David James Email & Phone Number
Managing Director @ Coastal Bridge Advisors
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David James Location
- Los Angeles, CA, US
David James Work
- Managing Director @ (September 2016 - Present)
- Managing Director - Wealth Management @ (May 2011 - September 2016)
- Managing Director @ (January 1995 - May 2011)
David James Education
- University of California, Santa Barbara
Bachelor of Arts (Business Economics)
David James Skills
- Asset Allocation
- Asset Management
- Equities
- Wealth Management
- Project Management
- Lists
- Financial Analysis
- Strategy
- Strategic Planning
David James Summary
- David James, based in Los Angeles, CA, US, is currently a Managing Director at Coastal Bridge Advisors. David James brings experience from previous roles at UBS and Oppenheimer & Co.. David James holds a Bachelor of Arts in Business Economics @ University of California, Santa Barbara. With a robust skill set that includes Asset Allocation, Asset Management, Equities, Wealth Management, Project Management and more. David James has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Coastal Bridge Advisors Employees
Bill Loftus
Founding Partner
New York, NY, US
David James
Managing Director
Los Angeles, CA, US
Jim Betzig
Partner and CEO at Coastal Bridge Advisors
Milford, CT, US
Eric Passeri
Chief Investment Officer- Institutional
New York, NY, 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
Matthew Gallagher
Partner, Director of Business Development
Milford, CT, US
Paul Squarcia
Managing Partner
Hingham, MA, US
Patricia Reeves
Chief Administrative Officer
Memphis, TN, 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
Jeffrey Kalapos
Chief Investment Officer
New York, NY, US
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