Jeff Kalapos

Chief Investment Officer bei

Coastal Bridge Advisors LLC

Consumer Services

Finance

Profil

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.

Aktive Positionen von Jeff Kalapos

Unternehmen	Position	Beginn
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

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Unternehmensverbindungen

Private Unternehmen	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