Jeff Kalapos
Director de Inversiones en Coastal Bridge Advisors LLC .
Cargos activos de Jeff Kalapos
| Empresas | Cargo | Inicio | 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. | Director de Inversiones | 01/06/2023 | - |
| Miembro del Comité de Inversión | 01/03/2014 | - | |
| Director of Investments | 01/03/2014 | - | |
| Gestor de Cartera-Acciones | 01/03/2014 | - | |
| Corporate Officer/Principal | - | - |
Historial de carrera de Jeff Kalapos
Formación de Jeff Kalapos.
| University of Connecticut | Masters Business Admin |
| University of Rhode Island Graduate School | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Chief Investment Officer | 1 |
| Investment Committee Member | 1 |
| Director of Investments | 1 |
Sectorial
| Consumer Services | 3 |
| Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 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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