Empiric Funds Mutual Funds Performance, Holdings, Management, Applications


Empiric's Portfolio Manager Mark Coffelt

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mark Allen Coffelt
Chief Investment Officer
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 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 likelihood 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.”

 

 

 

 

Tammi Edwards
Chief Operations Officer
Deputy Chief Compliance Officer

Tammi Edwards has comprehensive knowledge in the financial services industry. Her experience prior to Empiric includes being a director at a private family office, working in operations and business development at a hedge fund, and in tax accounting. As COO, she directs all operational functions including portfolio accounting and reconciliations, trade operations, vendor management, and client reporting. Tammi also helps oversee the compliance program for the firm as Deputy CCO.

She holds an MBA from H. Wayne Huizenga College of Business Nova Southeastern University and received her BS from Florida State University. On her free time, you can find her advancing various financial literacy and education projects or spending time with family. She serves as an advisor to Pearl Quest LLC, is involved with the Society of Royals which works to uplift youths and with the Buoniconti Fund to cure Paralysis

 

 

 

 

 

 

Gabriel J. Rodriguez

Managing Director


Gabriel J. Rodriguez is Vice President of Empiric Advisors. In his role as Vice President, Gabriel is responsible for the strategic direction of the firm, as well as maintaining key accounts.

Gabriel travels regularly to visit his extended family in Monterrey, Mexico. He is an avid golfer and runner, enjoys snow skiing, and finds peace in his yoga practice. Mr. Rodriguez is an Emerging Leader of the New America Alliance.

Gabriel received his B.B.A. in Finance & Accounting from St. Edwards University in Austin, Texas. He is currently Series 63, 65, 7 licensed.

   
     

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The Empiric Fund's investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company and may be obtained by calling (888) 839-7424, or visiting www.empiricfunds.com. Read it carefully before investing. The Empiric Funds are distributed by Northern Lights Distributors, LLC member FINRA. 2096-NLD-8/30/2013