Profile
Mr. Haney joined the Coe Capital team in April of 2007.
Prior to coming to CCM, Mr. Haney spent almost four years with the U.S.
Securities & Exchange Commission (SEC) as a Securities Compliance Examiner.
Mr. Haney received his B.B.A in Finance with a minor in Economics from Western Michigan University (2003, Summa Cum Laude).
Mr. Haney is a CFA charterholder, a member of the CFA Institute, the CFA Society of Chicago, and the Chartered Alternative Investment Analyst Association.
The Chartered Alternative Investment Analyst Association is an independent, not-for-profit global organization committed to education and professionalism in the field of alternative investments.
Former positions of Travis L. Haney
| Companies | Position | End |
|---|---|---|
Coe Capital Management LLC
 Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Portfolio Manager-Equities | 01/03/2010 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Coe Capital Management LLC
Coe Capital Management LLC Investment ManagersFinance Coe Capital Management LLC (CCM) is a registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Mark Coe in 1999 and is majority owned by the Mark D. Coe 2012 Irrevocable Trust controlled by Mark Coe. CCM offers and provides customized wealth management investment advisory services to individuals and high net worth clients on a discretionary basis. | Finance |
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- Travis L. Haney
