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Jeff Kalapos

Director of Investment Services, CIMA®

Jeff Kalapos is the Director of Investment Services at Coastal Bridge Advisors with over 14 years of experience in the financial services industry. Jeff chairs the Investment Committee at Coastal Bridge and is responsible for overseeing all investment related activities in the firm including opportunity sourcing, diligence, and delivery.  He manages the portfolio administration and monitoring as well as the development of market and investment strategies.  Jeff’s commitment is to provide Coastal Bridge and its clients with ongoing exceptional service as well as proactive investment oversight.

Jeff previously worked with members of the Coastal Bridge team while at Merrill Lynch from 2005 to 2007. From there, Jeff went on to work for the Royal Bank of Scotland where he spent seven years in a variety of roles in the institutional fixed income arena, most recently as a Vice President and Credit Strategist.

Jeff earned a MBA from the University of Connecticut and a BS from the University of Rhode Island, where he was also a member of the men’s basketball team.

When not working Jeff enjoys spending time with his wife and two sons in Stamford, CT.