Coign Capital Advisors
Vision and commitment. These are the defining characteristics that led to your success. They should also be the characteristics of your wealth management team. We’re Coign, a fee-based fiduciary financial advisor located in Draper, Utah. Our approach is different. We combine traditional forms of asset management backed by robust analytics with venture & bespoke investing aligned with your personal goals and vision. We’re large enough to take advantage of institutional trends and strategies, and personalized enough to dedicate an entire team to your unique vision. Together, we build investments that work for you and your legacy. Because you deserve a clear sightline to your financial future. DISCLOSURE: Services offered through Coign Capital Advisors, LLC, a Registered Investment Adviser. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please send an email to matt@coigncapital.com. Please note that trading instructions through email, fax or voicemail will not be taken. Your identity and timely retrieval of instructions cannot be guaranteed. For advisory services and disclosure information, please visit coigncapital.com.
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Verified contacts
14
available on Kipplo
LinkedIn employees
15
1 to 10 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- MH
Malari Heusser
Administrative Specialist · General Business & Management
EmailPhone - AL
Adam Lefler
Partner · General Business & Management
EmailPhone - HS
Heather Syrett
Director of Operations · Operations
EmailPhone - RP
Robert P. Welch
Private Wealth Advisor · Finance & Accounting
EmailPhone - BD
Ben de Paoli
Financial Planning Assistant · Finance & Accounting
EmailPhone - KB
Kyler Brooksby
Financial Planning Assistant · Finance & Accounting
EmailPhone - RH
Ryan Howes
Financial Planning Assistant · Finance & Accounting
EmailPhone - SS
Shirley Spencer
Financial Planning Assistant · Finance & Accounting
EmailPhone - CA
Courtland Adams
Managing Partner · General Business & Management
EmailPhone
Showing 9 of 14 verified contacts
Top roles at Coign Capital Advisors
8 distinct titles indexed · top 8 shown.
- 4financial planning assistant
- 2managing partner
- 2private wealth advisor
- 1administrative assistant
- 1administrative specialist
- 1director of operations
- 1financial planning intern
- 1partner
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