Northern Trust announced on Wednesday that John Coates has joined Foundation & Institutional Advisors (FIA) as Senior Vice President and Senior Portfolio Advisor in Miami, where he will provide investment solutions to the firm’s foundation, endowments, and non-profit institutional clients.
Coates was a Senior Portfolio Advisor for PNC Institutional Asset Management for nine years, where he also managed relationships with corporate and non-profit clients, providing “intellectual leadership, training, and insights on their investment and retirement assets,” according to the statement.
Before PNC, he was a Portfolio Manager at Franklin Templeton Investments, where he co-led global and international equity SMA accounts.
Earlier at Franklin Templeton, he was also a portfolio manager with the Templeton Global Bond Managers team, where he managed global short-duration fixed income mutual funds. Under his management, the funds achieved first-quarter performance rankings within their respective S&P Micropal universe, the statement adds.
“John brings extensive experience in global investment management, with deep knowledge of multiple asset classes, acquired over nearly 30 years in the investment industry,” said Darius A. Gill, National Practice Executive of FIA.
Coates holds an MBA from Florida Atlantic University and a bachelor’s degree in Finance and Management from Florida State University. He holds CFA and CAIA certifications. He is a member of the CFA Society of Miami and South Florida, as well as CAIA Miami. He completed the Leadership Broward leadership development program and co-chairs the Socially Good Committee.
For Marcelo Soba