Jim Pratt-Heaney
Chief Executive Officer at Coastal Bridge Advisors LLC
Jim Pratt-Heaney active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 Executive Officer | 2007-12-31 | - |
| Chief Investment Officer | 2007-12-31 | - | |
| Compliance Officer | 2007-12-31 | - | |
| Founder | 2007-12-31 | - | |
| Portfolio Manager-Equities | 2007-12-31 | - | |
| Head of Private Banking | 2007-12-31 | - |
Career history of Jim Pratt-Heaney
Former positions of Jim Pratt-Heaney
| Companies | Position | Start | End |
|---|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 2007-12-30 | 2007-12-30 |
| E. F. Hutton & Co. | Corporate Officer/Principal | 1997-12-30 | 1997-12-30 |
Training of Jim Pratt-Heaney
| Marist College | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
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 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
| E. F. Hutton & Co. | Finance |
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