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Jeff Kalapos

Director of Investment Services, CIMA®

Jeff Kalapos, an Investment Advisor Representative, is Director of Investment Services at Coastal Bridge Advisors with over 11 years’ experience in the financial services industry. Jeff is responsible for supporting all portfolio planning initiatives and assisting the lead advisors in the delivery of exceptional service to our clients. Jeff is fully registered with Series 7 and 63 licenses.

Jeff previously worked with the LLBH Group at Merrill Lynch as a Client Associate from 2005 to 2007.  From there, Jeff went on to work for Royal Bank of Scotland where he spent the last seven years in a variety of roles in the institutional fixed income arena, most recently as a Vice President and Credit Strategist. Jeff joined Coastal Bridge Advisors in April of 2014.

Jeff is a 2005 graduate of the University of Rhode Island. He also earned an MBA from the University of Connecticut.

Raised in Stratford, Connecticut, Jeff and his wife, Kelsey and two young children currently reside in Stamford. In his spare time Jeff enjoys playing basketball, golf and spending time with his family.