![Travis L. Haney](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
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.
Ehemalige bekannte Positionen von Travis L. Haney
| Unternehmen | Position | Ende |
|---|---|---|
Coe Capital Management LLC
 Coe Capital Management LLC Investment ManagersFinance CCM offers a boutique approach where they tailor their recommendations to each individual client using allocations of their internally constructed asset class investment strategies. Specific models for each investment strategy are designed for different risk tolerances and implemented specifically to meet each client’s needs. The firm uses fundamental, bottom-up analysis to evaluate each security on its own merits. | Portfolio Manager-Aktien | 01.03.2010 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
12
Beziehungen ersten Grades
1
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Coe Capital Management LLC
Coe Capital Management LLC Investment ManagersFinance CCM offers a boutique approach where they tailor their recommendations to each individual client using allocations of their internally constructed asset class investment strategies. Specific models for each investment strategy are designed for different risk tolerances and implemented specifically to meet each client’s needs. The firm uses fundamental, bottom-up analysis to evaluate each security on its own merits. | Finance |
