Lewis Richard Coffey

Portfolio Manager-Fixed Income at Windsor Capital Management LLC

Finance

Consumer Services

Profile

Lewis Richard Coffey is a professional with experience in fixed income portfolio management.
He currently works as a Fixed Income Portfolio Manager at Windsor Capital Management LLC since 2011.
Prior to this, he worked as a Fixed Income Portfolio Manager at Windsor Financial Group LLC from 2010 to 2011.
He completed his undergraduate degree from the University of Minnesota in 1972.

Lewis Richard Coffey active positions

Companies	Position	Start
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	2010-12-31

All active positions of Lewis Richard Coffey

Former positions of Lewis Richard Coffey

Companies	Position	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	2011-05-30

See the detail of Lewis Richard Coffey's experience

Training of Lewis Richard Coffey

University of Minnesota

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Lewis Richard Coffey's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

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