Brian K. Coker, CFA | Biography

Brian’s investment experience spans 30 years.  In 1987, he joined Mercer Investment Consulting.  He provided investment guidance for corporate retirement plans.  After 11 years of consulting, he was recruited by National Asset Management which was later acquired by Invesco.  Over the course of 10 years at Invesco, Brian held many roles from product manager, sales director and senior client relationship manager.  In 2012, Brian joined Wespath, the investment division of The United Methodist Church.  In this role Brian’s clients were UMC affiliate organizations across the United States.

Brian is a proud alumni of Centre College where he earned a Bachelor of Arts degree in Economics in 1987.  Brian continued his education at the University of Louisville where he earned a Masters of Business Administration degree in 1993. He was awarded the Chartered Financial Analyst designation in 2000.