Jeff Kalapos
Chief Investment Officer bei Coastal Bridge Advisors LLC
Aktive Positionen von Jeff Kalapos
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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 | - |
| Mitglied des Investmentausschusses | 01.03.2014 | - | |
| Director of Investments | 01.03.2014 | - | |
| Portfolio Manager-Aktien | 01.03.2014 | - | |
| Corporate Officer/Principal | - | - |
Karriereverlauf von Jeff Kalapos
Ausbildung von Jeff Kalapos
| University of Connecticut | Masters Business Admin |
| University of Rhode Island Graduate School | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Chief Investment Officer | 1 |
| Investment Committee Member | 1 |
| Director of Investments | 1 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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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