Jeff Kalapos
Directeur en chef des Investissements chez Coastal Bridge Advisors LLC
Postes actifs de Jeff Kalapos
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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 | - |
| Membre du Comité d'Investissement | 01/03/2014 | - | |
| Director of Investments | 01/03/2014 | - | |
| Gestionnaire de Portefeuille-Actions | 01/03/2014 | - | |
| Corporate Officer/Principal | - | - |
Historique de carrière de Jeff Kalapos
Formation de Jeff Kalapos
| University of Connecticut | Masters Business Admin |
| University of Rhode Island Graduate School | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Chief Investment Officer | 1 |
| Investment Committee Member | 1 |
| Director of Investments | 1 |
Sectorielle
| Consumer Services | 3 |
| Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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 |
- Bourse
- Insiders
- Jeff Kalapos
- Expérience
