![Mike Kazakewich](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mike Kazakewich
Analyst-Equity chez
Coastal Bridge Advisors LLC
Profil
Mr. Michael J.
Kazakewich is a Partner & Senior Wealth Advisor at Coastal Bridge Advisors LLC.
He has over 20 years’ experience in the wealth management industry.
As Director of Planning, He is responsible for leading the firms’ customized financial planning efforts with a focus on asset management, concentrated stock hedging, lending, cash management, alternative investment due diligence and family office services.
Mr. Kazakewich joined Merrill Lynch working alongside the founding partners of Coastal Bridge Advisors and was a key participant in establishing the independent practice in 2008.
He received his BA from Fairfield University.
He is an Investment Adviser Representative with an extensive list of credentials including Certified Financial Planner professional, Chartered Retirement Planning Counselor and member of both the National and Fairfield County Financial Planning Associations.
Postes actifs de Mike Kazakewich
| Sociétés | Poste | Début |
|---|---|---|
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. | Analyst-Equity | 01/12/2009 |
Anciens postes connus de Mike Kazakewich
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/10/2008 |
Nutmeg Securities LLC
 Nutmeg Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Mike Kazakewich
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Nutmeg Securities LLC
Nutmeg Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Fairfield University
 Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
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 |
