CoverProfile

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

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