
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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