Northern Trust Strengthens Foundation & Institutional Advisors Practice in the Southeast
12 Junio 2024 - 9:00AM
Business Wire
Northern Trust announced today that John Coates has joined the
Foundation & Institutional Advisors (FIA) practice as Senior
Vice President, Senior Portfolio Advisor in Miami, where he will
provide investment solutions to the firm’s foundation, endowment
and institutional nonprofit clients.
John was most recently a Senior Portfolio Advisor for PNC
Institutional Asset Management for nine years where he also managed
nonprofit and corporate client relationships. He provided thought
leadership, education and insights on their investment and
retirement assets. Prior to PNC, he was a Portfolio Manager with
Franklin Templeton Investments where he co-managed both global and
international equity separately managed accounts. Earlier in his
tenure at Franklin Templeton, he was also a Portfolio Manager with
the Templeton Global Bond Managers team where he managed short
duration global fixed income mutual funds. Under his management,
the funds achieved first quartile performance rankings with their
respective S&P Micropal peer group universe.
“John brings a strong global investment management background,
with a deep understanding of multiple asset classes, gained from
nearly 30 years of experience in the investment industry,” said
Darius A. Gill, National Practice Executive for FIA.
“We are looking forward to John’s expertise in designing and
implementing investment plans for our clients across the
Southeast,” said Gill. “His appointment will assist our team as we
continue to accelerate the growth of our institutional nonprofit
business across the region.”
John graduated with a MBA from Florida Atlantic University and a
bachelor’s degree in Finance and Management from Florida State
University. He holds the Chartered Financial Analyst (CFA) and
Chartered Alternative Investment Analyst (CAIA) designations. He is
a member of the CFA Society of Miami and South Florida as well as
CAIA Miami. He completed Leadership Broward leadership development
program and co-leads the Socially Good Committee.
Northern Trust’s Foundation & Institutional Advisors
(FIA) group serves nonprofit organizations through
sophisticated investment management solutions, strategic insights
and world-class resources. FIA provides investment advice, asset
servicing and related services to help nonprofit organizations
achieve financial and philanthropic goals, collaborating with board
and investment committee members to assist with investment
oversight. More information about Northern Trust Foundation and
Institutional Advisors can be found at
www.northerntrust.com/FIA.
Northern Trust Wealth Management offers holistic wealth
management services for affluent individuals and families, family
offices, foundations and endowments, and privately held businesses.
It is recognized for its innovative technology, service excellence
and depth of expertise, with $420.6 billion in assets under
management as of March 31, 2024. The Northern Trust Company is an
Equal Housing Lender. Member FDIC.
About Northern Trust
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider
of wealth management, asset servicing, asset management and banking
to corporations, institutions, affluent families and individuals.
Founded in Chicago in 1889, Northern Trust has a global presence
with offices in 24 U.S. states and Washington, D.C., and across 22
locations in Canada, Europe, the Middle East and the Asia-Pacific
region. As of March 31, 2024, Northern Trust had assets under
custody/administration of US$16.5 trillion, and assets under
management of US$1.5 trillion. For more than 130 years, Northern
Trust has earned distinction as an industry leader for exceptional
service, financial expertise, integrity and innovation. Visit us on
northerntrust.com. Follow us on X (formerly Twitter) @NorthernTrust
or Northern Trust Corporation on LinkedIn.
Northern Trust Corporation, Head Office: 50 South La Salle
Street, Chicago, Illinois 60603 U.S.A., incorporated with limited
liability in the U.S. Global legal and regulatory information can
be found at https://www.northerntrust.com/terms-and-conditions.
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version on businesswire.com: https://www.businesswire.com/news/home/20240612659593/en/
Landis Cullen 312-444-3188 LC332@ntrs.com
http://www.northerntrust.com
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