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Jim Pratt-Heaney

Founding Partner, CIMA®

Chief Compliance Office and Chief Investment Officer,  (CIMA®)

Jim is one of four founding partners of Coastal Bridge Advisors with over 30 years of experience in the financial services industry.  As Chief Compliance Officer, Jim oversees Coastal Bridge Advisors business operations ensuring all are compliant with SEC regulation.  As Chief Investment Officer and a Certified Investment Manager Analyst (CIMA®), Jim oversees the firm’s portfolio of asset allocations and execution of investment strategies as it pertains to performance and risk management.

Prior to Coastal Bridge Advisors, Jim held many executive level positions across many investment firms such as EF Hutton, Smith Barney and Merrill Lynch.  In 2008, Jim and his 3 partners left Merrill Lynch to form Coastal Bridge Advisors, an independent Registered Investment Advisory Firm, to better serve their clients according to a fiduciary standard.

Jim currently sits on the Advisory Board for Pershing Advisor Solutions and Envestnet.  Jim is a contributing author to Worth Magazine and other industry publications.  He has also been featured on Fox Business Channel, the Dow Jones Advisor Show and is frequently cited in local and national press.

Jim is a graduate of Marist College with continuing education at The Ohio State University and The Wharton School of Management Center.

Jim lives in Weston, CT with his wife, Susan. When not working Jim loves playing tennis, music, traveling and spending time with his children and their growing families.

Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors

Learn More >https://www.coastalbridgeadvisors.com/financial-times-names-coastal-bridge-advisors-to-the-2017-ft-300-top-registered-investment-advisors-2/