Bill Loftus Email & Phone Number
Founding Partner @ Coastal Bridge Advisors
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Bill Loftus Location
- New York, NY, US
Bill Loftus Work
- 2008 - now Founding Partner @
- 1998 - 2008 Financial Advisor @
- 1998 - 2008 Private Banking and Investment @
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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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
Kimberly Nelson
Advisor
Los Angeles, CA, US
Mark Dupont
President
Westport, CT, US
Deanna Marcotrigiano
Vice President - Client Services
New York, NY, US
Jana L'Etoile
Partner and Chief Administration Officer
Milford, CT, US
W Smiley
Managing Partner
Charlotte, NC, US
Romano
Private Wealth Advisor
Branford, CT, US
Matthew Marini
Wealth Advisor
Westport, CT, US
Jeffrey Kalapos
Chief Investment Officer
New York, NY, US
Kevin Burns
Partner, Chairman
Westport, CT, US
Liz Perez
Chief Compliance Officer
Westport, CT, US
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