John P. Coates, CFA, CAIA

John P. Coates is a seasoned investment management professional with over 20 years of experience in the industry. He currently serves as a Senior Vice President and Senior Portfolio Advisor at Northern Trust, where he specializes in OCIO (Outsourced Chief Investment Officer) and institutional investment advisory services. His expertise encompasses portfolio management across global equities, fixed income, and foreign exchange, with a strong focus on fundamental stock research and macroeconomic perspectives for asset allocation.1

Coates has held various significant roles throughout his career, including a Senior Institutional Client Advisor at PNC and a Portfolio Manager at Franklin Templeton Investments. His background includes managing institutional and high-net-worth client portfolios, conducting stock research, and enhancing client service and marketing efforts.1

He holds an MBA in Finance from Florida Atlantic University and a BA in Finance and Management from Florida State University. Additionally, he is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA), which highlights his commitment to professional development in the investment field.1