Robert K. Coates

Fixed Income Specialist at Suncoast Equity Management LLC

Robert K. Coates

Robert K. Coates

Fixed Income Specialist at Suncoast Equity Management LLC

Overview
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Founder at RSW Investments LLC

Relationship likelihood: Strong

Senior Portfolio Manager at RSW Investments LLC

Relationship likelihood: Strong

Director of Business Development at RSW Investments LLC

Relationship likelihood: Average

Director of Municipal Research at RSW Investments LLC

Relationship likelihood: Average

Former Head of Municipal Trading at RSW Investments LLC

Relationship likelihood: Average

Research Analyst at Suncoast Equity Management LLC

Relationship likelihood: Average

Operations Associate at Suncoast Equity Management LLC

Relationship likelihood: Average

Senior Relationship Manager at Suncoast Equity Management LLC

Relationship likelihood: Average

Senior Relationship Manager at Suncoast Equity Management LLC

Relationship likelihood: Average

Senior Relationship Manager at Suncoast Equity Management LLC

Relationship likelihood: Average

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Robert K. Coates
Fixed Income Specialist at Suncoast Equity Management LLC
Education
Class of 1992

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. In 1853 the founders purchased a 379-acre tract of land on the shore of Lake Michigan 12 miles north of Chicago. They established a campus and developed the land near it, naming the surrounding town Evanston in honor of one of the University's founders, John Evans. After completing its first building, its first building in 1855, Northwestern began classes that fall with two faculty members and 10 students. Northwestern has three campuses and a total of 12 Schools and Colleges (one of which is located in South Florida. Two campuses are located on Lake Michigan, a 240-acre campus in Evanston, the first suburb north of Chicago, and a 25-acre campus in Chicago. One campus is located in Doha, Qatar. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment that transcends traditional academic boundaries. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth in a setting enhanced by the richness of Chicago.

Class of 1992

Indiana University is a major multi-campus public research institution, grounded in the liberal arts and sciences, and a world leader in professional, medical, and technological education. Indiana University’s mission is to provide broad access to undergraduate, graduate, and continuing education for students throughout Indiana, the United States, and the world, as well as outstanding academic and cultural programs and student services. Indiana University seeks to create dynamic partnerships with the state and local communities in economic, social, and cultural development and to offer leadership in creative solutions for 21st century problems. Indiana University strives to achieve full diversity, and to maintain friendly, collegial, and humane environments, with a strong commitment to academic freedom.

B.S. Degree in Finance
Career History
Fixed Income Specialist
Current

Suncoast Equity Management (SEM) seeks to help clients preserve and grow their capital through the selection of primarily individual large-cap equities. At a client's request, they may occasionally oversee a client's other investments including fixed income and mutual funds. SEM evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. SEM generally limits their money management to equities. They may use other securities to help diversify a portfolio when asked, such as government securities, fixed income, and mutual funds. SEM uses long-term trading and short term trading strategies. ^

Portfolio Manager
Prior

Allstate Insurance Co. provides insurance and financial services. It offers property, liability, life, reinsurance and commercial insurance services. The firm's clients include individuals, institutions and commercial organizations. The company was founded in 1931 and is headquartered in Dallas, TX.

Senior Portfolio Manager
2009 - 2015

RSW Investments seeks to maximize after-tax total rate of return by employing a methodical and disciplined investment approach that seeks to enhance wealth through superior yield curve positioning and optimal portfolio structure. They focus on capturing the yield of longer maturity debt, while embracing the volatility associated with intermediate-term bonds. The firm emphasizes the 10 to 15 year segment of the yield curve, investing primarily in high-quality premium coupon callable assets. RSW Investments rely on quantitatively-focused investment research and employ predetermined buy and sell strategies.

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$1 - $99
2009

DePauw University in Greencastle, Indiana, USA, is a private, national liberal arts college and School of Music with an enrollment of approximately 2,400 students. The school has a Methodist heritage and was originally known as Indiana Asbury University. DePauw is a member of both the Great Lakes Colleges Association and the North Coast Athletic Conference. The Society of Professional Journalists was founded at DePauw. DePauw is home to both the first modern-day sorority and the two longest continuously-running fraternities in the world.

$100 - $249
2008

DePauw University in Greencastle, Indiana, USA, is a private, national liberal arts college and School of Music with an enrollment of approximately 2,400 students. The school has a Methodist heritage and was originally known as Indiana Asbury University. DePauw is a member of both the Great Lakes Colleges Association and the North Coast Athletic Conference. The Society of Professional Journalists was founded at DePauw. DePauw is home to both the first modern-day sorority and the two longest continuously-running fraternities in the world.

$1 - $99
2007

DePauw University in Greencastle, Indiana, USA, is a private, national liberal arts college and School of Music with an enrollment of approximately 2,400 students. The school has a Methodist heritage and was originally known as Indiana Asbury University. DePauw is a member of both the Great Lakes Colleges Association and the North Coast Athletic Conference. The Society of Professional Journalists was founded at DePauw. DePauw is home to both the first modern-day sorority and the two longest continuously-running fraternities in the world.

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