Jim Pratt-Heaney
Directeur Général chez Coastal Bridge Advisors LLC
Profil
Mr. James K.
Pratt-Heaney is a Founding Partner at Coastal Bridge Advisors LLC.
He is a founding partner of the firm with over 30 years of experience in the financial services industry.
As Chief Compliance Officer, he oversees Coastal Bridge Advisors business operations ensuring compliance with SEC regulation.
As Chief Investment Officer and a Certified Investment Manager Analyst, he oversees the firm’s portfolio of asset allocations and execution of investment strategies as it pertains to performance and risk management, in conjunction with the Firm’s Investment Committee.
He currently sits on an Advisory Board for Pershing Advisor Solutions and Envestnet.
Prior to Coastal Bridge Advisors, Mr. Pratt-Heaney held many executive level positions across many investment firms such as EF Hutton, Smith Barney and Merrill Lynch.
In 2008, he and his 3 partners left Merrill Lynch to form Coastal Bridge Advisors, an independent Registered Investment Advisory Firm, to better serve their clients according to a fiduciary standard.
He is a graduate of Marist College with continuing education at The Ohio State University and The Wharton School of Management Center.
Postes actifs de Jim Pratt-Heaney
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 01/01/2008 |
Anciens postes connus de Jim Pratt-Heaney
| Sociétés | Poste | Fin |
|---|---|---|
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 | 31/12/2007 |
| E. F. Hutton & Co. | Corporate Officer/Principal | 31/12/1997 |
Formation de Jim Pratt-Heaney
| Marist College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
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 |
