Coe Capital Management

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Coe Capital Management Employees

Employee
Years
Job
Industry
Eric Emer Eric Emer Greater Boston Area Details
Eric Emer's Coe Capital Management Experience January 2011 - August 2011
Job Algorithmic Trader at Gelber Group LLC
Industry Computer Software
Experience
Gelber Group LLC  March 2015 - Present
Spot Trading LLC  June 2014 - January 2015
Gelber Group  June 2012 - August 2012
Adelson Lab   September 2011 - January 2012
MIT Sloan School of Management  September 2011 - January 2012
Coe Capital Management   January 2011 - August 2011

Skills
Python, Matlab, Research, Data Analysis, Java, Programming, PowerPoint, C++, LaTeX, Objective-C, Artificial Neural..., Rapid Prototyping, Photoshop Rendering, Entrepreneurship, Agile Methodologies, Unit Testing, Microsoft Office, Spanish, Marketing, Mathematica, Algorithms, Financial Modeling, R

Education
Massachusetts Institute of Technology   2010 — 2014
BS, Mathematics with Computer Science

Highland Park High School   2006 — 2010

Colin Ferrian Colin Ferrian Boulder, Colorado Details
Colin Ferrian's Coe Capital Management Experience July 2013 - Present
Job Analyst at Coe Capital Management LLC
Industry Capital Markets
Experience
Coe Capital Management   July 2013 - Present
Craig-Hallum Capital Group  June 2012 - July 2013
PuriHands, Inc.   January 2012 - June 2013
Meisner Electric Inc. of Florida  May 2011 - August 2011
ID Insight   February 2010 - May 2010

Education
St. Olaf College   2008 — 2012
Economics, Finance

St. Thomas Academy   2001 — 2007

Shub Bhowmick Shub Bhowmick San Francisco Bay Area Details
Shub Bhowmick's Coe Capital Management Experience June 2004 - August 2004
Job CoFounder and CEO at Tredence
Industry Information Services
Experience
Tredence   February 2012 - Present
Liberty Advisor Group  March 2011 - September 2014
American Express  July 2012 - January 2013
inVentiv Health  March 2011 - June 2012
Mu Sigma  June 2010 - February 2011
Motif, Inc.   June 2009 - June 2010
Diamond Management & Technology Consultants  June 2005 - June 2009
Coe Capital Management   June 2004 - August 2004
Infosys Technologies Limited  April 1998 - August 2003
Britannia Industries Limited  July 1996 - April 1998

Skills
Management Consulting, Management, Analytics, Training, Business Development, Leadership, Program Management, CRM, Acquisition Integration, Big Data, Investments, Sales, Market Research, Strategy, Business Analysis

Education
Northwestern University - Kellogg School of Management   2003 — 2005
Master of Business Administration (MBA), Strategy, Marketing, General Management

Indian Institute of Technology (Banaras Hindu University), Varanasi   1992 — 1996
B-Tech, Chemical Engineering

St. Xavier's College   1990 — 1992
High School

Erin Ross Erin Ross Greater Chicago Area Details
Erin Ross's Coe Capital Management Experience May 2012 - May 2013
Job Special Education Teacher at Montgomery County Public Schools
Industry Education Management
Experience
Montgomery County Public Schools  August 2014 - Present
Basic Concepts, LLC   June 2014 - August 2014
The Autism Team   January 2014 - May 2014
Champaign-Urbana Special Recreation  August 2012 - May 2014
Sinai Temple  August 2010 - May 2014
Mahomet Seymour Junior High School   August 2013 - December 2013
Keshet  June 2007 - July 2013
Garden Hills Elementary School  January 2013 - May 2013
Coe Capital Management   May 2012 - May 2013
Dr. Howard Elementary School   September 2012 - December 2012

Skills
Microsoft Office, PowerPoint, Microsoft Word, Teaching, Research, Microsoft Excel, Public Speaking, Social Media, Community Outreach, English, Event Planning, Teamwork, Blogging, Fundraising, Nonprofits, Curriculum Design, Special Education

Education
University of Illinois at Urbana-Champaign   2010 — 2014
Bachelor of Science (BS), Special Education and Teaching Ages 3-21

Glenbrook North High School   2006 — 2010

Jeffrey Helfrich Jeffrey Helfrich Dallas/Fort Worth Area Details
Jeffrey Helfrich's Coe Capital Management Experience June 2000 - August 2000
Job
Industry Investment Management
Experience
Penn Davis McFarland, Inc.   May 2010 - Present
Alta Vista Creative, LLC   January 2012 - Present
Petrus Asset Management Company   October 2008 - May 2010
Mirador Funds   May 2008 - September 2008
Independence Capital Asset Partners   August 2005 - March 2008
Janus Capital Group  June 2003 - August 2005
Janus  May 2001 - June 2003
Coe Capital Management   June 2000 - August 2000

Skills
Hedge Funds, Investments, Wealth Management, Financial Modeling, Equity Research, Valuation, Fixed Income Analysis, Short Sales, Portfolio Management, Options, Equity Valuation, Private Equity, Equities, Due Diligence, Emerging Markets, Alternative Investments, Investment Management, Capital Markets, Asset Management

Education
Harvard University   1999 — 2003
B.A.

University Laboratory High School   1995 — 1999

St. Matthew School   1987 — 1995

Cole Deloye Cole Deloye Greater Chicago Area Details
Cole Deloye's Coe Capital Management Experience October 2009 - March 2010
Job Financial Consultant
Industry Financial Services
Experience
PJLA Music Sales & Marketing   May 2015 - Present
Brunswick Corporation  August 2014 - May 2015
ATLAS-SOS   August 2013 - May 2014
Dansr Inc.  May 2013 - August 2013
University of Illinois at Urbana-Champaign  February 2013 - August 2013
PJLA Music Sales and Marketing   August 2010 - August 2012
America Reads/America Counts  September 2011 - May 2012
Coe Capital Management   October 2009 - March 2010

Skills
Social Media, Public Speaking, Microsoft Excel, Event Planning, Time Management, Research, Treasury Services, Oracle Discoverer, Financial Forecasting, Financial Modeling, Leadership, Financial Analysis

Education
University of Illinois at Urbana-Champaign   2011 — 2014
Bachelor of Science (BSc), Finance, General

ESADE Business School   2012 — 2012
Bachelor's Degree, Business Administration and Management, General

Adlai E. Stevenson High School   2007 — 2011
High School

Joonsu Yang Joonsu Yang San Francisco Bay Area Details
Joonsu Yang's Coe Capital Management Experience August 2013 - October 2013
Job Associate Account Strategist at Google
Industry Marketing and Advertising
Experience
Google  September 2014 - Present
Coe Capital Management   August 2013 - October 2013
Toro Capital Management LLC   June 2013 - August 2013
Goldman Sachs  January 2013 - March 2013
Safeco Insurance  June 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Teamwork, Economics

Education
Northwestern University   2010 — 2014
Bachelor of Arts (B.A.), Economics

Max Yaras Max Yaras Miami, Florida Details
Max Yaras's Coe Capital Management Experience May 2015 - July 2015
Job Student at University of Miami School of Business
Industry Financial Services
Experience
Coe Capital Management   May 2015 - July 2015
MasterCard  May 2014 - January 2015
Cleveland Clinic  June 2013 - August 2013
Auction Company of America   May 2012 - June 2013
Calling Canes  September 2012 - January 2013
YMCA  June 2010 - August 2010

Skills
Microsoft Excel, Team Leadership, Business Planning, DECA, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Research, Strategic Planning, Teamwork, Social Media, Business Strategy, Team Building, Social Networking, Spanish, Event Planning, Data Analysis, Leadership

Education
University of Miami   2012 — 2016
Bachelor of Science, Business Administration; Finance; Accounting

University of Miami - School of Business   2012 — 2016

Cypress Bay High School

Larry Stein Larry Stein Greater Chicago Area Details
Larry Stein's Coe Capital Management Experience 2008 - 2010
Job President of Disciplined Investment Management
Industry Investment Management
Experience
Disciplined Investment Management   August 2010 - Present
Published Author  July 2012 - 2012
Coe Capital Management   2008 - 2010
The Bensman Group  2003 - 2008
Financial Relatons Board   1993 - 2003

Skills
Published Author, Investment Management, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Investments

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1978 — 1980
MS, Taxation

University of Illinois at Urbana-Champaign - College of Business   1974 — 1978
BS, Accounting

Highland Park High School   1970 — 1974

Bre Coe Bre Coe Miami/Fort Lauderdale Area Details
Bre Coe's Coe Capital Management Experience 2010 - June 2012
Job Analyst at Level Office
Industry Investment Management
Experience
LEVEL  August 2015 - Present
Level Office - Chicago   2013 - Present
Medina Capital   November 2013 - February 2014
University of Miami Business School   May 2012 - August 2012
Coe Capital Management   2010 - June 2012
Keshet  September 2008 - May 2011
Apachi Day Camp  June 2009 - August 2009

Skills
Research, Competitive Analysis, Entrepreneurship, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Valuation, Real Estate Investor, Investment Properties, Investments, PowerPoint, Public Speaking, Microsoft Excel, Real Estate, Social Media, Microsoft Word, Event Planning

Education
University of Miami - School of Business   2011 — 2015
BSBA, Finance and Financial Management Services

Adlai E. Stevenson High School   2007 — 2011

Jake Ragins Jake Ragins Greater Chicago Area Details
Jake Ragins's Coe Capital Management Experience June 2010 - August 2010
Job Strategist
Industry Financial Services
Experience
Avant  August 2014 - Present
Engagement Innovations LLC   November 2009 - Present
T3Media  December 2012 - January 2014
T3Media  July 2011 - December 2012
Student Valet, Inc.   January 2010 - May 2011
Coe Capital Management   June 2010 - August 2010

Skills
Entrepreneurship, Strategic Partnerships, Start-ups, Investments, New Business Development, Market Research, Due Diligence, Creative Problem Solving, Innovation Consulting, Account Management, Digital Media, Publishing, Microsoft CRM

Education
University of Illinois at Urbana-Champaign   2007 — 2011
Bachelor of Science, Economics

Luke Gensburg Luke Gensburg New York, New York Details
Luke Gensburg's Coe Capital Management Experience May 2012 - August 2012
Job Associate Director at Eastern Consolidated
Industry Commercial Real Estate
Experience
Eastern Consolidated  January 2015 - Present
ATP Tour, Inc.   June 2014 - December 2014
Eastern Consolidated  June 2013 - August 2013
Coe Capital Management   May 2012 - August 2012
Lake Shore Country Club  June 2010 - August 2010

Skills
Bloomberg, Economics, Research, PowerPoint, Microsoft Word, Microsoft Excel, Outlook

Education
Colgate University   2010 — 2014
Bachelor's Degree, Political Science

NYU Prague
European History and Political Science

Jordan Butchen Jordan Butchen Miami/Fort Lauderdale Area Details
Jordan Butchen's Coe Capital Management Experience June 2015 - August 2015
Job Investment Research Analyst at Coe Capital Management
Industry Management Consulting
Experience
The Coca-Cola Company  August 2015 - Present
Norris Student Center Information Desk   September 2014 - Present
Coe Capital Management   June 2015 - August 2015
Sprint Corporation  July 2014 - September 2014
Norris Student Center Box Office   October 2012 - June 2014

Skills
Business Operations, Consulting, Data Analysis, Statistical Data..., Research, Critical Thinking, At Multitasking, Event Planning, Public Speaking, Social Media, Fundraising, Editing, Digital Printing, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel

Education
Northwestern University   2012 — 2016
Bachelor of Arts (B.A.), Major: Political Science; Minor: Business Institutions Program, Integrated Marketing Communications

Coral Springs High   2008 — 2012

Ben Pineless Ben Pineless Deerfield, Illinois Details
Ben Pineless's Coe Capital Management Experience April 2013 - August 2013
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard  June 2015 - Present
Coe Capital Management   April 2013 - August 2013
Coe Financial Group  May 2012 - August 2012
Deerfield Youth Baseball & Softball Association  April 2011 - August 2012

Skills
Finance, Recruiting, Management, Baseball, CRM, Budgets, Analysis, Time Management, Portfolio Management

Education
Indiana University Bloomington   2011 — 2015
Bachelor of Science with Distinction, Finance

Andrew Szilagyi Andrew Szilagyi Chicago, Illinois Details
Andrew Szilagyi's Coe Capital Management Experience May 2013 - August 2013
Job Investment Banking Analyst at Stout Risius Ross
Industry Investment Banking
Experience
Stout Risius Ross  July 2015 - Present
William Blair & Company  May 2014 - August 2014
Coe Capital Management   May 2013 - August 2013
Hu-Friedy Mfg. Co., LLC   June 2012 - August 2012

Education
University of Illinois at Urbana-Champaign   2011 — 2015
Bachelors of Science (BS), Finance

University of Illinois at Urbana-Champaign   2011 — 2015
Bachelors of Science (BS), Accountancy

Josh Berman Josh Berman Greater Chicago Area Details
Josh Berman's Coe Capital Management Experience June 2010 - August 2010
Job Equity Research Associate at William Blair & Company
Industry Financial Services
Experience
William Blair & Company  June 2014 - Present
William Blair & Company  June 2012 - May 2014
William Blair & Company  June 2011 - August 2011
Coe Capital Management   June 2010 - August 2010

Skills
Financial Modeling, Financial Analysis, Bloomberg, Thomson One Analytics, Microsoft Excel, Capital Markets, Accounting, Equity Research, Valuation, Equities, Corporate Finance, Capital IQ

Education
University of Illinois at Urbana-Champaign - College of Business   2008 — 2012
B.S., Finance and Accountancy

Samuel Yanowitz Samuel Yanowitz Greater New York City Area Details
Samuel Yanowitz's Coe Capital Management Experience September 2011 - December 2011
Job Associate
Industry Financial Services
Experience
BlueVirgo Capital Management   April 2015 - Present
U.S. Bank   August 2013 - April 2015
Northwestern University  September 2009 - June 2013
RR Advisory Group, LLC   July 2012 - August 2012
Coe Capital Management   September 2011 - December 2011

Skills
Tax Liens, Operations, Reconciliation, Hedge Funds, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Data Analysis, Financial Analysis, Research, Microsoft Word, Bloomberg Terminal, Editing, Bloomberg, Public Speaking, Social Media Marketing, Financial Modeling

Education
Northwestern University   2009 — 2013
BA, Economics and Political Science

James Lambert James Lambert New York, New York Details
James Lambert's Coe Capital Management Experience 2006 - 2006
Job Trader at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities  March 2014 - Present
Banc Of Manhattan/Capital  June 2010 - March 2014
State Street Bank  July 2008 - June 2010
Countrywide  June 2007 - August 2007
Coe Capital Management   2006 - 2006

Skills
spec pools, non-agency, subprime, Bberg, Intex, ABSNet, Structured Products, Fixed Income, Bloomberg, Securitization, Financial Analysis, Capital Markets, Valuation, Series 7, MBS, Alternative Investments, Securities, Hedge Funds, Structured Finance

Education
Harvard University   2004 — 2008
Bachelors, Ecnomics

Marina High School

Jordan Young Jordan Young San Francisco Bay Area Details
Jordan Young's Coe Capital Management Experience May 2007 - August 2007
Job Manager, Analytics Engineering at Glu Mobile
Industry Information Technology and Services
Experience
Glu Mobile  April 2014 - Present
Glu Mobile  September 2013 - March 2014
DeNA  October 2012 - September 2013
Fannie Mae  October 2009 - October 2012
Fannie Mae  June 2009 - October 2009
Coe Capital Management   May 2007 - August 2007

Skills
Analytics, SAS, Data Analysis, Financial Modeling, Statistics, SQL, R, Analysis, Logistic Regression, Hive, Data Mining, Quantitative Analytics, Econometrics, Python, Machine Learning, Finance, Hive UDFs, Hadoop, Risk Management, Management, Oozie, Apache Storm, Java, Amazon Web Services...

Education
CFA Institute   2009 — 2011
Finance

The Johns Hopkins University   2005 — 2009
BA, International Studies

Bennett Lavin Bennett Lavin New York, New York Details
Bennett Lavin's Coe Capital Management Experience June 2013 - August 2013
Job Investment Banking Analyst at Nomura
Industry Financial Services
Experience
Nomura  July 2015 - Present
Northwestern University  September 2011 - June 2015
OpenMarkets  June 2014 - August 2014
Coe Capital Management   June 2013 - August 2013
Wells Fargo Advisors - HLM Capital   January 2011 - May 2011

Education
Northwestern University   2011 — 2015
Bachelor’s Degree, Economics, Business Institutions Program

Andy Corral Andy Corral Greater Chicago Area Details
Andy Corral's Coe Capital Management Experience May 2007 - Present
Job CoPortfolio Manager at Coe Capital Management
Industry Financial Services
Experience
Coe Capital Management   May 2007 - Present

Education
Illinois State University   2003 — 2007
Bachelors, Finance and Economics

Jason Wiznitzer Jason Wiznitzer Northbrook, Illinois Details
Jason Wiznitzer's Coe Capital Management Experience August 2008 - December 2008
Job Acquisitions at The Lelyn Group, Inc.
Industry Real Estate
Experience
The Lelyn Group, Inc.   July 2012 - Present
MB Financial Bank  July 2010 - July 2012
MB Financial Bank  June 2009 - March 2010
Coe Capital Management   August 2008 - December 2008
Ravinia Green Country Club  May 2005 - September 2008

Skills
Bloomberg Terminal, Microsoft Office, Hebrew, Portfolio Management, Financial Analysis, Valuation, Commercial Banking, Credit, Loans, Credit Risk, Financial Risk, Credit Analysis, Financial Modeling, Investments, Banking

Education
Lake Forest College   2008 — 2010
BA, Economics

University of Maryland College Park   2006 — 2008
Economics

Cory Mitchell Cory Mitchell Chicago, Illinois Details
Cory Mitchell's Coe Capital Management Experience May 2014 - Present
Job Research Analyst at Coe Capital Management
Industry Financial Services
Experience
Coe Capital Management   May 2014 - Present
D.A. Davidson & Co.   January 2012 - May 2014
Clayton Fixed Income Services  September 2010 - January 2012
Summit Student Investment Fund  August 2009 - May 2010

Education
Colorado State University   2006 — 2010
BS, Finance, Investment Analysis. Economics

Alan Scaccia Alan Scaccia Stevens Point, Wisconsin Details
Alan Scaccia's Coe Capital Management Experience 1998 - 2000
Job Portfolio Manager at Sentry Insurance
Industry Investment Management
Experience
Sentry Insurance  October 2011 - Present
Cupps Capital Management   March 2010 - October 2011
Silver-Young Partners, LLC   April 2004 - October 2009
Coe Capital Management   1998 - 2000

Skills
Equity Research, Equity Valuation, Equities, Bloomberg, Valuation, Hedge Funds, Financial Modeling, Value Investing, DCF, Investments, Asset Managment, Portfolio Management, Stock Picking, Chartered Financial..., Investment Management

Education
University of Illinois at Urbana-Champaign   1991 — 1996
BS/BS, Ag Economics/Finance and Horticulture

Bob Janabi, CPA Bob Janabi, CPA Greater Chicago Area Details
Bob Janabi, CPA's Coe Capital Management Experience 2010 - May 2011
Job Supervisor, FSC Accounting
Industry Food & Beverages
Experience
US Foods  May 2015 - Present
US Foods  January 2013 - April 2015
Wipfli LLP  2011 - 2013
Bank of America  May 2011 - December 2011
Coe Capital Management   2010 - May 2011
Dynaprop Development Corporation   2010 - 2010

Skills
Auditing, Accounting, General Ledger, Internal Audit, Finance, Financial Accounting, CPA, Financial Reporting, Internal Controls, GAAP, Microsoft Excel, Financial Analysis, Sarbanes-Oxley Act

Education
Loyola University of Chicago   2006 — 2010
Bachelor, Accounting, Finance

Paul Klibanow Paul Klibanow Chicago, Illinois Details
Paul Klibanow's Coe Capital Management Experience 2000 - 2004
Job President at PJK Capital Management, LLC
Industry Financial Services
Experience
PJK Capital Management, LLC   June 2013 - Present
Force Capital Management  January 2005 - April 2008
UBS Investment Bank  June 2005 - December 2005
Coe Capital Management   2000 - 2004

Education
Wharton School, University of Pennsylvania   2000 — 2004
BS in Economics, Finance and Accounting