Meet the Team

The founding partners have worked together since 2007. Gabe, Mark, and Loren bring very distinct yet synergistic attributes to the firm, having diverse backgrounds to each other. The team is dedicated to the research, portfolio implementation, operations, regulatory compliance, and client servicing required to provide high quality active management to investors. We value hard work, self-motivation, and continuous professional improvement.

We hope that you consider allowing us to safeguard your assets, and promise to work tirelessly on your behalf.

Enthusiastic individuals pursuing their professional passion.

Gabriel Jason Rodriguez

Chief Executive Officer, Founding Member

Gabe is responsible for the overall leadership and strategic direction of Empiric. In this capacity, he is in charge of all aspects of new product and business development. Mr. Rodriguez also serves as a voting member of the research and investment committee.

Gabriel received his B.B.A. in Finance & Accounting from St. Edwards University in Austin, Texas. He is currently Series 63, 65, 7 licensed. On his free time, you may find his running around Lady Bird Lake, or doing some yoga. He serve s as aboard member of the New America Alliance.

13 years of industry experience, Start: 2007

Loren Mark Coffelt

Chief Operating Officer, Founding Member

Senior Portfolio Manager & Head Trader

As Chief Operations Officer, Loren oversees all aspect of the firm’s operational effectiveness and oversees our portfolio construction and management system. In his role as Senior Portfolio Manager and Head Trader, he is responsible for assisting in the construction, maintenance and implementation of Empiric’s quantitative models as well as researching and executing trades. Mr. Coffelt is a voting member of the research and investment committee.

Loren received his B.B.A. in Finance & Marketing from St. Edwards University in Austin, Texas. He is currently Series 63, 65, 7 licensed. On his free time, Loren is usually playing tennis with Austin’s LGBT tennis club or attending HRC events.

13 years of industry experience, Start: 2007

Mark Allen Coffelt, CFA

Chief Investment Officer, Founding Member

Director of Quantitative Research, Senior Portfolio Manager

In his role as Chief Investment Officer, Mark oversees investment management decisions and is responsible for establishing quantitative processes and procedures for stock valuation, financial modeling, and portfolio construction. His passion for financial modeling began in 1978, while attending the Wharton School of Business and continues today. As Director of Quantitative Research, Mark leads the firm’s continuously evolving and proprietary research methodology. Mark is a voting member of the research and investment committee.

He holds an MBA from the Wharton School of Business and received his B.A. in Economics from Occidental College. On his free time, Mark is involved with his church or can be found mentoring homeless youths for Brooke Boys.

33 years of industry experience, Start: 1987

TEAM

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