Greg Coffey, CFA

Gregory Coffey

Senior Director, Institutional Investment Solutions

B.S. Finance, Seattle University
Licensed Registered Representative, FINRA Series 7, 63, 24 (Russell Investments Implementation Services, LLC., member FINRA)
CFA Charterholder, CFA Institute

Greg Coffey is senior director of institutional investment solutions for Russell Investments’ Americas Institutional business. Based in Seattle, Greg’s primary responsibilities are to assist Russell Investments’ clients with a broad range of investment-related issues including developing investment goals and objectives, determining an appropriate asset allocation strategy, and selecting and monitoring specific investment strategies and funds. He provides regular investment reviews and educational presentations to client committees and senior management. Greg works with many types of investment programs, including defined benefit and defined contribution plans, endowments, foundations and other pools of assets. He joined Russell Investments in 2008.

Prior to joining the firm, Greg spent five years working as an investment analyst and investment performance analyst. In these various roles, he was responsible for investment manager selection, asset allocation, and performance attribution.

Elements of a clearly defined investment policy statement for non-profits

April 2016
This paper discusses the key elements of an investment policy statement (IPS) and its role in helping lay a foundation of governance structure to and probability of investing success.