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 2500 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.”

 

 

 

Loren Mark Coffelt
Co-Portfolio Manager
Head Trader

Loren is responsible for assisting in the construction, maintenance, and implementation of Empiric's quantative models as well as researching and executing trades. Loren has been integral in the contrustion and system implementation of Empiric investing methodology and the research behind it. Prior to being named Co-Portfolio Manager in December 2012, Loren served as a financial analyst after joining the firm in 2007. As a financial Analyst, Loren was responsible for evaluating securities prior to trading. Loren has been featured on MarketWatch's MoneyLife with Chuck Jaffe.

Loren received his B.B.A. in Finance & Marketing from St. Edward's University in Austin, Texas. He is currently Series 63, 65, 7 licensed and passed the June 2011 CFA Level 1 Examination.

 

 

 

 

 

Heather McAshan

Chief Complience Officer &

Operations Manager

 

Heather McAshan is Chief Compliance and Operations Officer of Empiric Advisors Inc. In her role as Chief Compliance Officer, Heather is responsible for the oversight and implementation of Empiric Advisors’s compliance program as well as all regulatory matters. As Operations Officer, she is responsible for back office operations and private client executions. She is also responsible for quarterly statement reporting and billing to clients and custodians.

 

Heather McAshan has over 15 years experience in the financial services industry. Since 2006, Heather has been Chief Compliance and Operations Manager for Empiric Advisors, and Chief Compliance Officer to the Empiric Funds. Prior to Joining Empiric, Heather was the Operations Manager at Academy Capital Management, where she was responsible for the reconciliation and trading of $300 million in assets held in 540 accounts.

 

In her free time, Heather enjoys scuba diving, reading, gardening, and listening to a wide-array of music. She is a past President of the Austin Aggie Mothers Club, a non-profit that raises scholarship funds for incoming Texas A&M University students in the Austin area.

 

Heather received an associate’s degree in business management and accounting with honors from McLennan College in Waco, Texas. She is currently Series 63, 65, 7 licensed.

 

 

 

 

 

Gabriel J. Rodriguez

Vice President


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