John P. Coates
OCIO/Institutional Investment Advisor & Global Investment Portfolio Manager
- Role
- SVP Senior Portfolio Advisor at Northern Trust
- Location
- Miami-Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About John P. Coates
Investment management professional with 20+ years of industry experience who is…
Experience
SVP Senior Portfolio Advisor
May 2024 — Present · Miami-Fort Lauderdale, FL, US
SVP/Senior Portfolio Advisor for Northern Trust\'s Foundations & Institutional Advisors (FIA) National Practice Group. We specialize in working with foundations, endowments, healthcare, higher education, and pension plans in an Outsourced Chief Investment Officer (OCIO) model. It is a high touch approach as we seek to become a long-term partner with our client organizations. Our goal is to navigate the investment markets, bring best practices for fiduciary oversight to the organization, give insight into operating efficiencies and help with an organization’s fundraising success. We lead, manage, and customize solutions for an organization’s investable assets to be able to meet both current and future demands and execute their unique corporate mission into perpetuity. In addition, we also strive to add value in the areas of impact investing and balance sheet optimization.
Education
Broward College
Associate of Arts - AA
Florida State University - College of Business
BA
Florida Atlantic University
MBA
Skills
- Investment Strategies
- Separately Managed Accounts
- Asset Management
- Investment Management
- Capital Markets
- Global Strategy
- Advent Axys
- Financial Modeling
- Bloomberg
- Bonds
- Currency
- Portfolio Management
- Factset
- Equities
- Asset Allocation
- Mutual Funds
- Foreign Exchange
- Fixed Income
- Investments
- Equity Research
- Hedge Funds
- Derivatives
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