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David James

Managing Director at Coastal Bridge Advisors

  • LinkedIn

David James is an experienced wealth manager at Coastal Bridge Advisors who works closely with high net worth families, private companies, their principals, and their counselors on the co...

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COASTAL BRIDGE ADVISORS

COASTAL BRIDGE ADVISORS

  • description Description
    Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customiz...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Coastal Bridge Advisors Org Chart and Mapping

Employees

Michael White

Private Wealth Management Intern

Christine Pollander

Personal Assistant to Founding Partners

Jeffrey Kalapos

Chief Investment Officer

Kim Forcier

Business Operations Administrator

Marina Meltz

Client Service Associate

Bill Garcia

Operations Strategy Associate

Flavio Sampaio

Support Advisor - Client Operations

Frequently Asked Questions Regarding David James

Answer: David James works for Coastal Bridge Advisors as Managing Director

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Answer: David James is the current Managing Director at Coastal Bridge Advisors.... Read More

Answer: David James works Coastal Bridge Advisors located at 54 Wilton Rd, Westport, Connecticut, 06880, United States

Answer: Coastal Bridge Advisors's Managing Director is David James

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  • Phone number  :  (***)-***-****
  • Email  :  d****@coastalbridgeadvisors.com

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