Evan Coffey

Evan Coffey is an Investment Analyst on the Asset Management Team at Great Valley Advisor Group, Inc., based in Exton, PA. In this role, he is responsible for conducting investment research, supporting multi-asset portfolio management, risk mitigation, and coordinating with product wholesalers to enhance advisory capabilities.

He focuses on multi-asset portfolios, with expertise spanning both equity and fixed income asset classes. During his tenure at Great Valley, Evan has concentrated on equity research, portfolio construction, and analyzing stock-bond correlations, leveraging macroeconomic insights to support tactical asset allocation decisions.

Evan graduated as valedictorian from Ursinus College with a BA in Finance and a minor in Management Studies, where he was CEO of the Ursinus College Investment Management Company and completed an honors project focused on stock-bond relationships. He is recognized for his professional excellence, including induction into Phi Beta Kappa and Omicron Delta Epsilon, and is the inaugural recipient of the Scott Deacle Memorial Endowed Scholarship at Ursinus College.