Matthew Coffina

Matthew Coffina, CFA, is a Senior Portfolio Manager at Trajan Wealth LLC, overseeing the Expanding Moat and Defensive Moat strategies from the firm's New York office. His current responsibilities include managing equity portfolios focused on companies with strong and improving competitive advantages, above-average growth, and reasonable valuations, with an emphasis on identifying stocks offering favorable risk/reward tradeoffs.

Coffina’s investment focus spans U.S. and global equities, particularly those within sectors undergoing rapid technological change—such as technology, transportation (e.g., self-driving cars), and consumer services, evidenced by portfolio holdings like Uber and continual industry monitoring. He is known for a "business-owner" investment philosophy, seeking long-term value in listed companies rather than short-term market moves.

Prior to joining Trajan Wealth in July 2022, Coffina served over 15 years at Morningstar, including roles as lead Portfolio Manager for the Hare Strategy and Editor of Morningstar StockInvestor. He holds a B.A. from Oberlin College and is a proud alumnus of Stuyvesant High School. Coffina is widely regarded for his keen analytical skills, thought leadership, and contributions to investor education through publications, webinars, and industry commentary.