Frank J. Coates
Directeur/Bestuurslid bij Blackstone Alternative Alpha Fund
Profiel
Frank J.
Coates is the founder of Coates Analytics Group LP, which was founded in 2003.
He held the title of Chief Executive Officer in 2007.
He is also the founder of Wheelhouse Analytics LLC, which was founded in 2010.
He held the title of Chief Executive Officer & Managing Partner.
Mr. Coates currently holds the position of Director at Gladstone Technology Partners LLC.
He also serves as a Trustee at Blackstone Alternative Alpha Fund since 2012.
In the past, Mr. Coates worked as an Executive Managing Director at Envestnet, Inc. from 2016 to 2021.
He also served as a Lieutenant in The United States Army (District of Columbia) from 1986 to 2000.
Mr. Coates obtained his undergraduate degree from Siena College in 1986.
Actieve functies van Frank J. Coates
| Bedrijven | Functie | Begin |
|---|---|---|
Blackstone Alternative Alpha Fund
 Blackstone Alternative Alpha Fund Investment Trusts/Mutual FundsMiscellaneous Blackstone Alternative Alpha Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek to earn long-term risk-adjusted returns. The company was founded on April 1, 2012 and is headquartered in New York, NY. | Directeur/Bestuurslid | 01-04-2012 |
Gladstone Technology Partners LLC
 Gladstone Technology Partners LLC Packaged SoftwareTechnology Services Gladstone Technology Partners LLC provides business intelligence platform. The company’s tools combine real industry experience, comprehensive data, and cutting-edge technology that allow financial advisors to measure, monitor, and maximize the value of their business. It serves the advisory firms, independent broker-dealers, money managers, and family offices. The company was founded by Daniel A. Kreuter and Paul T. Lally III in 2009 and is headquartered in Conshohoken, PA. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Frank J. Coates
| Bedrijven | Functie | Einde |
|---|---|---|
| ENVESTNET, INC. | Corporate Officer/Principal | 01-01-2021 |
Wheelhouse Analytics LLC
 Wheelhouse Analytics LLC Packaged SoftwareTechnology Services Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA. | Algemeen Directeur | 01-01-2016 |
Coates Analytics Group LP
 Coates Analytics Group LP Packaged SoftwareTechnology Services Part of Foreside Financial Group LLC, Coates Analytics Group LP is a company that provides web-based analytic tool software. The company is based in Chadds Ford, PA. Coates Analytics Group was acquired by PFPC Worldwide, Inc. on December 10, 2007. The company was founded by Frank J. Coates. | Oprichter | 01-01-2007 |
| The United States Army (District of Columbia) | Corporate Officer/Principal | 01-01-2000 |
Opleiding van Frank J. Coates
| Siena College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| ENVESTNET, INC. | Technology Services |
| Bedrijven in privébezit | 5 |
|---|---|
Coates Analytics Group LP
Coates Analytics Group LP Packaged SoftwareTechnology Services Part of Foreside Financial Group LLC, Coates Analytics Group LP is a company that provides web-based analytic tool software. The company is based in Chadds Ford, PA. Coates Analytics Group was acquired by PFPC Worldwide, Inc. on December 10, 2007. The company was founded by Frank J. Coates. | Technology Services |
Gladstone Technology Partners LLC
Gladstone Technology Partners LLC Packaged SoftwareTechnology Services Gladstone Technology Partners LLC provides business intelligence platform. The company’s tools combine real industry experience, comprehensive data, and cutting-edge technology that allow financial advisors to measure, monitor, and maximize the value of their business. It serves the advisory firms, independent broker-dealers, money managers, and family offices. The company was founded by Daniel A. Kreuter and Paul T. Lally III in 2009 and is headquartered in Conshohoken, PA. | Technology Services |
Blackstone Alternative Alpha Fund
Blackstone Alternative Alpha Fund Investment Trusts/Mutual FundsMiscellaneous Blackstone Alternative Alpha Fund is a non-diversified, closed-end management investment company. Its investment objective is to seek to earn long-term risk-adjusted returns. The company was founded on April 1, 2012 and is headquartered in New York, NY. | Miscellaneous |
| The United States Army (District of Columbia) | Government |
Wheelhouse Analytics LLC
Wheelhouse Analytics LLC Packaged SoftwareTechnology Services Wheelhouse Analytics LLC provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset managers and enterprises. Its solutions include distribution analysis, Wheelhouse ED, Admiral, and Builder. The company was founded by Todd A. Buck and Frank J. Coates in 2010 and is headquartered in West Chester, PA. | Technology Services |