Longtime Boston Financial Executive Bill Coke

Bill Coke, a Massachusetts native, has held executive responsibilities with J.P. Morgan (previously the acquired Bear Stearns) for more than two decades. He provides clients of high net worth with personalized wealth management services and also undertakes institutional investments. Bill Coke advises clients on investment allocations that include real estate, equities, commodities, fixed income, and alternatives. His experience extends to advising corporate executives on ways of monetizing illiquid holdings through executing restricted stock transactions and public company control.

Mr. Coke’s client-focused services are backed by the global institutional money management resources of J.P. Morgan. He has extensive experience working with middle-market pension plans, as well as money managers and private equity firms. Prior to joining Bear Stearns, he held investment manager responsibilities with Shearson Lehman/American Express. Bill Coke began his career as a General Reinsurance corporate officer, with a focus on the evaluation and underwriting of Fortune 500 enterprises’ casualty and commercial property risks.