Lewis Richard Coffey
Portfolio Manager-Fixed Income at Windsor Capital Management LLC
Lewis Richard Coffey active positions
| Companies | Position | Start | End |
|---|---|---|---|
Windsor Capital Management LLC
 Windsor Capital Management LLC Investment ManagersFinance Windsor Capital Management LLC (WCM) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Darren Whitehurst in 2000 and is owned by Whitehurst Financial Services, Inc. WCM manages portfolios for families, high net-worth individuals and institutional clients. | Portfolio Manager-Fixed Income | 01/01/2011 | - |
| Trading-Fixed Income | 01/01/2011 | - |
Career history of Lewis Richard Coffey
Former positions of Lewis Richard Coffey
| Companies | Position | Start | End |
|---|---|---|---|
Windsor Financial Group LLC
 Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Portfolio Manager-Fixed Income | - | 31/05/2011 |
Training of Lewis Richard Coffey
| University of Minnesota | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Fixed Income | 2 |
| Undergraduate Degree | 1 |
| Trading-Fixed Income | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Finance |
Windsor Capital Management LLC
Windsor Capital Management LLC Investment ManagersFinance Windsor Capital Management LLC (WCM) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Darren Whitehurst in 2000 and is owned by Whitehurst Financial Services, Inc. WCM manages portfolios for families, high net-worth individuals and institutional clients. | Finance |
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