SOURCE: Motif Investing

Motif Investing

July 25, 2014 09:27 ET

Motif Investing Names Kelly Coffey, J.P. Morgan's Deputy CEO of U.S. Private Bank, as Board Observer

Company Expands Executive Team With CFO Shane Mulron and Andrea Lodzieski, VP of Marketing

SAN MATEO, CA--(Marketwired - Jul 25, 2014) - Motif Investing, a pioneer in low-cost, ideas-based investing, today announced the appointment of board observer Kelly Coffey, who is currently Deputy CEO of J.P. Morgan's U.S. Private Bank. Motif Investing also bolstered its senior management team and strengthened its presence in the online investment sector by naming Shane Mulron as Chief Financial Officer and Andrea Lodzieski as Vice President of Marketing.

In her role at J.P. Morgan, Coffey oversees 64 U.S. markets, manages client assets of more than $500 billion, and is a member of the Global Wealth Management Operating Committee -- the senior leadership group responsible for strategic matters within the Global Private Bank.

"I am excited to join the Motif Investing board and work with Hardeep and his exceptional team," said Kelly Coffey, Deputy CEO of J.P. Morgan's U.S. Private Bank. "Motif Investing is an amazingly innovative company and I look forward to sharing my experiences and contributing to the exciting future of this organization."

"We are fortunate to have a top J.P. Morgan executive, like Kelly, on our board, and look forward to working with her to innovate in the wealth management space," said Hardeep Walia, CEO and co-founder of Motif Investing. "I am also super excited about having Shane and Andrea join Motif and help guide the company through its next phase of growth."

New Motif CFO Shane Mulron, brings more than 18 years' experience at E*TRADE Financial in various senior finance roles including CFO of E*TRADE's Brokerage business. VP of Marketing Andrea Lodzieski, was most recently a Director of Consumer Marketing at eBay, where she drove consumer seller acquisition and engagement through various marketing channels and campaigns. Both bring a tremendous amount of knowledge and strategic value to the Motif Investing team, and will be instrumental in driving the company's vision. 

About Motif Investing
Motif Investing is an online broker that lets you invest in a world of big ideas. The company, based in Silicon Valley, is changing the face of online investing through an innovative, transparent social platform that allows individuals and investment advisors to invest in stock and bond portfolios built around everyday ideas and broad economic trends -- and even create brand-new motifs from scratch. Motif is a registered broker-dealer and a member of SIPC. The company's investors include Balderton Capital, Foundation Capital, Goldman Sachs, Ignition Partners, J.P. Morgan, Norwest Venture Partners, and Wicklow Capital. Board members include former SEC Chairman Arthur Levitt and former Wall Street executive Sallie Krawcheck. Learn more at

Investing in securities involves risk, including the possible loss of principal; individual investments or a collection of individual stocks such as motifs which are concentrated in an idea or theme may face increased risk of price fluctuation over more diversified holdings due to adverse developments within a particular industry or sector.