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Coign Capital
Coign Capital is a fee-based fiduciary committed to helping clients thrive. It provides visionary asset management for visionary families and is large enough...
Overview
Coign Capital is a fee-based fiduciary committed to helping clients thrive. It provides visionary asset management for visionary families and is large enough to take advantage of changing markets while remaining nimble enough to create personalized solutions. The firm partners with individuals and families who want to combine a full-spectrum investment strategy with a deep sense of purpose.
General information
Firm type
RIA
Year founded
2018
Location
Region
North America
Country
United States
City
Draper
Corporate office
New York, NY, United States
Principals
J. Matthew Zundel - Founding Partner
Courtland Adams - Managing Partner
Daniel Zundel - Managing Partner
Adam G. Lefler - Partner
Wealth Advisor
M. Brandon Riley - Senior Wealth Advisor
Kyler Brooksby
CFP® - Associate Financial Advisor
Heather Syrett - Director of Operations
Taylor Motz - Financial Planning Analyst
Shirley Spencer - Financial Planning Analyst
Panos Saltaris - Financial Planning Intern
Ben De Paoli - Financial Planning Intern
Emma Fetzer - Administrative Specialist
Malari Heusser - Administrative Specialist
Alli Sudbury - Administrative Associate
Cindi Horton - Scheduling Coordinator
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