The best opportunities are rarely created in isolation. They emerge when thoughtful leaders, innovative ideas, and the right resources come together.
For more than three decades, I've worked at the intersection of finance, philanthropy, healthcare, and nonprofit leadership—bringing together financial advisors, philanthropists, nonprofit leaders, investment professionals, and institutions to create partnerships that deliver lasting impact.
Let's Start the Conversation →COFFEY Exchange brings together thoughtful leaders, innovative ideas, and meaningful relationships to create opportunities that accelerate impact.
My work is built on creating the relationships, conversations, and strategic partnerships that transform generosity into lasting impact.
Serving as a strategic thought partner to boards, CEOs, founders, philanthropists, and mission-driven organizations navigating important opportunities, partnerships, and growth.
Engaging conversations that challenge perspectives and inspire action at events, conferences, podcasts, and retreats.
Access to a trusted network of leaders, organizations, and opportunities aligned with purpose and impact.
Exclusive discussions that connect leaders across sectors to explore ideas, emerging opportunities, challenges, and future trends.
Throughout my career, I've brought together people, ideas, and capital to create opportunities that would not have existed otherwise.
From venture philanthropy to global giving, from financial institutions to mission-driven organizations, my work has always been centered on one belief: extraordinary outcomes emerge when the right people come together.
One experience that profoundly shaped my thinking was creating what is believed to be the first venture philanthropy fund within a major academic medical center. By bringing together visionary philanthropists, investment professionals, scientific leadership, and a shared commitment to innovation, the fund raised more than $120 million during its 18-month fundraising period to accelerate promising cancer research.
I work with a small number of organizations and leaders each year, allowing me to invest deeply in every engagement.
Who I work with: Boards · Financial Advisors & Institutions · Philanthropists & Families · Mission-Driven Organizations · Foundations & Institutions
By invitation.
Additional cities in development.
Conversations from the page, in audio form.
Coming 2027.
Essays on philanthropy, leadership, generosity, and the relationships that create lasting impact.
First essays coming Fall 2026.
Whether you're exploring board leadership, a new philanthropic initiative, seeking trusted counsel, planning a leadership conversation, or looking to create meaningful partnerships, I'd welcome the opportunity to connect.