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Jeff Kalapos
Chief Investment Officer bij
Coastal Bridge Advisors LLC
Profiel
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.
Actieve functies van Jeff Kalapos
| Bedrijven | Functie | Begin |
|---|---|---|
Coastal Bridge Advisors LLC
 Coastal Bridge Advisors LLC Investment ManagersFinance CBA provides close consultation and consideration of their clients’ goals and risk tolerance before reaching a mutual decision with the client on how best to seek to build and preserve their wealth. The firm follows a rigorous and disciplined process and seeks to leverage high-quality investment products and providers to create a diversified portfolio aimed at meeting their clients’ objectives. | Chief Investment Officer | 01-06-2023 |
Opleiding van Jeff Kalapos
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
59
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
University of Connecticut
 University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Coastal Bridge Advisors LLC
Coastal Bridge Advisors LLC Investment ManagersFinance CBA provides close consultation and consideration of their clients’ goals and risk tolerance before reaching a mutual decision with the client on how best to seek to build and preserve their wealth. The firm follows a rigorous and disciplined process and seeks to leverage high-quality investment products and providers to create a diversified portfolio aimed at meeting their clients’ objectives. | Finance |
University of Rhode Island Graduate School
 University of Rhode Island Graduate School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
