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Joshua Coffey

Senior Manager, AVP at Capital Group

Joshua Coffey is a Senior Manager and AVP at Capital Group, with extensive experience in the investment management industry. He holds a B.S. in Commerce with a focus on Accounting from Santa Clara University and has studied abroad in Rome at Loyola University Chicago.

Throughout his career, Joshua has held several notable positions, including:

  1. Senior Manager and AVP at Capital Group
  2. Director at Glenair
  3. Sales Strategy Manager at Capital Group
  4. Strategic Planning & Analysis Manager at Capital Group
  5. Associate at Moss Adams, LLP

Joshua is based in Los Angeles, California, and has demonstrated expertise in finance, sales, and asset management. He has also been involved in community activities, participating in the YMCA's annual stair climb for Los Angeles, which he described as "a fun event for a wonderful cause".12

In 2019, Joshua expressed gratitude for his 328 Capital Group colleagues who participated in the Ketchum-DTLA YMCA's stair climb, highlighting his involvement in corporate social responsibility initiatives.2

Highlights

Feb 5 · forbes.com
Forbes 2025 Best-In-State Wealth Management Teams List
Apr 5 · newyorklife.com
Your Financial Advisor JOSHUA MICAH COFFEY

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Joshua Coffey
Joshua Coffey, photo 1
Joshua Coffey, photo 2
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Location

Los Angeles, California, United States