Mr. Coffey, one of The Coffey-Marino Group founders, helps institutional and individual investors construct and manage their liquid asset portfolios while incorporating an acceptable range of risk. His skills in problem solving and analytical thinking help provide client solutions and drive his investment thesis. While he continues to oversee the team's investments, he has expanded the application of his skill set by designing and servicing investment solutions for institutions, complex individuals and family offices based on their unique situations and needs. Mr. Coffey joined Morgan Stanley in 2009 after eight years with UBS. Prior to joining UBS, Bill worked 10 years for Merrill Lynch. He was previously an Investment Banker with R.G. Dickenson where he focused on underwriting warrants and Initial Public Offerings for Austin-based start ups. He attended Texas State University where he earned a degree in Finance. Mr. Coffey has been in the Financial Services Industry for over 25 years and proactively provides personalized, consultative services to his clients. 