Coe M. Magruder
FOUNDER AND CHIEF EXECUTIVE OFFICER
Mr. Magruder has more than 30 years of experience
in the financial services industry as an executive officer of
leading investment firms. At PaineWebber he served as a
regional director for direct investments, district manager and
chairman of the PaineWebber Manager Advisory Council.
Additionally, he represented the 10,000-employee Wealth
Management Group on PaineWebber's firm-wide Diversity
Council. Upon the merger of PaineWebber and UBS AG,
Mr. Magruder became an executive director responsible for
the successor firm's Washington, D.C., District.
In 2006, Mr. Magruder accepted a position as a managing director
of Pitcairn, one of the oldest continuously operating family
offices in the United States, where he focused on the complex
investment requirements of high-net-worth families. In 2010,
he joined Morgan Stanley to construct and manage a boutique
Washington, D.C., office addressing the investment needs of
high net worth clients. Mr. Magruder has served as chairman of
the Security Industry Association's Mid-Atlantic Region Board of
Directors and as an industry representative on the Supervisors
Committee of the New York Stock Exchange, which also
nominated and elected him to the Securities Industry Regulatory
Council on Continuing Education.
Mr. Magruder's educational experience includes completion
of studies at the Securities Industry Institute at The Wharton
School, University of Pennsylvania, the UBS Wealth Management
Executive Education Program and qualification as Certified
Investment Management Analyst (CIMA) from the Investment
Management Consultants Association. He holds a BBA in Real
Estate and Urban Development from the University of Georgia
and an MBA from Georgia State University.