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Bryce Coats, CAIA

Senior Portfolio Manager at U.S. Bank Private Wealth Management

Bryce Coats, CAIA, is a seasoned finance professional specializing in managing customized investment portfolios for high net worth individuals and multi-generational families. With a strong background in tax-efficient investment solutions, Bryce's expertise spans individual equities, fixed income, alternative investments, and various hedging strategies. Bryce's academic foundation includes a Bachelor's Degree in Business Administration/Finance from Seattle University. Previously, Bryce held key roles at renowned financial institutions, serving as a Senior Portfolio Manager at U.S. Bank Private Wealth Management, a Portfolio Manager for the PNW Region at Whittier Trust Company, and as a Product Specialist and Investor Relations professional at Madison Park Capital Partners, LLC.

Bryce Coats, CAIA
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Location

Seattle, Washington, United States