Johnson Investment Counsel


Dale H. Coates, CFA

Vice President, Institutional Portfolio Manager, Principal

Johnson Institutional Management, Cincinnati

Dale has been a part of the Johnson Investment Counsel family since 1989, and is currently Vice President, Institutional Management in Cincinnati, Ohio. He holds the Chartered Financial Analyst (CFA) designation. He lives in Anderson Township with his wife Jenni.


Miami University, B.S. Finance & Economics

Community Involvement:

Christian Benevolent Association Foundation,
    Board Chair
    Finance Committee Chair
Mason Christian Village,
    Board Member
Parkside Christian Church,

Memberships & Affiliations:

CFA Society Cincinnati, Past President