Bill Loftus Email & Phone Number
Founding Partner @ Coastal Bridge Advisors
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Bill Loftus Location
- New York, NY, US
Bill Loftus Work
- Founding Partner @ (October 2008 - Present)
- Private Banking and Investment @ (January 1998 - January 2008)
- Financial Advisor @ (October 1998 - October 2008)
Bill Loftus Education
- University of Richmond
Bill Loftus Skills
- Private Banking
- Portfolio Management
- Investments
- Corporate Real Estate
Bill Loftus Summary
- Bill Loftus, based in New York, NY, US, is currently a Founding Partner at Coastal Bridge Advisors. Bill Loftus brings experience from previous roles at Merrill Lynch. Bill Loftus holds a University of Richmond. With a robust skill set that includes Private Banking, Portfolio Management, Investments, Corporate Real Estate and more. Bill Loftus has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Bill Loftus
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Top Coastal Bridge Advisors Employees
Bill Loftus
Founding Partner
New York, NY, US
Jim Betzig
Partner and CEO at Coastal Bridge Advisors
Milford, CT, US
Jim Pratt-Heaney
Founding Partner
Westport, CT, US
Mark Dupont
President
Westport, CT, US
Deanna Marcotrigiano
Vice President - Client Service
New York, NY, US
Jana L'Etoile
Partner and Chief Administration Officer
Milford, CT, US
W Smiley
Managing Partner
Charlotte, NC, US
Erik Wallin
Managing Partner, Senior Wealth Advisor
Hingham, MA, US
Perry Green
Partner, Chief Planning Officer
Memphis, TN, US
Paul Squarcia
Managing Partner
Hingham, MA, US
Bethany Leduc
Vice President Client Services
Naugatuck, CT, US
Bill Garcia
Managing Director, Wealth Platforms
West Haven, CT, US
Matt Gentzkow
Managing Director, Wealth Advisor
Nashville, TN, US
Kevin Burns
Partner, Chairman
Westport, CT, US
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