
James Pratt-Heaney
Founding Partner
Coastal Bridge Advisors
United States, Connecticut, Westport
About Me
I am a founding Partner, Advisor, Chief Compliance Officer, and Chief Investment Advisor of Coastal Bridge Advisors. As Chief Compliance Officer, I oversee Coastal Bridge Advisors’ regulatory compliance initiatives. As Chief Investment Officer, I oversee the firm’s execution of investment strategies and risk management, in conjunction with the Firm’s Investment Committee.
Profile Information
Founding Partner
Coastal Bridge Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Westport
Connecticut
United States
May 16, 2024
More profiles to browse
KB
Kevin Burns
Founding Partner
JK
Jeff Kalapos
Chief Investment Officer

David James
Managing Director
Jeffrey Fuhrman
President
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC