James A. Coats
Executive Vice President
Jim Coats serves as a portfolio manager for institutional clients concentrated in Portland, Vancouver, Spokane and Boise.
Coats joined the firm in 2006 after serving as an associate consultant for R.V. Kuhns & Associates in Portland, Oregon. Upon completing a master’s degree with a concentration in international finance from Columbia University in 2001, Coats joined Morgan Stanley Capital International in New York City as a hedge fund index product manager and business development associate.
Coats graduated from Oregon State University with a B.A. in communications and a minor in Chinese. During his undergraduate studies, he studied at the Beijing University of Minority Nationalities and later taught English at the Shanghai University of Finance and Economics. Coats currently serves on the Board of Directors for the Oregon State University Alumni Association and is also the chair of the Investment Committee. He is past treasurer of Boys & Girls Club of Portland. Coats and his wife, Melinda, enjoy spending time with their two children and cheering on the Oregon State Beavers.