Mr. Coffey has over 13 years of investment experience. Prior to joining the firm, he was a Portfolio Specialist at Herndon Capital Management focused on value strategies. Prior to Herndon, Mr. Coffey 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. Mr. Coffey earned a B.A. from Tuskegee University, and a Master of Science from Georgetown University. He has also earned the Chartered Financial Analyst designation.