As our Chief Financial Officer, Elizabeth C. Derway is responsible for the firm’s compliance and financial functions including accounting, audit, and corporate finance.
David S. Coburn is the President and Chief Executive Officer of Coburn Financial. David joined his father, Barry M. Coburn, and his grandfather, Robert B. Coburn, the founder of Coburn Financial, in 1984. David transitioned into the role of the President and CEO in 2013.
Martin S. Bodner is the Executive Vice President of Coburn Financial. In addition to playing a role on our management team, Martin is a Principal of our firm, coupled with running his own practice.
Leslie E. Archambault is committed to providing exceptional administrative and client support. Her eye for detail and technical skills are evident in everything she does for Coburn Financial.
Penny G. Nasiatka manages the back-office operations for our Simsbury, CT team. She oversees client requests such as asset movements, security transfers, trade reconciliations, and account inquiries.
Sean is a Principal Officer at Coburn Financial Corporation. With a career spanning forty years in the investment management industry, including twenty-five with Coburn, Sean has built a reputation as an advocate for his clients and colleagues.
I support our growth by overseeing all teams under the Integrated umbrella.
I support our growth by working with individual advisors and teams of advisors to customize their clients’ portfolios, asset allocations, and portfolio implementations to fulfill unique needs and circumstances.
I support our growth by providing full-service marketing programs that empower our Integrated advisors as they establish their thriving practices.
I support our growth by helping financial advisors build strong and profitable relationships with professional partners. Conversely, I help professional partners to incorporate financial services into their practice offerings and implement Integrated’s dynamic co-source model.
I support our growth on many levels as the President of Integrated. In this role, I oversee the day-to-day operations, manage budgets, and drive the firm’s key objectives to ensure the consistent and healthy growth of our organization.
I support our growth by providing leadership to the “back office” for case design, preparation, consulting and implementation. As a resource to our advisors, I help determine which product to use and when. Even experienced advisors value another set of eyes on a case.
I support our growth by… providing specialist knowledge, insight, and access to life insurance strategies and products.
I support our growth by overseeing recruiting initiatives within our organization. Using my deep bench knowledge of our industry, I apply a consultative approach in assisting advisors in assessing their business model options.
I support our growth by tapping into my expertise serving the high net worth and business owner markets, and incorporating those into our other initiatives.
