Head Portfolio Manager

Mark Coffelt is the founder of Empiric Advisors, Inc. (1987), where he is Chief Investment Officer. He is also founder and Portfolio Manager of the Empiric Core Equity Fund (1995), located in Austin, Texas. The investment process used by the firm has evolved to a highly Structured, Quantitative and Empirical approach (SQE). The firm believes that its SQE process leads to a greater likely hood of repeatability and reliability in investing. Mr. Coffelt is also one of the funds largest shareholders.

Mr. Coffelt has held the Chartered Financial Analyst (CFA) designation since 1987. He received his B.A. in economics, cum laude from Occidental College, and his MBA from the Wharton School at the University of Pennsylvania.

A highly experienced fund manager, Mr. Coffelt has been interviewed and covered by a wide range of media. In addition to appearing on CNBC, Bloomberg, and Fox Business News, he is frequently quoted in The Wall Street Journal, Barron’s, Investor’s Business Daily, Business Week, Market Watch, and Smart Money. He was profiled in a Q & A article in the Forbes International Investment Report as a “Global Guru.”