John A. Coleman, CFA®

John A. Coleman, CFA®

Analyst

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  • Timeline

  • About me

    Portfolio Manager / Alternative Investments Director/ Financial Advisor at Morgan Stanley

  • Education

    • Columbia University - Columbia Business School

      -
      MBA Investment Management

      Activities and Societies: Vice President, Columbia Investment Management Association Dean's Honor List

    • Georgetown University

      -
      BA, Cum Laude Economics, Spanish, Latin American Studies
  • Experience

    • AC Partners

      Jan 1994 - Jan 1994
      Analyst

      Trading Assistant at NYSE Specialist firm

    • CMJ Partners

      Jan 1995 - Jan 1999
      Associate

      Specialist, NYSE

    • Wagner Stott Mercator, LLC

      Jan 1999 - Jan 2001
      Vice President

      Specialist, NYSE

    • Bear Stearns & Co.

      Jan 2001 - Jan 2007
      Managing Director
    • Clean Value Partners

      Jan 2007 - Jan 2013
      Senior Equity Research Analyst
    • Longbow Capital Partners, L.P.

      Jan 2013 - Jan 2015
      Principal
    • Morgan Stanley

      Jan 2015 - now
      Portfolio Manager, Alternative Investments Director & Financial Advisor

      ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlNMLS# 1475836 Show less

    • Seton Hall University

      Aug 2019 - now
      Adjunct Professor of Economics

      Teaching Economics to Undergraduate Students

  • Licenses & Certifications

    • CFA®

      CFA® Institute
      Jan 2012