Dale Coates, CFA

Dale Coates, CFA

Vice President & Portfolio Manager, Principal

Mr. Coates joined Johnson Asset Management in 1989 and serves as Vice President and Portfolio Manager.  Dale is also a Principal of the firm and is a member of our Fixed Income Strategy Team responsible for the management and oversight of all of our Fixed Income strategies.  He has over 37 years of industry experience including roles within Johnson as Director of Fixed Income and as a Private Client Portfolio Manager.  Dale currently serves on the Johnson Investment Counsel Shareholder Board and has previously served on the Executive Leadership Team in addition to our Equity Investment Committee.  Prior to joining the firm, Dale worked for Fifth Third Bank as a Senior Trust Investment Officer. 

Dale serves as Board Chairman and Finance Committee Chairman for the Christian Benevolent Association Foundation, a Board Member for the Christian Village Communities Board and is a past President of the CFA Society of Cincinnati.  Mr. Coates received a B.S. in Finance & Economics from Miami University and holds the Chartered Financial Analyst designation.