Jeff Kalapos
Chief Investment Officer bij Coastal Bridge Advisors LLC
Actieve functies van Jeff Kalapos
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Chief Investment Officer | 01-06-2023 | - |
| Lid van de Investeringscommissie | 01-03-2014 | - | |
| Director of Investments | 01-03-2014 | - | |
| Portefeuillebeheerder-Aandelen | 01-03-2014 | - | |
| Corporate Officer/Principal | - | - |
Loopbaan van Jeff Kalapos
Opleiding van Jeff Kalapos
| University of Connecticut | Masters Business Admin |
| University of Rhode Island Graduate School | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Chief Investment Officer | 1 |
| Investment Committee Member | 1 |
| Director of Investments | 1 |
Sectoraal
| Consumer Services | 3 |
| Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
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