Jeff Kalapos
Directeur en chef des Investissements chez Coastal Bridge Advisors LLC
Profil
Mr. Jeffrey Z.
Kalapos, CFA MBA, is a Chief Investment Officer at Coastal Bridge Advisors LLC.
He chairs the Investment Committee.
Formerly Director of Investment Services at the firm, Mr. Kalapos shapes the firm's investment strategy, manages external manager relationships, and has a role in promoting Coastal Bridge to the broader community it serves.
Prior to joining Coastal Bridge Advisors, Mr. Kalapos worked at the Royal Bank of Scotland, where he rose over the years to the position of Vice President and Credit Strategist.
He began his career at Merrill Lynch.
He earned his MBA from the University of Connecticut and a Bachelor of Science from the University of Rhode Island with a major in Finance.
Postes actifs de Jeff Kalapos
| Sociétés | Poste | Début |
|---|---|---|
Coastal Bridge Advisors LLC
 Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Directeur en chef des Investissements | 01/06/2023 |
Formation de Jeff Kalapos
| University of Connecticut | Masters Business Admin |
| University of Rhode Island Graduate School | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Coastal Bridge Advisors LLC
Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
