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 on RocketReach.
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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
Eric Passeri
Chief Investment Officer- Institutional
New York, NY, 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
Matthew Gallagher
Partner, Director of Business Development
Milford, CT, US
W Smiley
Managing Partner
Charlotte, NC, US
Michael Kazakewich
Partner and Senior Wealth Advisor
Westport, CT, US
Bethany Leduc
Vice President Client Services
Naugatuck, CT, US
Bill Garcia
Managing Director, Wealth Platforms
West Haven, CT, US
Kevin Burns
Partner, Chairman
Westport, CT, US
Ines Kasdorf
Vice President - Wealth Planner
Boston, MA, US
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