John Coffey
Director/Board Member at BOK FINANCIAL CORPORATION
Net worth: 611 728 $ as of 29/04/2024
Profile
John Walter Coffey is an Independent Director at BOK Financial Corp.
since 2018.
He previously worked as a Managing Director & Analyst at Wellington Management Co. LLP, Managing Director at Citigroup Asset Management (United States), Vice President at Bank of America Corp., Portfolio Manager at Putnam Investment Management LLC, Analyst at Citigroup Asset Management, and Senior Vice President at The Robinson-Humphrey Co. LLC.
Coffey received his undergraduate degree from the University of Virginia in 1985 and his MBA from Emory University in 1995.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 03/03/2024 | 6,800 ( 0.01% ) | 611 728 $ | 29/04/2024 |
John Coffey active positions
| Companies | Position | Start |
|---|---|---|
| BOK FINANCIAL CORPORATION | Director/Board Member | 23/04/2018 |
Former positions of John Coffey
| Companies | Position | End |
|---|---|---|
Citigroup Asset Management (United States)
 Citigroup Asset Management (United States) Investment ManagersFinance Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C) | Corporate Officer/Principal | - |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | 30/03/1992 |
| The Robinson-Humphrey Co. LLC | Corporate Officer/Principal | 30/07/1999 |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Analyst-Equity | - |
| Citigroup Asset Management | Analyst-Equity | 30/07/2004 |
Training of John Coffey
| University of Virginia | Undergraduate Degree |
| Emory University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| BOK FINANCIAL CORPORATION | Finance |
| Private companies | 5 |
|---|---|
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
| Citigroup Asset Management | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Finance |
| The Robinson-Humphrey Co. LLC | Finance |
Citigroup Asset Management (United States)
Citigroup Asset Management (United States) Investment ManagersFinance Citigroup Asset Management is a registered investment advisor located in New York City with an additional office in Washington, DC. The firm is a subsidiary of Citigroup Financial Products, Inc. and their ultimate parent is Citigroup, Inc. (NYSE: C) | Finance |
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