Mike Kazakewich
Analyst-Equity chez Coastal Bridge Advisors LLC
Profil
Mr. Michael J.
Kazakewich is a Partner, Advisor & Director of Planning 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 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. | 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 Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01/10/2008 |
Nutmeg Securities LLC
 Nutmeg Securities LLC Investment Banks/BrokersFinance Founded in 1986, Nutmeg Securities LLC is broker/dealer headquartered in Westport, Connecticut. The firm is a subsidiary of Fieldpoint Private Bank & Trust. Nutmeg Securities provides a full array of investment services. Their research focuses primarily on the technology sector. The firm specializes in value-added trading and small- and mid-cap block trading services. Nutmeg Securities is a member of the NASD, the SIPC and the Chicago Stock Exchange. | Corporate Officer/Principal | - |
Formation de Mike Kazakewich
| Fairfield University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Nutmeg Securities LLC
Nutmeg Securities LLC Investment Banks/BrokersFinance Founded in 1986, Nutmeg Securities LLC is broker/dealer headquartered in Westport, Connecticut. The firm is a subsidiary of Fieldpoint Private Bank & Trust. Nutmeg Securities provides a full array of investment services. Their research focuses primarily on the technology sector. The firm specializes in value-added trading and small- and mid-cap block trading services. Nutmeg Securities is a member of the NASD, the SIPC and the Chicago Stock Exchange. | 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 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |