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Jim Coats

Executive Vice President at Ferguson Wellman Capital Management, Inc.

Portland, OR , United States

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

OrganizationRoleDate RangeDetails
Ferguson Wellman Capital ManagementExecutive Vice PresidentDec 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 ManagementSenior Vice PresidentApr 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 ManagementVice PresidentApr 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 & AssociatesAssociate ConsultantJul 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 InternationalHedge Fund Indices Sales and Product ManagementOct 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 LineAccount ExecutiveSep 1994 to May 1999
Introducing ocean shipping services and logistics to global importers and exporters.
Shanghai University of Finance & EconomicsEnglish TeacherJul 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)

NameRoleLocation
B
Brad Houle
Principal-Head of Fixed IncomePortland, OR , United States
Casia Chappell
Casia Chappell
Vice President Of PlanningPortland, OR , United States
Jason Norris
Jason Norris
Executive Vice President | Equity Research and Portfolio ManagementPortland, OR , United States
Joe Brooks
Joe Brooks
Vice President Fixed Income TradingPortland, OR , United States
Marc Fovinci
Marc Fovinci
principalPortland, OR , United States
Mark Kralj
Mark Kralj
Principal, Portfolio ManagerPortland, OR , United States
Nathan Ayotte
Nathan Ayotte
PrincipalPortland, OR , United States
R
Ralph Cole
Executive Vice President of ResearchPortland, OR , United States
Shawn Narancich
Shawn Narancich
Executive Vice President of Equity Research and Portfolio ManagementPortland, OR , United States
Danielle Hart
Danielle Hart
Vice PresidentPortland, OR , United States
Showing 1-10 of 15 team members