike Wilson, Aif® Colleague at Trajan Wealth LlcScottsdale, Arizona, United States, United States View → RG Rubén G. Angulo Rubén G. Angulo Colleague at Trajan Wealth LlcTucson, Arizona, United States, United States View → NF Nathan Faerber , Cfp® Nathan Faerber , Cfp® Colleague at Trajan Wealth LlcScottsdale, Arizona, United States, United States View → AA Abigail Anderson Abigail Anderson Colleague at Trajan Wealth LlcScottsdale, Arizona, United States, United States View → BM Blake Montoya Blake Montoya Colleague at Trajan Wealth LlcUnited States, United States View →
2 education records

Matthew Coffina, Cfa education

Education record

Stuyvesant H.S.
FAQ

Frequently asked questions about Matthew Coffina, Cfa

Quick answers generated from the profile data available on this page.

What company does Matthew Coffina, Cfa work for?

Matthew Coffina, Cfa works for Trajan Wealth LLC.

What is Matthew Coffina, Cfa's role at Trajan Wealth LLC?

Matthew Coffina, Cfa is listed as Sr. Portfolio Manager at Trajan Wealth at Trajan Wealth LLC.

What is Matthew Coffina, Cfa's email address?

AeroLeads has found 1 work email signal at @morningstar.com for Matthew Coffina, Cfa at Trajan Wealth LLC.

Where is Matthew Coffina, Cfa based?

Matthew Coffina, Cfa is based in New York City Metropolitan Area, United States, United States while working with Trajan Wealth LLC.

What companies has Matthew Coffina, Cfa worked for?

Matthew Coffina, Cfa has worked for Trajan Wealth Llc, Morningstar Investment Management Llc, Morningstar, Inc., and Morningstar.

Who are Matthew Coffina, Cfa's colleagues at Trajan Wealth LLC?

Matthew Coffina, Cfa's colleagues at Trajan Wealth LLC include Bryant Elliott, Brianna Junior, John Demarco, Iaccp®, Holli Wilson, and Michael Collins.

How can I contact Matthew Coffina, Cfa?

You can use AeroLeads to view verified contact signals for Matthew Coffina, Cfa at Trajan Wealth LLC, including work email, phone, and LinkedIn data when available.

What schools did Matthew Coffina, Cfa attend?

Matthew Coffina, Cfa holds Ba from Oberlin College.

What skills is Matthew Coffina, Cfa known for?

Matthew Coffina, Cfa is listed with skills including Financial Analysis, Portfolio Management, Investments, Equity Research, Equity Valuation, Equities, Financial Modeling, and Asset Allocation.

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