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Podcast: Registered Investment Advisor Podcast
Episode: Coastal Bridge Advisors
Description: Jeff is the President of Coastal Bridge Advisors. In this capacity, he is responsible for delivering the entire suite of services for our clients, including but not limited to – advisory, investments, planning, compliance, operations, finance and marketing. In a career spanning over 25 years, Jeff has held key operational and financial roles across a variety of industries, proving successful as an accomplished executive with a record of leading organizations to perform beyond expectations. In his role as President, he says he uses this experience “to help our clients navigate and coordinate the dizzying array of attorneys, accountants, insurers and even other fa...