About Bill Coke
As a J.P. Morgan managing director and financial advisor, Bill Coke offers his clients services encompassing portfolio management and asset allocation. He leverages more than 25 years of industry experience to fulfill the financial planning needs of diverse clients, including high-net-worth individuals, foundations, institutions, and endowments. Bill Coke engages closely with clients in tailoring strategies to specific risk tolerances and objectives and employs a full range of asset classes, from real estate to fixed-income products.
Mr. Coke earned his bachelor’s in business and finance at the University of Massachusetts, Amherst. He began his career in the 1980s with Shearson Lehman/American Express and General Reinsurance. His responsibilities with the latter firm involved casualty and commercial property underwriting for leading corporations. In his current position since 1991, he has engaged in managing a variety portfolios, fixed income, equities, private equity and hedge fund alternatives. He has helped clients successfully weather market volatility. Bill Coke also serves as UMass Club founding board governor and has been active on the Brooks School Parents Council in North Andover.
Mr. Coke earned his bachelor’s in business and finance at the University of Massachusetts, Amherst. He began his career in the 1980s with Shearson Lehman/American Express and General Reinsurance. His responsibilities with the latter firm involved casualty and commercial property underwriting for leading corporations. In his current position since 1991, he has engaged in managing a variety portfolios, fixed income, equities, private equity and hedge fund alternatives. He has helped clients successfully weather market volatility. Bill Coke also serves as UMass Club founding board governor and has been active on the Brooks School Parents Council in North Andover.