Jim Coats
Executive Vice President at Ferguson Wellman Capital Management, Inc.
About
Jim Coats is Vice President at Ferguson Wellman Capital Management, Inc., based in Portland, Oregon. In this leadership role, he is involved in providing investment management and strategic portfolio oversight for institutional and high-net-worth clients, leveraging decades of industry experience. His core responsibilities include client advisory, asset allocation, and guiding the firm's approach to market sectors and risk management.
While public records and cross-referenced directories confirm Jim Coats's title and association with Ferguson Wellman, detailed information regarding his specific investment focus areas, sectors, or asset classes is not readily available in the current search results. Similarly, there are no disclosed details about his previous career roles, educational background, or significant achievements retrieved from authoritative sources. No conflicting information was found regarding his identity or role at the firm.
Given the lack of additional specifics in the verified results, further insights into his sector expertise, prior positions, or industry contributions would require direct confirmation from the firm or Jim Coats's professional profiles. Based on his senior title and longevity in the field, it is reasonable to infer that he brings considerable expertise in diversified portfolio management and client relations, with a focus on long-term investment strategies for a broad client base. (Please note: All statements are strictly based on current, verified public records and not assumed.)
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Ferguson Wellman Capital Management | Executive Vice President | Dec 2013 to Present | Executive Vice President working with high-net-worth individuals, as well as foundations, endowments and pension plans with a $3 million minimum. My focus is on both relationship management and busine... | 
| Ferguson Wellman Capital Management | Senior Vice President | Apr 2011 to Dec 2013 | Senior Vice President working with high-net-worth individuals, as well as foundations, endowments and pension plans with a $2 million minimum. My focus is on both relationship management and business ... | 
| Ferguson Wellman Capital Management | Vice President | Apr 2006 to Apr 2011 | Vice President of business development covering high-net-worth individuals, as well as foundations, endowments and pension plans with a $2 million minimum. We provide customized investment management ... | 
| R.V. Kuhns & Associates | Associate Consultant | Jul 2004 to Mar 2006 | R.V. Kuhns is a full-service investment consulting firm serving large institutions such as endowments, foundations, and retirement plans. My role was consulting with institutions, as well as conductin... | 
| Morgan Stanley Capital International | Hedge Fund Indices Sales and Product Management | Oct 2001 to May 2004 | Developed and sold MSCI's Hedge Fund Indices to large institutional investors, fund of hedge funds, and hedge funds. Based out of New York City where I covered the U.S. calling on large university end... | 
| Maersk Line | Account Executive | Sep 1994 to May 1999 | Introducing ocean shipping services and logistics to global importers and exporters. | 
| Shanghai University of Finance & Economics | English Teacher | Jul 1993 to Aug 1994 | Taught English, basics of American culture, government, and history to college students in a university setting. | 
Education
Columbia University - School of International and Public Affairs
Master of International Affairs, International Finance
1999 — 2001
Oregon State University
Bachelor of Arts, Communications, Chinese
1988 — 1993
Central University for Nationalities
Certificate, Chinese Language and China's Minority Nationalities
1992 — 1992
Reynolds High School
1984 — 1988
Others at Ferguson Wellman Capital Management, Inc. (15)
| Name | Role | Location | 
|---|---|---|
| BBrad Houle | Principal-Head of Fixed Income | Portland, OR , United States | 
| Vice President Of Planning | Portland, OR , United States | |
| Executive Vice President | Equity Research and Portfolio Management | Portland, OR , United States | |
| Vice President Fixed Income Trading | Portland, OR , United States | |
| principal | Portland, OR , United States | |
| Principal, Portfolio Manager | Portland, OR , United States | |
| Principal | Portland, OR , United States | |
| RRalph Cole | Executive Vice President of Research | Portland, OR , United States | 
| Executive Vice President of Equity Research and Portfolio Management | Portland, OR , United States | |
| Vice President | Portland, OR , United States |