Craig J. Coffey
TriState Capital Bank
- Role
- National Sales Director at Tristate Capital Bank
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Craig J. Coffey
Experienced General Counsel, and wealth, banking, and estate planning professional with…
Experience
National Sales Director
Jun 2018 — Present · Pittsburgh, PA, US
TriState Capital is a private and commercial bank serving registered investment advisors, broker dealers, family offices, and middle market businesses. TriState Capital is the preferred partner for RIAs and family offices that demand an uncommon degree of financial expertise and services. As you’ll discover, our ability to deliver flexible, innovative lending and deposit solutions has won the confidence of clients throughout the country.
Skills
- Investment Strategies
- Financial Services
- Private Equity
- High Net Worth Individuals
- Wealth
- Venture Capital
- Securities
- Estate Planning
- Risk Management
- Financial Planners
- Wealth Management Services
- Mergers & Acquisitions
- Investment Management
- Financial Planning
- Life Insurance
- Due Diligence
- Hedge Funds
- Underwriting
- Fixed Income
- Equities
- Trusts
- Strategy
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