Jeff Kalapos

Direttore degli Investimenti presso Coastal Bridge Advisors LLC

Consumer Services

Finance

Profilo

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.

Posizioni attive di Jeff Kalapos

Società	Posizione	Inizio
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.	Direttore degli Investimenti	01/06/2023

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Formazione di Jeff Kalapos

University of Connecticut	Masters Business Admin
University of Rhode Island Graduate School	Undergraduate Degree

Esperienze
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Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	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