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

More profiles to browse

Profile Photo
David James
Managing Director
JK
Jeff Kalapos
Chief Investment Officer
KB
Kevin Burns
Founding Partner
MK
Michael Kazakewich
Partner & Advisor

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC