Derik Dwyane Coffey
Portfolio Manager-Equities at Channing Capital Management LLC
Profile
Mr. Derik D.
Coffey, CFA, is a Client Portfolio Manager at Channing Capital Management LLC.
He has over 13 years of investment experience.
Prior to joining the firm, Mr. Coffey was a Portfolio Specialist at Herndon Capital Management focused on value strategies.
Prior to Herndon, he was an analyst at UBS Financial Services in the Manager Research Group responsible for due diligence on managers primarily in the small and mid-cap space.
Before that, he was an Assistant Vice President for M&A at New York Life Insurance, and an analyst in the Global M&A Group at Lehman Brothers.
He earned a B.A.
from Tuskegee University, and a Master of Science from Georgetown University.
He has also earned the Chartered Financial Analyst designation.
Derik Dwyane Coffey active positions
Companies | Position | Start |
---|---|---|
Channing Capital Management LLC
Channing Capital Management LLC Investment ManagersFinance Channing Capital Management LLC (Channing) is a privately-held investment management firm headquartered in Chicago, Illinois. The firm was founded in 2003 by Eric McKissack, Rodney Herenton and Wendell Mackey. Channing provides investment advisory services for institutional investors. | Portfolio Manager-Equities | 2017-01-31 |
Former positions of Derik Dwyane Coffey
Companies | Position | End |
---|---|---|
Herndon Capital Management LLC
Herndon Capital Management LLC Investment ManagersFinance Founded in 2001, Herndon Capital Management LLC is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Atlanta Life Investment Advisors, Inc. and their ultimate parent is Atlanta Life Financial Group. | Portfolio Manager-Equities | 2017-01-31 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
New York Life Insurance Co.
New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Corporate Officer/Principal | 2006-07-30 |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | 2002-05-30 |
Training of Derik Dwyane Coffey
Tuskegee University | Undergraduate Degree |
Edmund A. Walsh School of Foreign Service | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
New York Life Insurance Co.
New York Life Insurance Co. Life/Health InsuranceFinance New York Life Insurance Co. engages in the provision of insurance products and services. It offers life insurance, retirement income, long term care, investments, and premier services. The company was founded on April 12, 1845 and is headquartered in New York, NY. | Finance |
Herndon Capital Management LLC
Herndon Capital Management LLC Investment ManagersFinance Founded in 2001, Herndon Capital Management LLC is a wealth management firm and registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Atlanta Life Investment Advisors, Inc. and their ultimate parent is Atlanta Life Financial Group. | Finance |
Channing Capital Management LLC
Channing Capital Management LLC Investment ManagersFinance Channing Capital Management LLC (Channing) is a privately-held investment management firm headquartered in Chicago, Illinois. The firm was founded in 2003 by Eric McKissack, Rodney Herenton and Wendell Mackey. Channing provides investment advisory services for institutional investors. | Finance |
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