Mark David Coe
Founder at Intrinsic Edge Capital Management LLC
Profile
Mr. Mark D.
Coe, CFA MBA, is a Founder & Chief Investment Officer at Intrinsic Edge Capital Management LLC.
Mr. Coe began his investment career in 1987 as an analyst at Gofen and Glossberg, Inc. and later established Kent Associates within Paine Webber.
In 1999, he formed Coe Capital Management, an investment management and advisory services firm.
He earned a BS in Accounting from University of Illinois – Urbana Champaign.
He also holds a Masters of Management in Finance and Economics from Northwestern University’s J.L.
Kellogg Graduate School of Business.
Mark David Coe active positions
| Companies | Position | Start |
|---|---|---|
Intrinsic Edge Capital Management LLC
 Intrinsic Edge Capital Management LLC Investment ManagersFinance Intrinsic Edge Capital Management LLC (IECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2016 by Mark Coe and is a direct subsidiary of Mark D. Coe 2012 Irrevocable Trust DTD Sept. 20, 2012. IECM provides discretionary investment advisory services to the Intrinsic Edge Funds which are private hedge funds that are offered to qualified investors. | Founder | 2015-12-31 |
Former positions of Mark David Coe
| 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. | Chief Executive Officer | 2016-10-30 |
| Painewebber Group, Inc. | Corporate Officer/Principal | 1998-12-30 |
Gofen & Glossberg LLC
 Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Analyst-Equity | 1993-12-29 |
Training of Mark David Coe
| Northwestern University | Masters Business Admin |
| University of Illinois | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Gofen & Glossberg LLC
Gofen & Glossberg LLC Investment ManagersFinance Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families. | Finance |
| Painewebber Group, Inc. | Finance |
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 |
Intrinsic Edge Capital Management LLC
Intrinsic Edge Capital Management LLC Investment ManagersFinance Intrinsic Edge Capital Management LLC (IECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2016 by Mark Coe and is a direct subsidiary of Mark D. Coe 2012 Irrevocable Trust DTD Sept. 20, 2012. IECM provides discretionary investment advisory services to the Intrinsic Edge Funds which are private hedge funds that are offered to qualified investors. | Finance |
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