Managing Director and Financial Advisor
JP Morgan Securities
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Beyond his position as managing director and financial advisor at the Boston, Massachusetts, office of J.P. Morgan Securities, Bill Coke works to maintain the quality of services and instruction provided by local secondary education institutions. Utilizing his depth of experience in financial management, he has he… Read More
Beyond his position as managing director and financial advisor at the Boston, Massachusetts, office of J.P. Morgan Securities, Bill Coke works to maintain the quality of services and instruction provided by local secondary education institutions. Utilizing his depth of experience in financial management, he has helped administer funds for Lawrence Academy in Groton, Massachusetts, as a two-term member of the Board of Trustees. Furthermore, at Brooks School in North Andover, Massachusetts, Bill Coke has served on both the Parents Council and the Headmasters Council.

Before beginning his career, Mr. Coke attended the University of Massachusetts, where he earned a BA in business and finance. As founding board governor of the University of Massachusetts Club in Boston, he has for nearly 10 years helped sustain an institution that provides a forum for the exchange of ideas between the alumni, faculty, and staff of the university.

In his current position with J.P. Morgan Securities, Bill Coke provides comprehensive investment management, including planning, portfolio management, and asset allocation. Among the clientele he advises are corporate executives and high-net-worth individuals, as well as institutional clients, such as endowments and foundations. Supported by J.P. Morgan’s broad assortment of money management services, Mr. Coke possesses the tools to navigate the obstacles of ever-shifting markets and help clients build diversified portfolios customized to achieve their financial goals. Read Less
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