Jeff Coe
Portfolio Manager-Equities at Neville, Rodie & Shaw, Inc.
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 Neville, Rodie & Shaw, Inc. (NRS) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1933 and is wholly-owned by its active employees. NRS provides investment management services to individuals, including high net-worth individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans and other corporations and institutions. | Portfolio Manager-Equities | 2011-08-31 |
Former positions of Jeff Coe
| Companies | Position | End |
|---|---|---|
Campbell Advisors, Inc.
 Campbell Advisors, Inc. Investment ManagersFinance Campbell Advisors, Inc. provides investment advisory services. The private company is based in New York, NY. | Corporate Officer/Principal | - |
Atlantic Trust Co., NA (Massachusetts)
 Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Corporate Officer/Principal | - |
| Whitehall Asset Management, Inc. | Corporate Officer/Principal | - |
Training of Jeff Coe
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Middlebury College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
| Whitehall Asset Management, Inc. | Finance |
Campbell Advisors, Inc.
Campbell Advisors, Inc. Investment ManagersFinance Campbell Advisors, Inc. provides investment advisory services. The private company is based in New York, NY. | Finance |
Neville, Rodie & Shaw, Inc.
Neville, Rodie & Shaw, Inc. Investment ManagersFinance Neville, Rodie & Shaw, Inc. (NRS) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1933 and is wholly-owned by its active employees. NRS provides investment management services to individuals, including high net-worth individuals, trusts, charitable organizations, foundations, endowments, qualified retirement plans and other corporations and institutions. | Finance |
Atlantic Trust Co., NA (Massachusetts)
Atlantic Trust Co., NA (Massachusetts) Major BanksFinance Atlantic Trust Co., NA is a nationally chartered commercial bank. The company is based in Boston, MA. | Finance |
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