Jonathan Coggins
Portfolio Manager at Modera Wealth Management
Based in Littleton, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Littleton
Industry
Financial Services
Company size
190
Contact information
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j•••••••@moderawealth.com
Phone
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Background
About Jonathan Coggins
Results-driven Financial Analyst and Equity Trader with over 25 years of experience in institutional trading, portfolio management, and financial advisory services. Proven track record of generating profits through accurate valuations, risk assessment, and strategic trading. Extensive equity trading, ETFs, trading algorithms, and financial risk management expertise. Skilled in managing client relationships, overseeing investment operations, and delivering tailored financial strategies. Proficient in leveraging advanced trading platforms to optimize performance and mitigate risk. Builds and maintains strong relationships across the financial services system. SKILLS Equity Trading Agency trading Trading for RIAs Capital Markets Hedge Funds Equity Operations Equity Research EFT Specialist Charter Market Technician Experience Financial Analysis Relationship Management Cross-functional Collaboration TECHNICAL SKILLS Bloomberg, Orion, Salesforce, Bridge, Lava, Brass, RealTick, Thomson One, Instinet, FIX/Moxy, PowerPoint, Oasys
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