Our Team: John Coates, CFA

John Coates, CFA

Senior Relationship Manager

Industry Experience: 27 years

Education: BS, Florida State University; MBA, Florida Atlantic University

John is a senior relationship manager for PNC Capital Advisors located in Ft. Lauderdale, Florida. He is responsible for the coordination and delivery of investment solutions for institutional clients including public entities, corporations, defined benefit plans, charitable organizations, endowments and foundations. Key responsibilities include maintaining relationships with existing clients by serving as the single point of contact for all matters related to their portfolios in accordance with client investment objectives as well as supporting the development of new business relationships. Prior to joining PNC in 2015, John was a Portfolio Manager with Franklin Templeton Investments where he co-managed both global equity and global fixed income portfolios. An additional role he held while at the firm was Director of Portfolio Analytics for the Templeton Separately Managed Accounts team. John has been a guest speaker at numerous investment and economic forums, which have included the Florida Chamber of Commerce economic summits and CFA Society of South Florida. John also holds the Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst designations. He is also a member of the CFA Society of South Florida. He is also a member of Class XXXVIII of Leadership Broward, CFA Society of South Florida and CAIA Miami.

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