Our Team: John Coates, CFA

John Coates, CFA

Senior Relationship Manager

Industry Experience: 26 years

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

John is a senior relationship manager who coordinates delivery of products and services to clients, with specialization in proprietary investment management products from PNC Capital Advisors. His key responsibilities include maintaining close relationships with existing clients as the single point of contact for all matters related to their portfolios and supporting new business opportunity development. John's client base includes foundation, endowments, corporate defined benefit plans and for profit companies across various industries. Prior to joining PNC in 2015, he 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 earned a Bachelor of Science degree in finance and management from Florida State University and a MBA from Florida Atlantic University. In addition, he is a CFA® charterholder and holds a Chartered Alternative Investment Analyst designation. He is 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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