By James J. Spinelli, ChFC®, AIF® on July 23, 2024September 30, 2024 Great Valley Advisor Group is excited to announce that Evan Coffey has joined our Asset Management team as an Associate, Trading & Ops. Evan uses his strong work ethic and financial literacy to help manage GVA’s multi-asset portfolios, mitigate risk, and coordinate wholesaler relationships. In the spring of 2024, Evan graduated as valedictorian from Ursinus College with a BA in Finance and a minor in Management Studies. Evan took part in Finance Scholars and was a CEO of the Ursinus College Investment Management Company. Evan was also inducted into The Phi Beta Kappa Society and Omicron Delta Epsilon during his time at Ursinus. Outside of his coursework, Evan was captain of the men’s golf team and worked on a year-long honors project focusing on the stock-bond correlation and how macroeconomic variables affect the relationship between the two asset classes. Please join everyone at GVA in welcoming Evan to the family! Compliance Tracking #: 638254 James J. Spinelli, ChFC®, AIF® Co-Founder & CEO James Spinelli co-founded Great Valley Advisor Group with a singular focus: to create a robust platform for advisors aspiring to become business owners. James holds a B.S. in Information Systems with a Minor in Information Technology, and an M.S. in Information Science (MSIS) from Penn State University. He furthered his education with an M.S. in Finance (MSF) from the Indiana University Kelley School of Business. During his time at Penn State, he was also a member of the Penn State Nittany Lions Varsity baseball team. See Full Bio