Jeff Coe

Portfolio Manager-Equities at

Neville, Rodie & Shaw, Inc.

71 year

Finance

Consumer Services

Profile

Mr. Jeffrey N.
Coe is a Vice President at Neville, Rodie & Shaw, Inc. He has over 25 years of investment experience.
In his role as an Investment Advisor, he works closely with families and individuals to help them achieve their wealth management goals and investment objectives.
Prior to joining the firm in 2011, Mr. Coe was a Managing Director at Atlantic Trust Co., where he was responsible for managing portfolios for individuals and select institutional accounts.
He also held positions as a Managing Director at Whitehall Asset Management, where he was a member of the investment policy committee, and as a Senior Vice President at Campbell Advisors.
Mr. Coe received his Bachelor of Arts degree from Middlebury College in 1978 and a Master of Business Administration degree from Columbia University in 1983.

Jeff Coe active positions

Companies	Position	Start
Neville, Rodie & Shaw, Inc. Neville, Rodie & Shaw, Inc. Investment ManagersFinance NRS aims to provide superior investment management based on informed awareness of each client's financial resources, objectives, and capacity for risk. Portfolios are separately managed, taking into account all relevant factors. Equities form the cornerstone of their philosophy, based upon the firm's conviction that stocks offer the best long-term potential for building wealth and enhancing purchasing power. They recognize the need for stability and current income for many clients, and they complement their core equity holdings with quality fixed-income instruments of varying maturities.	Portfolio Manager-Equities	2011-08-31

All active positions of Jeff Coe

Former positions of Jeff Coe

Companies	Position	End
Campbell Advisors, Inc. Campbell Advisors, Inc. Investment ManagersFinance Provides investment advisory services	Corporate Officer/Principal	-
Atlantic Trust Co., NA (Massachusetts) Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Operates as a nationally chartered commercial bank	Corporate Officer/Principal	-
Whitehall Asset Management, Inc. Whitehall Asset Management, Inc. Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-

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Training of Jeff Coe

Experiences
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Linked companies

Private companies	6
Whitehall Asset Management, Inc. Whitehall Asset Management, Inc. Investment ManagersFinance Provides investment advice	Finance
Neville, Rodie & Shaw, Inc. Neville, Rodie & Shaw, Inc. Investment ManagersFinance NRS aims to provide superior investment management based on informed awareness of each client's financial resources, objectives, and capacity for risk. Portfolios are separately managed, taking into account all relevant factors. Equities form the cornerstone of their philosophy, based upon the firm's conviction that stocks offer the best long-term potential for building wealth and enhancing purchasing power. They recognize the need for stability and current income for many clients, and they complement their core equity holdings with quality fixed-income instruments of varying maturities.	Finance
Campbell Advisors, Inc. Campbell Advisors, Inc. Investment ManagersFinance Provides investment advisory services	Finance
Atlantic Trust Co., NA (Massachusetts) Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Operates as a nationally chartered commercial bank	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Middlebury College Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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