Jim Coats Email & Phone Number

Portland, Oregon Area

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 business development. We provide customized investment management through separately managed accounts. Most of our investment strategies are managed in-house using individual securities. In addition, I have investment responsibilities as a member of our alternative investments team.

Portland, Oregon Area

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 development. We provide customized investment management through separately managed accounts. Most of our investment strategies are managed in-house using individual securities. In addition, I have investment responsibilities as a member of our alternative investments team.

Portland, Oregon Area

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 through separately managed accounts. Most of our investment strategies are managed in-house using individual securities. In addition, I work with institutional clients as a relationship manager, and I have investment responsibilities as a member of our alternative investments team.

Portland, Oregon

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 conducting hedge fund research. Consulting includes investment manager recommendations, asset allocation studies, and writing and recommending investment policy. Hedge fund research involves monitoring and performing due diligence on fund of hedge fund managers.

Greater New York City Area

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 endowments, top fund of hedge fund managers, and large, public pension plans.

Greater Seattle Area

Introducing ocean shipping services and logistics to global importers and exporters.

Shanghai, China

Taught English, basics of American culture, government, and history to college students in a university setting.

Master Of International Affairs, International Finance

Activities and Societies: Active member of Columbia's East Asian Institute.Studied international finance & economics; global capital.

Bachelor Of Arts, Communications, Chinese

Activities and Societies: Men's Varsity Soccer Team, Beta Theta Pi FraternityStudied abroad in Beijing (1992). Taught English in Shanghai.

Certificate, Chinese Language And China'S Minority Nationalities

Full-time intensive Chinese Language instruction. Also, studied the culture and history of minority nationalities of China. Field study.

Education record