Jonathan Coggins

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.SKILLSEquity Trading Agency trading Trading for RIAsCapital Markets Hedge Funds Equity OperationsEquity Research EFT Specialist Charter Market Technician ExperienceFinancial Analysis Relationship Management Cross-functional CollaborationTECHNICAL SKILLSBloomberg, Orion, Salesforce, Bridge, Lava, Brass, RealTick, Thomson One, Instinet, FIX/Moxy, PowerPoint, Oasys

Experience

1. Portfolio Manager

   Modera Wealth Management

   May 2025 — Present · Denver, CO, US

   Manage and optimize investment portfolios for clients

Education

• Rhodes College

  B.S

Skills

• Series 63
• Technical Analysis
• Fixed Income
• Securities
• Microsoft Excel
• Trading
• Salesforce.com
• Leadership
• Asset Management
• Bloomberg
• Management
• Options
• Alternative Investments
• Equity Trading
• Mutual Funds
• Financial Markets
• Equities
• Capital Markets
• Series 7
• Customer Service
• Portfolio Management
• Investments