Jim Coats Email and Phone Number

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.

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.

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.

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.

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.

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

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