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Larry D. Coats, Jr.
President and Chief Executive Officer
Sr. Portfolio Manager
Co-Manager, Oak Value Fund
President, Oak Value Trust
Larry D. Coats, Jr., President & Chief Executive Officer, has spent much of his career pursuing and implementing the disciplined investment approach Oak Value executes for clients. He dedicates most of his time to investment research and portfolio decision making and maintains oversight responsibility for the various functional areas of the firm.
Larry is a member of the firm's decision making Investment Committee, serves on Oak Value's Board of Directors and is one of the Co-Managers of the Oak Value Fund. He is also President of the Board of Trustees of the Oak Value Trust and serves on the boards of several charitable organizations.
Larry joined Oak Value in 1994 after beginning a successful career in the investment business in 1986 with Carolina Securities, Thomson McKinnon, and Legg Mason Wood Walker. He began his professional career performing business and systems analysis as a Senior Consultant at Arthur Andersen (the predecessor to consulting firm Accenture) in Charlotte, North Carolina in 1983. Larry received his BS and MBA degrees in 1981 and 1983 from the University of South Carolina.
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